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Guides

Straight answers, written by the CPA who’d file it.

971 plain-English guides on cross-border moves, US and Canadian returns, and small-business money. Each one ends in what to do next, and says when a written Diagnostic is the smarter first step.

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

Page 11 of 41, newest first.

US Tax

Security Deposit Accounting for Property Managers: Holding, Returning, and Tax Treatment

A security deposit is a liability when received, not income, and becomes taxable income only when it is actually applied to unpaid rent or damages.

Sep 4, 2026
US Tax

Property Management Tax Deductions: Office, Vehicle, Software, and What You Can Write Off

A property management company deducts its own ordinary and necessary business expenses under IRC 162, separate from any deduction the owner claims.

Sep 4, 2026
US Tax

Short-Term Rental Property Management: Tax Reporting, Platform 1099-K, and the 14-Day Rule

Managing Airbnb and VRBO properties layers platform Form 1099-K reporting, the 14-day rule under IRC 280A, and material participation questions.

Sep 4, 2026
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
Cross-Border

Snowbird Tax Guide: How Spending Winters in the US Affects Your Canadian Tax Residency

A Canadian who spends part of the year in the US can accidentally become a US tax resident under the substantial presence test.

Sep 4, 2026
Cross-Border

Social Security and CPP: How the US-Canada Totalization Agreement Prevents Double Social Security Tax

Without the Totalization Agreement, a worker who crosses the Canada-US border could owe social security contributions in both countries on the same earnings.

Sep 4, 2026
Cross-Border

Limitation on Benefits (LOB): When the US-Canada Treaty Denies Treaty Benefits

The US-Canada tax treaty's Limitation on Benefits article can deny treaty benefits to entities and arrangements that lack a genuine connection to either country.

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

Leasing vs. Buying a Truck: A Tax Comparison for Owner-Operators

Should you lease or buy your next truck? The tax treatment is different, and the right answer depends on your cash flow, income level.

Sep 4, 2026
US Tax

Multi-State Tax for Trucking Companies: Nexus, Apportionment, and PL 86-272 Protection

Trucks cross state lines every day, but state income tax obligations depend on nexus, apportionment formulas, and whether PL 86-272 provides protection.

Sep 4, 2026
US Tax

Trucker Per Diem Meal Deduction: IRS Rules, DOT Rates, and How to Maximize It

Owner-operators and self-employed truckers subject to DOT hours-of-service regulations can deduct meals at a flat per diem rate instead of tracking receipts.

Sep 4, 2026
Cross-Border

US Citizens Abroad: Foreign Earned Income Exclusion vs Foreign Tax Credit, and When to Use Each

A US citizen living abroad can exclude foreign earned income under IRC 911 or claim a foreign tax credit under IRC 901. Choosing wrong can cost thousands.

Sep 4, 2026
Cross-Border

US Citizen Moving to Canada: Tax Planning for Americans Becoming Canadian Residents

A US citizen who moves to Canada continues to file US tax returns for life (citizenship-based taxation) and adds Canadian filing obligations as a new.

Sep 4, 2026
Cross-Border

US Person Inheriting from a Canadian Estate: Tax Obligations on Both Sides of the Border

When a US person inherits from a Canadian estate, the Canadian estate pays tax on deemed disposition gains. The US heir faces Form 3520 and FBAR obligations.

Sep 4, 2026