Why Your Tax Refund (or Balance Due) May Be Very Different This Year
Surprised by your tax refund or balance due? Learn how withholding, bonuses, side income, and investments affect your taxes — and why planning matters.
It’s January—What Tax Moves Are Still Available
January is an interesting time of year for taxes. It is the start of a new tax year, W-2s and 1099s are starting to appear, and many taxpayers feel a sense of urgency—“Is it too late to do anything?” There is often confusion about what tax decisions are already past us and where there may […]
Why Every Nonprofit Needs a Professional Accountant — Not Just a Clerk with QuickBooks
In nonprofit work, every dollar has a purpose — and every financial decision has an impact. Yet many nonprofits unintentionally undermine their mission by relying on untrained bookkeepers, clerks, or volunteers to manage their accounting. As auditors, we see this frequently, and not because nonprofits lack dedication. It’s because many organizations underestimate how specialized nonprofit […]
Nonprofit Lease Accounting: ASC 842 Compliance Guide
Learn how nonprofits can stay compliant with ASC 842 nonprofit lease accounting standards by tracking right-of-use assets and lease liabilities correctly.
Beyond Bookkeeping: How Fractional CFO Services Turn Numbers into Strategy
Discover how fractional CFO services go beyond bookkeeping and accounting to deliver the financial strategy and insight your business needs for growth. Rose Group CPAs combines controller-level expertise and CFO vision to turn financial reports into real results.
IRS Recordkeeping Rules: What Individuals and Businesses Need to Know (Plus New 2025 Law Updates)
Keeping meticulous records isn’t just smart—it’s essential. Whether you’re an individual taxpayer or a business owner, good documentation helps you stay compliant with IRS rules, unlock every tax benefit, and sidestep headaches come tax season. Plus, with the new One Big Beautiful Bill Act becoming law on July 4, 2025, there are important changes to […]
Maximizing Tax Savings with Qualified Small Business Stock (QSBS): How Business Owners Can Save Millions in Taxes
As a business owner or investor, understanding the tax advantages available through Qualified Small Business Stock (QSBS) can result in substantial tax savings. This powerful tax incentive, codified under Section 1202 of the Internal Revenue Code, offers one of the most generous tax exclusions available to investors in qualifying small businesses. What is Qualified Small […]
Why Strong Accounting Records Are the Foundation of a Smooth Audit
The quality and timeliness of that opinion depend heavily on one thing: the strength and accuracy of your underlying accounting records.
One Big Beautiful Bill Act: What You Need to Know and Plan For Now
The comprehensive tax legislation signed on July 4th brings major changes affecting your 2025 taxes and beyond. From permanent lower tax rates and enhanced standard deductions to new credits for families and special deductions for seniors, these provisions create significant planning opportunities—but only if you act now.
The Truth About the “Big, Beautiful” Tax Bill and Social Security Benefits
If you’ve seen recent headlines—or even received an email from the Social Security Administration—you might be wondering whether Social Security benefits are now completely tax-free under the newly passed One Big, Beautiful Bill. Some messages have claimed that nearly 90% of recipients will no longer owe any federal income tax on their benefits. That would […]