Theresa A Mitchell CPA, CFP

03/18/2026

Taxes for businesses don't stop at April 15th for business owners. Discover the other deadlines that matter - plus how to reduce them and strengthen controls around digital cash transactions.

April 15th isn’t a one-and-done tax deadline for businesses. Many other filing dates surface throughout the year. In this edition, we look at the range of taxes business owners face beyond their own annual income tax return and share practical ways to reduce them. We also examine digital cash...

02/18/2026

Tax season has a funny way of being both a rearview mirror and a crystal ball. It shows you exactly where you’ve been, and if you know where to look, it can quietly point the way forward. In this issue, we dig into how your business tax return can double as a planning tool for smarter decision...

02/18/2026

Your tax return isn't just paperwork, it's a roadmap. Learn which numbers matter most. And don't miss the March 16 filing deadline for S corps and partnerships. You may owe a hefty penalty if you do!

Tax season has a funny way of being both a rearview mirror and a crystal ball. It shows you exactly where you’ve been, and if you know where to look, it can quietly point the way forward. In this issue, we dig into how your business tax return can double as a planning tool for smarter decision...

01/21/2026

Tax deadlines are closer than they look, and cash questions never really go away. In this month's newsletter you'll find a tax prep checklist and simple ideas for forecasting your cash flow.

This time of year often brings two familiar realities for business owners: tax deadlines start to feel closer than expected, and questions about cash tend to move from the background to the foreground. In this issue, we focus on both in a straightforward, practical way. The first article offers a cl...

01/01/2026

Happy New Year! 🥳 May your life be filled with love, health, happiness and prosperity!

12/17/2025

Time to prepare for year end. Here are some great tips.

Holiday season also brings about preparing for year-end with those having a calendar based tax year. There is plenty that can be done now, to make the process of preparing for and filing your tax return. Included this month are some great ideas to help make the process a bit easier. Also included is...

11/19/2025

Small businesses are prime targets for scams starting now. Spot these threats and strengthen your cybersecurity with these ideas before fraudsters strike.

10/15/2025

Year-end is crunch time for businesses. Tighten up your books, smooth out cash flow, and step into 2026 ready to go. Check out our latest tips to finish 2025 strong and start 2026 on a positive note.

The year’s final stretch can feel like a race and a juggling act all at once – sales pick up, expenses sneak in, and cash flow becomes a moving target. On top of that, your books need some attention before the calendar flips. Whether you’ve been on top of your records or need to pl...

09/17/2025

Tired of high state business taxes? The pass-through entity tax deduction could save you big - or bite you later. Here's what to know before jumping in.

Every edge counts for businesses located in states with income taxes. Enter the pass-through entity tax (PTET) deduction. Designed to help owners sidestep the federal cap on state and local tax deductions, the PTET can turn a tax headache into a tax break. But you need to pay attention to the detail...

09/11/2025

08/20/2025

New business tax rules require action now. Here is what you need to know.

The One Big Beautiful Bill Act (OBBBA) of 2025 has many provisions that can work in your business's favor...if you know how to use them. In this month's issue, learn some of the major changes made to tax laws for your business and ideas to apply to help plan. Also included are ideas to help improve....