Featured Posts
Read our expert tax tips, business best practices and more.
Recent Insights
Which OBBBA Changes Take Affect in 2026?
Beginning in tax year 2026, several significant federal tax changes enacted under the One Big Beautiful Bill will take effect, reshaping deductions, credits, and planning opportunities for individuals, families, and business owners. Many of these provisions are...
When to Start Drawing Social Security (Considering Three Major Updates in 2025)
Deciding when to start drawing Social Security is one of the most important financial decisions retirees faces, especially in 2025, as several policy shifts and economic factors are reshaping the landscape. At a glance: Individuals can start drawing social...
A Short Guide to Side-Gig Taxes: Deductions and Strategies
Recently, MarketWatch reported that 51 percent of Americans have worked a side hustle in the past year, with the percentage being much higher (72 percent) for younger, Gen Z Americans. For more than half of us, it’s a direct way to make ends meet. Since so many of us...
2025 Year-End Business Tax Planning Tips
As year-end approaches, now is the ideal time for business owners to take a proactive look at their tax picture and consider strategies that can reduce their taxes, help cash flow and position the company for success in the coming years. Review our top tax planning...
2025 Year-End Tax Planning Tips for Individuals
Our tax expert Tabitha Regan, CPA/PFS, CFP® has compiled the most important and relevant year-end tax tips for individuals. New in 2025: Increased SALT Deduction The OBBBA of 2025 raises the cap on the state and local tax (SALT) deduction for taxpayers that itemize...
LittleOwl CPA Tax Season Checklist
Social security numbers Bank account numbers Dates of birth Last year’s tax return W-2 forms IRA/Pension distributions (1099-R) Social Security benefits (SSA-1099) Contract work (1099-NEC) Interest income (1099-INT) Dividend Income (1099-DIV) Business income Rental...