Q3 Planning6 min read
Q3 Wrap-Up: What to Do Before October 1st
The third quarter is closing fast. Here's your checklist for estimated tax payments, payroll reconciliation, and year-end planning moves you can make right now.
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Elephant Times Newsletter
Monthly tax tips, bookkeeping strategies, and firm news — written for small business owners, realtors, and individuals who want to keep more of what they earn.
Small Business7 min read
Back to Business: Fall Tax Prep for Small Business Owners
Summer's winding down and fall brings a fresh set of tax deadlines. We cover S-corp elections, home office deductions, and the one bookkeeping habit that saves our clients thousands every year.
Read IssueMid-Year Review6 min read
Mid-Year Check-In: Are You on Track?
July is the perfect time to review your financials, adjust your estimated tax payments, and make sure your bookkeeping is caught up. Here's your mid-year financial health checklist.
Read IssueDeductions7 min read
Summer Business Moves: Vehicles, Travel & Retirement
Summer is prime time for business travel, vehicle purchases, and retirement planning. Learn which deductions apply to you and how to document them properly so they hold up under scrutiny.
Read IssuePost-Tax Season6 min read
After Tax Season: What to Do With Your Refund (or Bill)
Tax season is over — now what? Whether you got a refund or wrote a big check, May is the time to adjust your strategy so next year looks different. Plus: what to do if you can't pay what you owe.
Read IssueTax Deadline5 min read
Tax Deadline Survival Guide
April 15 is here. Whether you're filing, extending, or paying, here's exactly what you need to know to get through tax deadline season without penalties, surprises, or stress.
Read IssueTax Tips6 min read
Last-Minute Tax Moves Before April 15
There are still legitimate tax-saving moves you can make before the April 15 deadline — even after December 31. IRA contributions, HSA contributions, and a few other strategies can still reduce your 2025 tax bill.
Read IssueTax Education7 min read
W-2s Are In: Here's How to Read Yours
Your W-2 arrived — now what? We break down every box on the form, explain what it means for your return, and flag the most common W-2 errors that could cost you money if you don't catch them.
Read IssueNew Year Planning8 min read
New Year, New Tax Strategy: Your 2026 Financial Roadmap
January is the best time to set your tax strategy for the year. We cover the 2026 tax brackets, new contribution limits, and the five financial habits that separate our most successful clients from the rest.
Read IssueYear-End Planning8 min read
Year-End Tax Moves: Your December Deadline Checklist
December 31 is the hard deadline for most tax-saving strategies. Here's your complete checklist of moves to make before midnight on New Year's Eve — and why waiting until January is too late.
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