Notes
Written the way the work is done.
Short explanations of the choices this practice actually asks clients to make. Not a news feed, and not advice for a return I have not seen.
September 2026 · 4 min
What November 15 decides
The annual calendar is built from the businesses that enroll. After that date, year-round work is whatever still fits — not a promise that it will.
September 2026 · 5 min
Review the books, or close them
The $325 a month between the two year-round levels is not a discount. It is a different job.
September 2026 · 4 min
When a second owner changes the work
Separate 1040s and basis tracking are the reason multi-owner S corporations and partnerships are not the same fee as a single-owner company.
September 2026 · 3 min
Filing-only, on purpose
Compliance without a year-round package is still offered for 2026 returns — fewer of them, at a published fee, for two specific shapes.
September 2026 · 4 min
A Texas LLC owned by spouses
Community-property rules can change whether that company is a partnership or a disregarded entity. The return follows the choice.