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What Paralegals Are Looking for in Attorneys They Want to Work With
It’s important to understand the qualities and working environment that attract and retain top-tier paralegal talent.
Danielle Davis
2 days ago2 min read
9 views
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Lessons from Tax Season 2025: What I’ve Learned as a Tax Advisor
One thing became crystal clear this season: too many people are leaving money on the table simply because they are not prepared.
Danielle Davis
3 days ago3 min read
7 views
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Why Small Law Firms, Attorneys, and Business Owners Benefit from Hiring a Freelance Paralegal Certified in Bookkeeping and Taxes
Here’s why hiring someone with this versatile skillset is a smart move
Danielle Davis
4 days ago3 min read
3 views
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Bitcoin & Taxes: What You Need to Know as We Head Into the Future
Bitcoin isn't just a buzzword anymore—it's part of a financial revolution.
Danielle Davis
Mar 293 min read
2 views
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How QuickBooks Can Simplify Tax Season and Prepare Your Business for the Future
With QuickBooks, you’ll avoid extra charges because your books are already up-to-date.
Danielle Davis
Mar 262 min read
5 views
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The Importance of Staying Organized: Why Small Businesses Must Keep Their Documents in Order
If your records are unorganized, we charge a separate fee to sort through them outside of your tax preparation service.
Danielle Davis
Mar 193 min read
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Strategies for Small Businesses When It’s Time to Pivot
Are you a small business owner facing challenges or exploring new opportunities?
Danielle Davis
Mar 143 min read
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Why the Type of Business Structure You Choose Matters
The business structure you select impacts things like your taxes and liability.
Danielle Davis
Mar 63 min read
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How Businesses Can Use Accounts Receivable as Leverage for Business Loans
For many businesses, cash flow is the lifeblood of operations. But what happens when revenue is tied up in unpaid invoices?
Danielle Davis
Mar 23 min read
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Understanding the 1031 Exchange: A Powerful Tool to Defer Capital Gains Taxes
Learn how to defer capital gain taxes on the sale of your investment property.
Danielle Davis
Feb 283 min read
2 views
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Top 10 Businesses with the Lowest Failure Rate: Smart Ventures for Long-Term Success
Starting a business is a dream for many, but the fear of failure holds some people back.
Danielle Davis
Feb 264 min read
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Smart Ways to Use Your Tax Refund
Your tax refund can be a powerful financial tool if used wisely.
Danielle Davis
Feb 243 min read
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Maximize Your Tax Savings: Write Off Your Tax Prep & Bookkeeping Fees
As a small business owner, every dollar counts when it comes to reducing your tax liability and keeping more of your hard-earned money.
Danielle Davis
Feb 202 min read
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How Owner-Operators Pay Themselves a Salary and Distributions with Their S-Corp
Owner-operators structured as S-Corps can legally take distributions in addition to their salary, but it must be done correctly to avoid IRS
Danielle Davis
Feb 202 min read
2 views
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Embracing Your Single Season: A Time for Financial Growth and Stability
For many women, being single can feel like a season of waiting—a time when life is on pause until the right partner comes along. However, th
Danielle Davis
Feb 192 min read
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How Having a W-2 Job and a Small Business Can Benefit Your Tax Return
Many people assume that having both a traditional W-2 job and a small business complicates taxes, but it can help minimize your tax liabilty
Danielle Davis
Feb 194 min read
10 views
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How to Start an Owner-Operator Trucking Business: A Step-by-Step Guide
Starting an owner-operator trucking business can be a game-changer for truck drivers looking to gain financial independence.
Danielle Davis
Feb 143 min read
6 views
0 comments


Why Lower-Income Tax Clients Are More Difficult Than Higher-Income Clients
The difference between low-income and high-income tax clients isn’t just about money—it’s about mindset, organization, and understanding.
Danielle Davis
Feb 133 min read
3 views
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Why Tax Preparation Fees and Bookkeeping Fees Are Separate for Small Business Owners
When working with a tax professional, you may notice that tax preparation fees and bookkeeping fees are billed separately.
Danielle Davis
Feb 133 min read
2 views
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The Stages of Wealth: A Roadmap to Financial Success
Wealth is not something that happens overnight—it’s a journey with different stages, each requiring a unique mindset and strategy.
Danielle Davis
Feb 122 min read
3 views
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