From the Ledger

Tips, reminders, and real-world insights for small business owners and taxpayers.

These tips are based on common client questions and real-life scenarios—but they won’t apply to everyone. Always check with your tax professional (or give us a call) before making decisions based on this information.

Larissa Davidson 8/25/25 Larissa Davidson 8/25/25

Tax Projection FAQs

What tax projections are, why they matter, and whether they’re right for you.

Larissa Davidson 7/14/25 Larissa Davidson 7/14/25

IRS Identity PIN: What It Is & Why It Helps

A free IRS IP PIN can help protect your identity and prevent tax fraud—especially if you’ve had issues in the past.

Larissa Davidson 7/7/25 Larissa Davidson 7/7/25

Tax Changes from the “One Big, Beautiful Bill”

Major tax changes just became law—here’s what might actually impact you, your family, or your business.

Larissa Davidson 3/31/25 Larissa Davidson 3/31/25

IRS 2025 “Dirty Dozen” Tax Scams

From phishing and fake charities to shady tax preparers, here are the 12 IRS scams to watch for in 2025—and how to protect yourself.

Larissa Davidson 3/18/25 Larissa Davidson 3/18/25

Scam Alert: Fake Tax Relief Calls

Scammers are impersonating the IRS with fake “Fresh Start” calls—learn how to spot the red flags and what the real program actually looks like.

Larissa Davidson 3/3/25 Larissa Davidson 3/3/25

Are Your Social Security Benefits Taxable?

Many retirees are surprised to find out that Social Security isn't always tax-free—here's how to tell if you're affected and what you can do.

Larissa Davidson 2/10/25 Larissa Davidson 2/10/25

Why Statements Aren’t Enough

Credit card statements alone won’t satisfy the IRS—here’s what documentation you really need to keep.

Larissa Davidson 6/17/24 Larissa Davidson 6/17/24

Just Married?

Here’s your post-wedding tax checklist.

Larissa Davidson 3/20/24 Larissa Davidson 3/20/24

Know Your Rights as a Taxpayer

The IRS has a Taxpayer Bill of Rights—and understanding these protections can help you feel more confident and informed when dealing with tax matters.