Next deadline: extended individual returns, Oct 15 →

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Tax, bookkeeping and advisory

Notes from the partners

Plain-English guides to the deadlines and decisions our clients ask about most.

Tax forms, a calculator and a pen on a desk

What an extension changes about your filing date

An extension moves the date your return is due. The payment date, interest and your next estimated payment stay where they were.

An owner reading her numbers on a laptop

Estimated tax for owners with uneven income

How estimated tax works when business income arrives unevenly: the 2026 due dates, the prior-year safe harbor and the annualized income method.

A client and his accountant going through his records

Bookkeeping · 4 min

The records a lender asks for

What a business lender usually asks to see, why each record matters, and how to have the file ready before you apply.

A couple reviewing their figures with their accountant

Bookkeeping · 4 min

Reading your own profit and loss

How an owner reads a profit and loss statement: gross margin, overhead, what the report leaves out, and the questions it answers each month.

A board treasurer signing a return with her accountant

Form 990 for first-time board treasurers

A guide for new nonprofit treasurers: which Form 990 applies, when it is due, what the board sees before filing, and what becomes public.

A team closing the month around a shared table

Bookkeeping · 4 min

Closing the month by the tenth

A ten-day month-end close for owner-run businesses: the order of the work, who does what, and the reports that come out of it.