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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 3 of 41, newest first.

US Tax

Tax Deductions for Insurance Agents and Agencies: Commissions, Marketing, E&O, and More

Insurance agents and agency owners can deduct marketing, E&O insurance, licensing, technology, vehicle costs, and office expenses.

Sep 5, 2026
US Tax

Junk Removal Business Tax Deductions: Trucks, Dump Fees, and Equipment

Junk removal businesses can deduct truck costs (Section 179 or MACRS), dump and landfill fees, labor, fuel, insurance, and marketing.

Sep 5, 2026
US Tax

Junk Removal Business Tax Guide: Entity Structure, S-Corp Election, and QBI Deduction

Junk removal tax structure: 1. NOT an SSTB. Junk removal is a physical service trade (hauling, sorting, disposing), not one of the listed SSTB categories.

Sep 5, 2026
US Tax

Junk Removal Business Estimated Taxes: How Much to Set Aside and When to Pay

Estimated tax framework for junk removal: - Set-aside rate: 25-30% of net profit (after expenses, before owner draws). For a.

Sep 5, 2026
US Tax

Junk Removal Worker Classification: Employee vs Independent Contractor

Junk removal helpers who ride on the company truck, use company equipment, and work the owner's schedule are employees. Classification analysis for junk.

Sep 5, 2026
US Tax

Tax Deductions for Marketing Agencies: Software, Advertising, Client Acquisition, and Overhead

Marketing agencies deduct software subscriptions, client acquisition costs, subcontractor payments, advertising spend (the agency's own).

Sep 5, 2026
US Tax

Marketing Agency Entity Structure: S-Corp, the Consulting SSTB Risk, and QBI Planning

Marketing agencies face an SSTB classification question: is the agency providing consulting (SSTB) or creative/execution services (non-SSTB)?

Sep 5, 2026
US Tax

Estimated Taxes for Marketing Agency Owners: Retainer Revenue, Project-Based Income, and the SSTB Threshold

For agencies with 60%+ revenue from retainers, the prior-year safe harbor is the simplest estimated tax approach: four equal payments based on last year's tax.

Sep 5, 2026
US Tax

Retirement Plans for Marketing Agency Owners: Solo 401(k) with a Contractor Model

Marketing agency owners who use 1099 subcontractors instead of employees can maintain the Solo 401(k). An agency owner with no W-2 employees uses the Solo.

Sep 5, 2026
US Tax

Marketing Agency Subcontractor Management: 1099 Freelancers, Platforms, and the W-2 Wage QBI Trade-Off

Subcontractor payments are deductible expenses that reduce QBI. However, unlike W-2 wages, subcontractor payments do not.

Sep 5, 2026
US Tax

Painting Contractor Tax Deductions: Equipment, Supplies, and Vehicle Expenses

Painting contractors deduct paint/materials (25-40% of revenue, the largest cost), vehicle expenses, sprayer equipment ($2,000-$8,000).

Sep 5, 2026
US Tax

Painting Contractor Entity Structure: LLC, S-Corp, and Tax Planning

Painting contractor tax structure: - SSTB status: NOT an SSTB. Painting is a physical trade. Not consulting, not a professional service.

Sep 5, 2026
US Tax

Painting Contractor Estimated Taxes: Seasonal Income, Year 1 Cliff, and Payment Strategy

Painting contractors face 3-4x seasonality (exterior work peaks in warm months). Painting contractor seasonal income pattern: Exterior-only painter: | Month.

Sep 5, 2026
US Tax

Worker Classification for Painting Contractors: Employee vs Independent Contractor

Painting crew members are employees under IRS tests when the contractor controls the job site, provides equipment, and sets schedules.

Sep 5, 2026
US Tax

Pest Control Business Deductions: Chemicals, Vehicles, Licensing, and Route Optimization Costs

Pest control businesses deduct chemicals, vehicle costs, state licensing fees, and equipment. Major deduction categories for pest control businesses.

Sep 5, 2026
US Tax

Pest Control Business Entity Structure: S-Corp Election, Vehicle Deductions, and QBI for Service Trades

Pest control businesses are NOT specified service trades or businesses (SSTBs), preserving the full QBI deduction at any income level.

Sep 5, 2026
US Tax

Pest Control Estimated Taxes: Seasonal Patterns and Quarterly Payment Planning

Pest control is moderately seasonal (55-65% of revenue April-September). Recurring contracts provide baseline revenue year-round.

Sep 5, 2026
US Tax

Pest Control Business Retirement Plans: Solo 401(k), SEP IRA, and SIMPLE IRA

Pest control businesses (NOT SSTBs) qualify for the full 20% QBI deduction at any income level, making retirement plan contributions even more powerful.

Sep 5, 2026
US Tax

Pest Control Worker Classification: Employee vs Independent Contractor

Why pest control technicians are usually employees: 1. Company provides the tools and materials. Company provides the tools.

Sep 5, 2026
US Tax

Pet Grooming Business Entity Structure: LLC, S-Corp, and the Non-SSTB QBI Advantage

A solo pet groomer earning $70,000+ in net profit should consider the S-Corp election. The S-Corp saves self-employment tax.

Sep 5, 2026
US Tax

Estimated Taxes for Pet Groomers: Tips, Seasonal Demand, and Mobile Grooming Revenue

Pet groomers must make quarterly estimated tax payments on grooming revenue and tips. All grooming revenue (service fees and tips) is self-employment.

Sep 5, 2026
US Tax

Retirement Plans for Pet Grooming Business Owners: Solo 401(k) and Plans with Bathers

Solo pet groomers can shelter significant income with the Solo 401(k). A solo groomer (no employees other than a spouse) uses the Solo 401(k): $24,500.

Sep 5, 2026
US Tax

Pet Grooming Tax Deductions: Supplies, Equipment, and Mobile Van Expenses

Pet grooming supplies run 8-15% of revenue. Mobile grooming vans ($40,000-$80,000) qualify for full bonus depreciation if over 6,000 lbs GVWR.

Sep 5, 2026
US Tax

Worker Classification for Pet Grooming Shops: Bathers, Groomers, and Booth Renters

Pet grooming shops hire bathers (usually employees) and sometimes rent grooming stations to independent groomers (booth rental model).

Sep 5, 2026