Newsletters

Some of our favorite client e-newsletters are stored in this archive. Feel free to browse!
 

• 01/22/2025 - 🚀 Your Tax Packet Has Been Launched + Meet StanfordTax
• 12/19/2024 - Tips to wrap up your books + final office hours today, 1-2pm
• 12/06/2024 - In-person client event! 🔑 Join us Wed, Dec. 11th in PT to "Wrap up your books for 2024"!
• 11/22/2024 - 🧦 Sockfull of gratitude for you & your business - PLUS, save the December date for our year-end, in-person event!
• 10/31/2024 - 🔥 On fire: BOI reporting for your business to FinCEN - by year-end!
• 06/13/2024 - Renewals coming, June 17th tax data deadline & virtual office hour TODAY, 1-2pm
• 05/21/2024 - 🌺 Summer taxes: virtual office hours Thursdays + June 17th tax data deadline
• 04/11/2024 - 🕗 Tax tasks by April 15th - do any of these apply to you?
• 03/14/2024 - 🐤 Extension report & final Virtual Office Hour, 1-2pm today, before our March 18th tax data deadline
• 02/14/2024 - 💘 Love those DONES for our Feb. 15th deadline! Get 1:1 help at Virtual Office Hours tomorrow
• 02/08/2024 - W-3s, 1099-INTs & ⏲️ today's Virtual Office Hours (1-2pm)
• 01/23/2024 - Tax Season - What's New and What You Need to Know
• 12/08/2023 - Join us Dec. 15th for our year-end client event: Wrap up your books for 2023!
• 09/06/2023 - Book Your Tax Planning in Oct.-Dec. / Our 1-Year anniversary downtown!
• 08/04/2023 - 🏖️ Summer office hours & Aug. 15th tax data deadline
• 06/27/2023 - New payroll tax starts July 1st in WA - not mandatory for LLC owners
• 06/14/2023 - Hop to it! June 15th tax data deadline + ERC FAQ
• 03/22/2023 - New grant, credit, tax & other SPRING tax season updates
• 03/10/2023 - Am I DONE? The March 15th deadline & our new SmartVault video
• 01/10/2023 - This Tax Season, What (& When) to Expect from The Business Guides
• 12/15/2022 - Live Q&A tomorrow (noon-1pm Friday) for your Year-End Bookkeeping questions
• 11/11/2022 - You're invited to our Lunch & Learn event! Mon., Nov. 21st IN PERSON in PT
• 10/25/2022 - Invitation to Tax Planning before Year-End
• 07/21/2022 - We're officially downtown! Plus: ERC phishing, cross-country bike trip for Christine & more
• 06/08/2022 - Our move, your pets, the Employee Retention Credit & more
• 02/10/2022 - 💘 Love these SmartVault "Top Tips": Bookkeeper access, VFF, deadlines & more
• 01/14/2022 - Your new tax portal (SmartVault) - coming next week!
• 12/29/2021 - More on our move; LTC payroll tax news; New Years Eve office closure
• 12/10/2021 - 🔊 Recording for You: Best Practices for Year-End Bookkeeping Webinar with Sarah & Shelly
• 09/16/2021 - Friday & Tuesday EIDL webinars - debt pay-off now eligible
• 08/27/2021 - Virtual or in-person meetings? Tell us. Plus the news.
• 06/18/2021 - Advance Child Tax Credit payments & recording of new state payroll tax webinar