Tax, accounting, and owner-finance notes.
Practical notes on tax, accounting, owner finance, and firm workflow setup.
S-corp reasonable comp self-audit
A 7-question worksheet for S-corp owners to spot W-2 vs distribution risk before year-end.
Get the free PDFTaxDome workflow setup before more templates
Fix ownership, client requests, reminders, and testing before adding another TaxDome template.
Read articleTaxDome implementation service cost and scope
What a contained setup should include, what changes price, and how to avoid rebuilding everything at once.
Read articleTaxDome bookkeeping workflow setup
A monthly close workflow for source-document collection, questions, review, and delivery.
Read articleTaxDome client request workflow cleanup
How to make client requests specific enough to reduce follow-up emails and staff confusion.
Read articleYear-end tax planning for individuals
A practical review of income timing, withholding, estimates, deductions, and investment tax questions before year-end.
Read articleEstimated tax payments for 1099 income
How self-employed taxpayers can plan around profit, quarterly payments, and tax reserves.
Read articleMonthly bookkeeping close checklist
A repeatable close process for reconciliations, transaction review, AR, AP, payroll, and owner-ready reports.
Read articleBookkeeping cleanup before tax season
What to fix before filing: reconciliations, balance sheet accounts, owner activity, and missing documents.
Read articleS corp reasonable compensation basics
How owner-employees should think about payroll, distributions, documentation, and planning.
Read articleS corp basis, distributions, and tax planning
Why basis, distributions, shareholder loans, and bookkeeping need to be reviewed together.
Read articlePlanning before filing season
Why the useful tax work happens before the return is due.
Read related serviceMonthly close as an owner tool
Clean books are not compliance paperwork. They are the starting point for decisions.
Read related serviceCash, compensation, and tax reserves
A practical framework for owner-led businesses.
Read related serviceTax-aware household planning
Coordinating equity, rentals, retirement, and estimated payments.
Read related service