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Field notes from the practice.

Tax strategy, IRS playbooks, and quiet rule changes — written by the partners, for clients who want to think clearly about money.

The S-Corp election: when it actually saves you money (and when it doesn't)
Featured·Strategy

The S-Corp election: when it actually saves you money (and when it doesn't)

Every freelancer with a six-figure 1099 hears about the S-Corp. We break down the real math, the hidden costs, and the income threshold where the election starts paying for itself.

Elena Vargas, CPA
May 2, 2026
8 min
Got a CP2000 notice? Here's exactly what to do in the first 72 hours
IRS Resolution

Got a CP2000 notice? Here's exactly what to do in the first 72 hours

The most common IRS notice — and the most commonly mishandled. A step-by-step playbook from our enrolled agents.

Apr 24, 2026 6 min
Cost segregation studies: a $40K deduction most real-estate investors miss
Real Estate

Cost segregation studies: a $40K deduction most real-estate investors miss

If you bought a rental in the last five years, you probably left depreciation on the table. Here's how to recover it.

Apr 18, 2026 10 min
Backdoor Roth, mega backdoor, and the 2026 contribution limits
Planning

Backdoor Roth, mega backdoor, and the 2026 contribution limits

Every retirement vehicle worth knowing about, ranked by impact for high earners and self-employed pros.

Apr 11, 2026 7 min
Sales tax nexus in 2026: the rules that quietly changed for online sellers
E-Commerce

Sales tax nexus in 2026: the rules that quietly changed for online sellers

Marketplace facilitator laws, economic nexus thresholds, and the states where you're already non-compliant.

Apr 3, 2026 9 min
What actually triggers an IRS audit (and the myths that don't)
Audit Defense

What actually triggers an IRS audit (and the myths that don't)

Real audit selection criteria from a former IRS revenue agent. Spoiler: it's not your home office deduction.

Mar 27, 2026 8 min
Reasonable compensation: how the IRS actually calculates it
Business Advisory

Reasonable compensation: how the IRS actually calculates it

S-Corp owners: the number you put on your W-2 matters more than you think. Here's the framework auditors use.

Mar 19, 2026 11 min
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