Two ways to start. A free fit call, or the Diagnostic in writing.
Client login786-952-6621
Guides · US Tax

US Tax guides

1,454 plain-English guides on us tax, each one ending in what to do next.

All Cross-BorderUS TaxCanadian TaxSmall Business & BookkeepingCFO & AdvisoryTax Planning

Page 55 of 61, newest first.

US Tax

SaaS Bookkeeping: Chart of Accounts, MRR Tracking, and Financial Reporting

A SaaS chart of accounts has to separate subscription revenue from services revenue, hosting costs from operating expenses.

Sep 4, 2026
US Tax

Capitalized Software Development Costs: IRC 174 Amortization and the Impact on SaaS Companies

IRC 174 forced SaaS companies to capitalize and amortize software development costs from 2022 through 2024. The 2025 tax law reversed most of it.

Sep 4, 2026
US Tax

SaaS Customer Acquisition Cost: Tax Treatment of Sales Commissions, Marketing, and Onboarding

Sales commissions get capitalized for GAAP under ASC 340-40 but are usually deductible when paid for tax. Sales commissions are the clearest example of a.

Sep 4, 2026
US Tax

SaaS Entity Structure: LLC, S-Corp, or C-Corp for Software Companies

Venture-backed SaaS companies almost always need a C-corp for QSBS and investor requirements. C-corps are required for venture-backed SaaS because.

Sep 4, 2026
US Tax

SaaS Multi-State Tax: Income Tax Nexus, Apportionment, and Where You Owe

A SaaS company can owe state income tax in a state where it has no employees, no office, and no servers. Most states now assert income tax nexus based on.

Sep 4, 2026
US Tax

R&D Tax Credit for SaaS Companies: Section 41 Qualified Research and How to Claim It

SaaS companies routinely qualify for the IRC 41 R&D credit on new feature development and architecture work. The IRC 41 credit rewards qualified research.

Sep 4, 2026
US Tax

SaaS Revenue Recognition: ASC 606, Monthly Subscriptions, and Annual Prepayments

Revenue recognition for SaaS runs on delivery, not cash. A monthly subscription recognizes 1/12 of the annual value each month it's provided.

Sep 4, 2026
US Tax

SaaS Sales Tax: Which States Tax Software Subscriptions and How to Comply

About 25 states currently tax SaaS in some form; the rest don't, and there's no federal standard governing the split. Economi.

Sep 4, 2026
US Tax

SaaS Startup Costs: What's Deductible Before Revenue, How to Track Burn Rate, and Investor Reporting

Pre-revenue SaaS costs split three ways for tax purposes: a small immediate deduction, 180-month amortization. Startup costs under IRC 195 allow up to.

Sep 4, 2026
US Tax

Stock Options for SaaS Companies: ISO vs NSO, 409A Valuations, and Tax Consequences

ISOs and NSOs are taxed at different points and different rates. ISOs, governed by IRC 422, are available only to employees, capped at $100,000 in.

Sep 4, 2026
US Tax

Hiring Apprentices and Employees in the Trades: Classification, Payroll Tax, and the Apprenticeship Credit

Apprentices and helpers who work under a trade business's direction and equipment are almost always W-2 employees, not 1099 contractors.

Sep 4, 2026
US Tax

Bookkeeping for a Trades Business: Job Costing, Invoicing, and Tracking Profitability by Job

Job costing tracks materials, labor, and overhead against each job's revenue so a trades business knows which jobs actually make money.

Sep 4, 2026
US Tax

Best Entity Structure for a Trades Business: Sole Proprietorship, LLC, or S-Corp

A sole proprietorship (Schedule C) requires no separate filing and is the default for a one-person trades business. An LLC.

Sep 4, 2026
US Tax

Estimated Taxes for Self-Employed Tradespeople: Quarterly Payments and Cash Flow Management

Self-employed tradespeople owing $1,000 or more in tax must pay quarterly estimates covering income tax and 15.3% self-employment tax.

Sep 4, 2026
US Tax

Licensing, Bonding, and Insurance for Tradespeople: Costs, Requirements, and Tax Deductions

License fees, renewal fees, and required continuing education to maintain a trade license are fully deductible. Surety bond.

Sep 4, 2026
US Tax

Multi-State Work for Tradespeople: Licensing, Tax Nexus, and Filing Obligations When You Cross State Lines

Working a job in another state can create income tax nexus, a separate licensing requirement, and a non-resident return.

Sep 4, 2026
US Tax

Tax Deductions for Plumbers, Electricians, and HVAC Technicians: What Actually Qualifies

Self-employed tradespeople can deduct tools, vehicle costs, licensing, continuing education, and uniforms under IRC 162.

Sep 4, 2026
US Tax

Retirement Plans for Self-Employed Tradespeople: SEP IRA, Solo 401(k), and Defined Benefit Options

A SEP IRA or Solo 401(k) can shelter up to $72,000 of self-employment income in 2026. A SEP IRA allows a contribution of up to 25% of net self-employment.

Sep 4, 2026
US Tax

Section 179 and Bonus Depreciation for Trades Equipment: Trucks, Tools, and Heavy Equipment

Trades businesses can fully expense service trucks, diagnostic equipment. Section 179 under IRC 179 allows up to $2,560,000 of qualifying equipment to be.

Sep 4, 2026
US Tax

Work Vehicle Tax Deductions for Tradespeople: Mileage vs Actual Cost and Fleet Management

Tradespeople choose between the standard mileage rate and actual expenses in the first year a vehicle is placed in service.

Sep 4, 2026
US Tax

LLC, S-Corp, or Sole Prop: Choosing the Right Entity Structure for a Trucking Business

The right entity structure for a trucking company depends on income level, fleet size, and self-employment tax exposure.

Sep 4, 2026
US Tax

Freight Broker Tax Guide: 1099 Reporting, Independent Contractor Rules, and Load Board Income

Freight brokers face unique tax rules around 1099-NEC reporting, the freight payment exemption, independent contractor classification.

Sep 4, 2026
US Tax

IFTA Fuel Tax Compliance: Quarterly Reporting, Fuel Credits, and Audit Survival for Truckers

IFTA applies to qualified motor vehicles (over 26,000 lbs GVW or 3+ axles) that operate in two or more IFTA member jurisdictions.

Sep 4, 2026
US Tax

Form 2290 Heavy Highway Vehicle Use Tax: Filing Rules, Weight Thresholds, and Deadlines

Form 2290 applies to any highway motor vehicle with a taxable gross weight of 55,000 pounds or more. The tax period runs.

Sep 4, 2026