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Tax insights, accounting principles, and strategies to grow your business with financial clarity.

Accounting Principles

Why Language, Not Math, Is the First Thing That Goes Wrong with Entity Structure Problems

Published in the Spring 2026 EA Journal, reflects how small language decisions in entity structuring can create significant downstream tax consequences. At TaxNerd, we don't just execute tax work. We study the structure behind it.

March 30, 2026
The TaxNerd® Team
Accounting Principles

No Tax on Tips & Overtime© | by Juan Ojeda Jr., MSA, MBA

It's January 2026 and the 'No Tax on Tips' and 'No Tax on Overtime' provisions from the One Big Beautiful Bill just went into effect. But here's the thing most people are getting wrong: It's not 'no tax.' It's a deduction.

January 6, 2026
Juan Ojeda Jr.
Accounting Principles

Check Kiting© | by Juan Ojeda Jr., MSA, MBA

I had a client casually admit something last year I didn't expect to hear: They were moving funds between accounts to 'cover timing gaps' with creditors. Sounded harmless, until I realized what they were actually doing.

November 26, 2025
Juan Ojeda Jr.
Accounting Principles

Cryptocurrency and Capital Gains© | by Jeremiah Flowers

Cryptocurrency is taxed exactly like other property in the United States: every time you sell, swap, or spend crypto, you create a taxable event. Profits on coins held a year or less are added to your ordinary-income bracket.

October 8, 2025
Jeremiah Flowers
Accounting Principles

Balance Sheet Insight for SME Growth© | by Juan Ojeda Jr., MSA, MBA

As your business grows, especially once you approach or surpass $250,000 in gross revenue, it's time to get familiar with one of the most important tools for tax planning, funding, and compliance: the Balance Sheet.

September 29, 2025
Juan Ojeda Jr.
Accounting Principles

The Lifeblood of a Business© | by Jeremiah Flowers

Bookkeeping is a fundamental practice providing financial clarity, informed decision-making, and strategic insights for businesses of all sizes. By systematically recording and organizing financial transactions...

August 31, 2025
Jeremiah Flowers
Accounting Principles

Homeownership for the Self-Employed© | by Jeremiah Flowers

Mortgage rules have undergone numerous changes since the housing collapse. If you're one of the nearly 15 million self-employed Americans and you're hoping to buy a home this year, here's what you'll need to know.

August 29, 2025
Jeremiah Flowers
Accounting Principles

What is Misclassification of Workers | by Jeremiah Flowers

Misclassification is when an employer wrongly classifies an employee as an independent contractor. As many as 10-30% of employers may be doing this, creating significant tax and liability issues.

August 21, 2025
Jeremiah Flowers
Seasonal Tax Tips

Q1 Tax Moves Every Business Owner Should Make Before March 31st

The first quarter is one of the most critical — and most overlooked — windows for proactive tax planning. Here's what smart business owners are doing right now to set up a better tax year.

January 15, 2026
The TaxNerd® Team
Seasonal Tax Tips

Spring Tax Season Survival Guide for Small Business Owners

Tax season doesn't have to be a scramble. If you know what's coming and prepare strategically, spring can actually become one of your most financially empowering seasons of the year.

March 5, 2026
The TaxNerd® Team
Seasonal Tax Tips

Mid-Year Tax Check-In: What Business Owners Should Review Every Summer

Most business owners only think about taxes in April. The ones who pay less are thinking about them in June. Here's your mid-year tax review checklist.

June 10, 2026
The TaxNerd® Team
Seasonal Tax Tips

Year-End Tax Planning: The Business Owner's Q4 Playbook

October through December is your last chance to meaningfully reduce your tax bill before the year closes. Here's what every business owner should be doing right now.

October 20, 2025
The TaxNerd® Team

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