Lori Aveni, CPA, PLLC

08/19/2026

Back-to-school season is a signal that the year is moving faster than it feels. For business owners, August is the month to reset your financial focus, review your Q3 performance, and make sure the habits and systems you are building now will carry you through the most important quarter of the year. 💼

08/11/2026

Mid-August is a great time to stop and measure not just how busy your business has been but how financially healthy it actually is. Revenue is one thing. Profit, cash flow, and tax preparedness are another. Make sure you know the difference and where you stand on all three right now. 💡

08/03/2026

August is here, and Q4 is closer than it looks. The business owners who finish 2026 with real results are not waiting for the perfect moment to get their finances in order. They are doing it right now in August, when every decision still has enough time to make a meaningful difference before December. 📈

05/20/2026

The IRS’s sending of about 1.4 million CP53E notices sparked concerns about errors and fraud. A release from the Taxpayer Advocate Service urged taxpayers to verify their accounts directly on IRS.gov.

07/30/2024

Most businesses must register at fincen.gov by December 31 to comply with the Corporate Transparency Act. Please know there is no fee for this registration and it should only take about 10 minutes to complete. Scammers are taking advantage of this rule and trying to trick you into paying them to file for you. Here is an example of a form one of my clients received. Please disregard, as this is not a valid IRS document.

Failure to file the report may result in fines of $500 PER DAY, so you don't want to skip this!

07/22/2023

Shred day is happening now! Come on out until 10:30

07/13/2023

You may have seen this news story about taxpayer data being shared with Meta/Facebook. Rest assured our firm does not use any of the tax products mentioned in the article. These are software products intended for do-it-yourself tax preparation. We use software designed for tax professionals and follow strict protocols to keep your personal data safe.

Some of America’s largest tax-prep companies have spent years sharing Americans’ sensitive financial data with tech titans including Meta and Google in a potential violation of federal law — data that in some cases was misused for targeted advertising, according to a seven-month congressional ...

02/02/2023

The groundhog saw his shadow. 10 more weeks of tax season!