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Proactive Strategy. Personalized Planning. Simply Balanced.
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Don’t Just File — Plan: Why Year-End Tax Planning Matters
Oct 12

Oct 12 Don’t Just File — Plan: Why Year-End Tax Planning Matters

Leslea Burnett

Don’t just file — plan. Year-end is your last chance to make smart tax moves. Sign your 2026 engagement letter by Oct. 30 and get a 2025 tax planning meeting included!

 Your Books Called… Why Clean Books Are Essential (and Why Q4 Is the Perfect Time to Start)
Oct 5

Oct 5 Your Books Called… Why Clean Books Are Essential (and Why Q4 Is the Perfect Time to Start)

Leslea Burnett

Clean books = smarter decisions + lower stress. Q4 is the perfect time to reconcile and plan taxes before year-end opportunities disappear.

Checks Are Out: Here’s How to Pay the IRS Going Forward
Sep 26

Sep 26 Checks Are Out: Here’s How to Pay the IRS Going Forward

Leslea Burnett
Taxes

Checks Are Out: Here’s How to Pay the IRS Going Forward

The IRS is making a big shift this fall: after September 30, 2025, they will no longer accept paper checks for tax payments.

The Clock is Ticking: Clean Vehicle Credits Expire September 30, 2025
Sep 18

Sep 18 The Clock is Ticking: Clean Vehicle Credits Expire September 30, 2025

Leslea Burnett
Taxes

For years, federal clean vehicle credits have helped make electric vehicles (EVs), plug-in hybrids, and fuel-cell cars more affordable. But under the recently passed Opportunity to Build a Better Bottom Line Act (OBBBA), those credits are set to expire much earlier than originally planned.

Here’s what you need to know before the window closes.

Are You Dating Your Tax Pro… Or Just Hooking Up Once a Year?
Jul 16

Jul 16 Are You Dating Your Tax Pro… Or Just Hooking Up Once a Year?

Leslea Burnett

Let’s talk about relationships. Not the romantic kind—though those can be complicated too—but the relationship you have with your tax professional.

Because here’s the thing: Not all tax relationships are created equal.

Day 7: The Trade-Offs—Sunset Dates, Phase-Outs, and Debt
Jul 13

Jul 13 Day 7: The Trade-Offs—Sunset Dates, Phase-Outs, and Debt

Leslea Burnett

Welcome to the final day of our series on the One Big Beautiful Bill Act (OBBBA).

While OBBBA delivers significant tax benefits, it’s not all upside. Today, we’re exploring the trade-offs you need to know.

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