Megan Gerhart, CPA

Megan Gerhart, CPA Aligned business financial and tax guidance and planning for soul-aligned high impact CEOs

There is a saying, don't let the tax tail wag the dog. When you have a business expense, you get to write off 100%, but ...
01/08/2026

There is a saying, don't let the tax tail wag the dog.

When you have a business expense, you get to write off 100%, but it's only saving you 30% in taxes.

So that unnecessary $100 purchase, while saving you $30 in taxes, still cost you $70!

Don't buy things that don't have a return on your business in either time, money, or energy.

There are two very different ways people approach taxes.

The Old Way:
Buy all the things.
Pile on expenses you don’t actually need.
Tell yourself “at least it’s a write-off.”

This lowers taxable income.
It also quietly drains cash, clarity, and momentum.

The Smarter New Way:
Spend intentionally.
Only invest in things that actually strengthen your business.
Let tax strategy support profit, not sabotage it.

Good tax planning isn’t about spending money to avoid taxes.
It’s about keeping more of what you earn without shrinking your business.

Think of it like pruning a tree.
You cut with purpose so it grows stronger.
You don’t chop branches just to say you used the saw.

If you’ve ever wondered whether an expense is “smart” or just “deductible,” you’re asking the right question.

How would you like guidance on making tax decisions that actually support your bottom line?

Your taxes aren't just annoying paperwork.They're the foundation of how safe, profitable, and calm your business actuall...
01/07/2026

Your taxes aren't just annoying paperwork.

They're the foundation of how safe, profitable, and calm your business actually feels.

Handing them to the wrong person can cost you money, time, and sleep.

Here's why you shouldn't trust just anyone with your taxes:
Tax mistakes are expensive: Penalties, interest, missed deductions, audits. A skilled tax professional gets it right the first time and knows what to look for before it becomes a problem.

Not all tax preparers are created equal: Software and shortcuts don't replace training, strategy, or real experience working with business owners like you.

You deserve clarity, not confusion: Your tax person should explain what's happening, why it matters, and what to do next. No mystery. No shame.

Real tax support creates space: When taxes are handled well, you make decisions with confidence instead of fear. That's freedom.

Your taxes deserve care, strategy, and someone who actually has your back.

Have you ever worked with a tax professional you truly trusted?

If you're ready for that level of support, you know where to find me 🤎

The official answer, as always, is IT DEPENDS! Here's a quick guide:✅ Fully deductible if it's provided to employees in ...
01/06/2026

The official answer, as always, is IT DEPENDS!

Here's a quick guide:
✅ Fully deductible if it's provided to employees in the workplace.

✅ Deductible as a business meal if purchased during a meeting with a client.

✅ Deductible if it's part of your business travel expenses.

❌ Not deductible if it's coffee by yourself, with friends, or for your home office.

PS. Always keep detailed receipts and documentation to back up your claims!

What's your go-to coffee order? ☕🤎

Year-end is here, which means it's time to get your tax house in order.A little purposeful intention now saves a lot of ...
01/05/2026

Year-end is here, which means it's time to get your tax house in order.

A little purposeful intention now saves a lot of unintended scrambling later.

(And if you have an amazing bookkeeper, they'll handle most of these FOR you!)

Here's your year-end tax checklist:
1️⃣ Reconcile your accounts. Make sure bank statements, credit cards, and payment platforms all line up. Clean numbers mean fewer questions and fewer surprises.

2️⃣ Review how income and expenses are categorized. Misclassified transactions can mean missed deductions or unnecessary tax exposure. This step matters more than people think.

3️⃣ Run your Profit & Loss and Balance Sheet. These tell the real tax story of your year and highlight opportunities or red flags before filing season. (Check these monthly).

4️⃣ Gather and organize receipts. Digitize them, label them, store them in one place.

A little cleanup now creates calm, clarity, and better tax outcomes later.

But here's the thing: year-end prep is just one piece. Real tax strategy happens all year long, not just in a December scramble or April panic.

When you work with someone who's checking in on your numbers, planning ahead, and adjusting as your business grows? That's when taxes stop feeling like a burden and start working FOR you.

Ready to move from reactive to strategic?

You know where to find me 😘

As the year wraps up, it's time to make sure your tax forms are in order, whether you have employees and/or independent ...
01/05/2026

As the year wraps up, it's time to make sure your tax forms are in order, whether you have employees and/or independent contractors.

Questions? Drop them below, and save this post so you can find it when you need it 🤎

Started a side hustle this year?Here's the thing: any income you earn from that side gig is taxable. Even if it feels sm...
01/03/2026

Started a side hustle this year?

Here's the thing: any income you earn from that side gig is taxable. Even if it feels small or just like extra cash on the side. (That's what Al Capone went to jail for -- tax evasion 🤯)

The IRS considers it reportable income, and you need to keep accurate records so you're not blindsided come tax time.

What you need to know:

Keep track of ALL income, even if you don't get a W-2 or 1099.

Claim your business expenses (supplies, mileage, software, etc.) to reduce what you owe.

If you're making decent money from it, you might need to make estimated tax payments throughout the year so you're not hit with a giant bill in April.

Not sure where to start or what counts as "decent money"?

You know where to find me 🤎

Business owners make the same decisions on repeat:Gut feelings financial decisions instead of moves based on actual data...
01/02/2026

Business owners make the same decisions on repeat:
Gut feelings financial decisions instead of moves based on actual data.

And look, I get it. Pulling reports isn't exactly thrilling. But tracking your income, expenses, and key metrics? That's what gives you the clarity to grow without the guesswork.

Plus, KPIs are sexy ;-)

(KPIs are Key Performance Indicators -- a special set of numbers that show how your business is tracking)

It's not just about the numbers. It's about having a say over where your business is actually going.

It's the difference between using a GPS to get somewhere new & far away vs just asking your gut at every intersection and exit if it feels like the right way. You'll end up in Albuquerque instead of the shore.

What are you currently tracking in your business? And has it helped you make better decisions?

Let me know 🤎

Looking back on 2025, I'm filled with so much gratitude for the growth and opportunities this year has brought.New clien...
01/01/2026

Looking back on 2025, I'm filled with so much gratitude for the growth and opportunities this year has brought.

New clients, some messy challenges (hello hiring pains and tech troubles 😅), and milestones that honestly wouldn't have happened without you showing up and trusting the process.

Oy! I can't wait to see what 2026 has in store!

What were some of your biggest wins of 2025?

Drop them below so we can celebrate with you 🤎

Cheers to a new start and endless possibilities in 2026! We’re so grateful for your support and can’t wait to see what t...
01/01/2026

Cheers to a new start and endless possibilities in 2026!

We’re so grateful for your support and can’t wait to see what this new year brings for all of us!

Wishing you a happy, healthy, and prosperous New Year!

As we say goodbye to 2025, I want to take a moment to thank you for an incredible year.Your support, trust, and collabor...
12/31/2025

As we say goodbye to 2025, I want to take a moment to thank you for an incredible year.

Your support, trust, and collaboration has made this year truly special, and I'm so grateful.

Here's to new goals, new opportunities, and continued success in 2026 🤎✨

Who else is super excited about their 2026 plans!?!

Bonus points if you know the actual filing deadline!Tax season officially kicks off in January, with the IRS typically s...
12/30/2025

Bonus points if you know the actual filing deadline!

Tax season officially kicks off in January, with the IRS typically starting to accept returns in late January.

For the 2025 tax year:
- S Corp and Partnership returns are due March 15th, but that's a Sunday, so Monday, March 16th
- Personal and Corporate returns are due April 15th.
- Non-profit returns are due May 15th,
AND
- S Corp & Partnership extensions are due September 15th,
- Personal extensions are due October 15th,
- Non-profit extensions are due November 15th, but that's a Sunday, so Monday, November 16th.

Ooh, and no matter if you're on extension, your taxes are due by the original return deadline OR even earlier!

So here's the real question: are you ready for tax season, or are you still catching up on your bookkeeping?

No judgement. That's what we're here for ;-)

The last Monday of the year is here!With the new year just days away, can you believe how fast 2025 flew by?What's ONE T...
12/29/2025

The last Monday of the year is here!

With the new year just days away, can you believe how fast 2025 flew by?

What's ONE THING you're doing today to set the tone for 2026?

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Nazareth, PA

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