SME CPA BLOG

Do you need to file a 1065? What about an 8828 or a 1099-DIV? Tax forms quickly get confusing. Here’s a breakdown of the most important ones to know based on your circumstances, plus a look into federal withholdings.  Tax forms for the individual If you’re alive and breathing… file Form 1040.  This is your…

The wealth management needs of business owners are often a lot more complex than those of individuals. That’s why we’ve teamed up with Avantax Planning PartnersSM to offer a financial planning solution that helps you navigate the unique financial challenges of today’s entrepreneurs. What is wealth management and why does it matter to business owners?…