Tax Resources
Reference material we hand people often enough that it belongs on the website rather than in an email — deadlines, document checklists, and answers to the questions that come up first.
Also worth reading
Everything here is general. It describes how a rule works, not what your number is, and it is written to be useful before you have engaged anyone — including us. Where a figure is one Congress indexes or changes each year, we say so rather than printing a number that will be wrong by spring.
The two guides below are the ones that save the most time. The deadline calendar exists because most penalties we see are late-filing and late-payment penalties, not disputes about the law. The document checklist exists because a first meeting spent listing what is missing is a first meeting wasted.
Start with the one that matches your situation
“I have a first meeting booked and do not know what to bring”
The document checklist. It is organized by what kind of return you file, so you can skip the sections that are not yours.
“I keep missing filing dates and paying penalties for it”
The deadline calendar. Most penalties we see are late-filing and late-payment penalties, not disagreements about the law.
“I have one specific question and do not want to book anything yet”
The FAQ. Over 400 questions, written as the questions people actually ask rather than as keyword headings.
“I want to understand a decision before I make it”
The articles. Longer pieces on entity choice, 1031 timing, IRS letters and the monthly close.
How to read anything on this site
Every page here states the tax year it is written for. That is not a formality: contribution limits, standard deduction amounts, mileage rates, expensing caps and phase-out thresholds are indexed or legislated and move nearly every year, and a figure carried over from last year's page is simply wrong rather than slightly stale.
Where a current-year figure has not been published yet by the IRS or the South Carolina Department of Revenue, we say so rather than printing the prior year's number in its place. It is less satisfying and it is the only honest option.
None of it is advice about your situation. It describes how a rule works. Whether the rule applies to you depends on facts that need reading, which is what the first conversation is for.
More reference material
Frequently asked questions
Over 400 questions across 21 subjects — engagement, deadlines, entity choice, payroll, bookkeeping, rentals, IRS notices and South Carolina.
Articles and updates
Longer pieces on the situations that recur: entity choice, 1031 timing, IRS letters, and the monthly close.
Schedule a consultation
What the first conversation covers, what to have to hand, and what happens after it.
Talk to a tax expert
Tell us what you are dealing with and we will tell you how we would handle it.