Aligned CPA

06/23/2026

Tax planning isn't something to think about in December.

Our Tax Planning Sessions help you understand where you stand today, project your tax liability, and identify opportunities to reduce taxes before year-end.

During your session, we'll:
• Review your financial statements
• Project your tax liability
• Discuss tax-saving opportunities
• Create a personalized strategy for the remainder of the year

July Tax Planning Sessions are now being scheduled for our monthly clients.

If you're a monthly client, call our office today to reserve your session.

06/22/2026

06/22/2026

Are you only thinking about taxes when it's time to file your return?

That approach could be costing your law firm thousands of dollars in missed opportunities.

Smart tax strategy planning happens throughout the year. From selecting the right business structure to maximizing retirement contributions and using tax projections to guide decisions, proactive planning can help reduce taxes and improve cash flow.

In our latest blog, we share practical strategies that solo attorneys and small law firm owners can use to make smarter financial decisions all year long.

📖 Read the full blog on our website and discover how a proactive tax strategy can support the growth of your firm: https://alignedcpa.com/blog/tax-strategy-planning/

06/21/2026

Today, we celebrate the dads, grandfathers, mentors, and father figures who lead by example, support through every season, and inspire those around them to grow.

Happy Father’s Day to all the fathers making a lasting impact every day. 💚

06/19/2026

Juneteenth commemorates the day freedom finally reached all enslaved people in the United States and serves as a reminder of the ongoing pursuit of equality, opportunity, and justice.

Today, we honor the resilience, contributions, and achievements of Black Americans while reflecting on the importance of freedom and progress for all.

Happy Juneteenth.

06/18/2026

Many solo attorneys focus on winning cases and growing their practice, but retirement planning often gets pushed aside.

The right retirement plan can help you reduce taxes, build long-term wealth, and create more financial security for the future.

In our latest blog, we break down the top three retirement plan options for solo attorneys in 2026, including the pros, cons, and tax-saving opportunities of each.

✔️ Solo 401(k)
✔️ SEP IRA
✔️ Defined Benefit Plan
✔️ How to choose the right option for your firm

A smart retirement strategy is more than a savings plan. It's a key part of your overall tax strategy.

Read the full blog: https://alignedcpa.com/blog/top-3-retirement-plan-options/

06/17/2026

We're excited to share that Aligned CPA is now Clio Certified!

This certification demonstrates our proficiency with the Clio platform and strengthens our ability to support law firms that use Clio to manage their practice.

We're committed to helping law firms build stronger systems, improve financial visibility, and position their firms for long-term growth.

We're excited to continue serving the legal community with specialized accounting and advisory support.

06/16/2026

Big congratulations to Logan on passing his 4th and final CPA exam!

Earning a CPA license is no small feat. This milestone represents countless hours of studying, sacrifice, and determination, and we couldn't be happier to celebrate this achievement with him.

Congratulations, Logan. This accomplishment is well deserved, and we are proud to have you on the Aligned CPA team.

Please join us in celebrating this major milestone!

06/15/2026

Many law firm owners choose the cheapest payroll solution available, only to discover later that payroll mistakes can trigger costly IRS penalties, interest charges, and compliance headaches.

In our latest blog, we break down the hidden risks of low-cost payroll providers, the payroll tax mistakes we see most often, and how solo and small law firms can protect their cash flow while staying compliant.

Read the full article to learn how the right payroll system can support better tax planning, cleaner financial reporting, and long-term firm growth: https://alignedcpa.com/blog/payroll-tax-penalties/

06/12/2026

All jokes, Ashton is the best!