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 61 of 61, newest first.

US Tax

Trucking Retirement Planning: SEP IRA, Solo 401(k), and Building Wealth as an Owner-Operator

Self-employed truckers can shelter $60,000 or more per year from tax with the right retirement plan.

Aug 27, 2026
US Tax

Truck Depreciation for Owner-Operators: Section 179, Bonus Depreciation, and MACRS

Each mechanism has different dollar limits, different income limitations, and different consequences when you eventually sell or trade the truck.

Aug 27, 2026
US Tax

Trust Fund Recovery Penalty (TFRP): Personal Liability for Business Payroll Taxes

When a business withholds federal income tax, Social Security, and Medicare from employees' paychecks but does not send those withheld amounts to the IRS.

Aug 27, 2026
US Tax

Unallowable Costs Under FAR 31.205: What Government Contractors Cannot Charge

When you bill the federal government for costs incurred on a contract, the government does not pay for everything.

Aug 27, 2026
US Tax

IRS Bank Levy: What to Do in the First 21 Days

The bank is required to hold the funds for 21 calendar days before sending them to the IRS. That 21-day window is your window to act.

Aug 26, 2026
US Tax

IRS CP2000 Notice: Should I Agree, Disagree, or Partially Respond?

A CP2000 is not an audit. It is not a bill. It is a proposed adjustment from the IRS's Automated Underreporter (AUR) program.

Aug 26, 2026
US Tax

IRS Currently Not Collectible: When It's the Right Move and When It Isn't

Currently Not Collectible (CNC) is an IRS designation that pauses all collection activity on your account.

Aug 26, 2026
US Tax

IRS First-Time Abatement: Do You Qualify, and How to Ask

The IRS first-time abatement waives failure-to-file and failure-to-pay penalties if you have a clean three-year history.

Aug 26, 2026
US Tax

IRS Installment Agreement: Which Type to Pick

The four types of IRS installment agreements, which one fits your balance, the setup fees, and the traps that extend your debt.

Aug 26, 2026
US Tax

Offer in Compromise: The Honest Assessment

An Offer in Compromise lets you settle an IRS tax debt for less than the full amount owed. That much is true.

Aug 26, 2026
US Tax

IRS Offer in Compromise: How the RCP Formula Actually Works

The RCP formula sets the minimum the IRS will accept in an Offer in Compromise. The calculation, worked examples, and the variables you can influence.

Aug 26, 2026
US Tax

IRS Penalty Abatement Letter: Exactly What to Write

The IRS assesses penalties on roughly 40 million returns per year. It also abates millions of those penalties when taxpayers ask.

Aug 26, 2026
US Tax

IRS Wage Garnishment: How to Release or Reduce It

How IRS wage garnishment works, the exempt amount you keep, the CDP hearing window, and how to get the levy released or reduced for US-Canada dual filers.

Aug 26, 2026
US Tax

US Tax Court Petition: When to File, What to Expect, Pro Se vs Represented

How to petition the US Tax Court after a notice of deficiency. The US Tax Court is the only court where you can dispute a tax assessment before paying it.

Aug 26, 2026