Category: Accounting
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USDA abandons environmental research
My life has been deeply intertwined with agricultural research. From my childhood on an organic farm to participating in 4H clubs, attending Delaware Valley College of Science and Agriculture, conducting cancer research at Smith Kline Beckman, studying microbiology in graduate school at Temple University, and now supporting research projects at BaySave in Money Island, NJ.…
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My Journey Working with the Immigrant Business Community
warning: direct discussion of U.S. politics and racism Three life events that led to my focus on serving the immigrant business community I did not intend to choose immigrant clients as a service niche. But as I notice more and more of my best clients fitting this description, I took time to think about events…
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QuickBooks and Mailchimp integration in microbusinesses and small nonprofits
Intuit, the owner of QuickBooks, acquired Mailchimp in 2021. Since then, the firm encouraged its Proadvisors to boost their knowledge of the integration between the two platforms. I spent some time learning but have not found it so effective for my businesses, my clients, or associated nonprofits outside of periodic newspaper use. (That is another…
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Who pays $1500 for a simple tax return?
Last year I stopped charging for tax returns and worked since then to repackage my messaging. This post continues that effort. Almost nobody pays $1500 for just a simple tax return. That’s the point of this post. Yet lots of people want the confidence gained from the benefits of a strong relationship with a versatile…
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AICPA update: relevant for us?
The new head of the AICPA, Mark Koziel, shared his thoughts about the profession. These are not issues that have much affect sole proprietor firms like mine serving the small business market. Still, I pay attention to understand larger industry trends. A few takeaways:
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After-the-fact payroll 2025
After-the-fact payroll is common necessity in micro-businesses doing late tax planning. There are a few points that complete the process easier.
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Re-examining my social media strategy
Lately it seems like a hot button topic in my social media is tax shelters for W2 earners.
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40 Years of Tax Writing
I was living in Doylestown, Pennsylvania, while working for an investment banking firm headquartered in Manhattan. For convenience, I flew out of Bader Field in Atlantic City to LaGuardia Airport from my second home in Ocean City. It might sound like a cushy gig when I write it that way, but it was not. I…