What Smart Tri-State Owners Do When Using AI for Small Business Growth
Key Takeaways Small businesses often see faster financial returns from AI than large companies because they can change workflows quickly AI only works if you can tie it to measurable outcomes like cost savings, revenue growth, or capacity gains Time...
AI Productivity Hacks For Your Tri-State Business
Key TakeawaysAI provides the most immediate value when applied to existing business leaks like scheduling, invoicing, and slow customer response times Business owners can use AI as a high-speed data analyst to uncover profit margins, customer segments, and...
What’s My Tri-State Partnership or S Corp Tax Filing Deadline?
Key TakeawaysThe Partnership and S Corp tax filing deadline is Monday, March 16, 2026. These returns don’t calculate tax owed by the business. They generate Schedule K-1s for the owners. You cannot accurately file your personal return without your finalized...
TurboTax vs Tax Preparer: How Should I File My Tri-State Business Taxes?
Key TakeawaysDIY tax software can work for very simple, low-income businesses, but it assumes you already know how to classify transactions and identify tax opportunities. A tax preparer makes sure expenses, credits, and entity decisions are handled legally and...
What Do I Need to Bring To My Tax Appointment With My Tri-State Accountant?
Key Takeaways Personal and business identification details, including Social Security numbers and business IDs Complete income records Documentation that supports deductions, credits, and major purchases Proof of tax payments already made during...
What’s The Last Date For Employers To Send Out W-2 Forms to Tri-State Employees?
Key TakeawaysW-2s and 1099-NECs must be sent to workers by February 2, 2026 (for the 2025 tax year). Those same forms must also be filed with the government by February 2, 2026, whether you file electronically or on paper. If you file 10 or more total...
How Many KPIs Should You Have For Your Tri-State Business?
Key TakeawaysYou only need 5–9 true KPIs for effective 2026 planning. KPIs should connect directly to a specific financial or strategic goal. Too many KPIs dilute focus and slow decision-making. The right KPIs help you act earlier, not just analyze...
Season’s Greetings From Tri State CPAs
Season’s greetings from the Tri State CPAs team. For you and me both, this week can feel like a blur – trying to finish out last-minute year-end tax moves while making sure the books are wrapping up nicely. And while it’s rather fast-paced here at Tri State...
What Are The Year-End Tax Moves to Make Now For Tri-State Business Owners?
Key TakeawaysIt is not too late to create meaningful tax savings before December 31, but the remaining moves are very timing-sensitive. Low-cost, in-stock equipment and supplies are the most realistic last-minute purchases that can still be deducted this...
Big Beautiful Bill Details Tri-State Business Owners Might Have Missed
Key Takeaways The more favorable EBITDA-based business interest deduction limit is back for your 2025 tax year. (New restrictions are coming in 2026.) New R&E rules aren’t automatic. Retroactive benefits for 2022–2024 require elections, deadlines, and...