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Stay informed with the latest tax tips, guides, and industry updates from our team.

After 25 years of working with small businesses, these are the costly mistakes I see again and again. Most are easy to fix once you know what to look for.
By Cody Cain

High income brings high taxes, but also more opportunities to save. Here are the strategies that sophisticated investors use to keep more of what they earn.
By Cody Cain

Clean books make tax season smooth. Messy books lead to missed deductions and surprise bills. Here is why the relationship between your bookkeeper and CPA matters more than you think.
By Cody Cain

Your income doubled but your tax plan did not keep up. Here is how high earners end up overpaying, and what a proactive approach looks like.
By Cody Cain

The OBBB Act signed on July 4, 2025 changed federal tax law in major ways. Here is what matters most for business owners in Ohio, and what to watch for at the state level.
By Cody Cain

The OBBB Act raised the estate tax exemption to $15 million and made it permanent. If you have a sizable estate, here is what changed and what it means for your plan.
By Cody Cain