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Maximize Your Profit: Choosing the Best Payout Strategy for Your Texas Business
Once your business starts turning consistent profit, how you pay yourself becomes a critical financial decision — not just an accounting...
Ely Bustos
1 min read
Back-to-Business Basics: Clean Books, Clear Mind
August may not feel like a big month on the business calendar—but it’s the perfect time to get your financial house in order before the...
Ely Bustos
2 min read
Business Owner’s Guide: 3 Smart Financial Moves Before Year-End
The fourth quarter flies by fast. If you’re a business owner, the time to think about tax strategy and financial planning isn’t December...
Ely Bustos
2 min read
The Client Experience Evolution: Increasing Your Firm's Value Through Strategic Partnerships
Partnering for Peak Performance: How Collaboration Can Redefine Client Success In today's interconnected world, clients expect seamless,...
Ely Bustos
2 min read
RSUs, Stock Compensation, and Tax Surprises—Don’t Let the IRS Catch You Off Guard
If you work in tech or at a startup in Austin, chances are a big chunk of your paycheck comes in stock, not cash. Restricted Stock Units...
Ely Bustos
3 min read
Mid-Year Money Check: Are You on Track?
As we cross the midpoint of 2025, it’s the right time to hit pause and assess how your business is performing financially. Whether you’ve...
Ely Bustos
2 min read
Tax & Retirement Planning Tips for H-1B & TN Visa Holders: What Every Skilled Worker Should Know
Here’s a simple checklist to keep your tax and retirement plans on track even with immigration uncertainty:
a m
3 min read
Selling Stock Without Blowing Up Your Tax Bill: Timing, Gifting, and Layering Strategies
Selling a large stock position sounds simple — until taxes enter the picture. Without a plan, you could lose 20–30% of your gains to capital gains tax and NIIT (net investment income tax).
a m
1 min read
How to Know If Your Financial Advisor Is Giving You the Full Picture
Not all financial advisors are created equal — and not all of them are looking out for your best interests. If your current advisor isn’t...
a m
1 min read
Too Much of a Good Thing? What to Do If Most of Your Wealth Is Tied to Company Stock
It’s a good problem to have — until it’s not. If most of your net worth is tied up in your company’s stock, congratulations… and also...
a m
1 min read
Beyond the Numbers: Why CPAs and Tax Attorneys Need a Trusted EA Partner
The Untapped Referral Goldmine: Partnering with an Elite EA to Enhance Client Outcomes As a CPA or tax attorney in Texas, you're the...
a m
3 min read
The Strategic Advantage: How Outsourcing Bookkeeping and Non-Core Tax Work Can Transform Your CPA Firm
Supercharge Your Texas CPA Firm: The Power of Strategic Outsourcing In the fast-moving world of accounting, being efficient and...
a m
3 min read
Cash Flow Is a Strategy — Not Just a Report
Revenue looks great on paper— but if your bank balance doesn’t match, you’re not alone.
a m
1 min read
You’re Growing Fast — Are Your Entity and Tax Structures Built to Keep Up?
Most Austin businesses start simple — usually as an LLC. But as you grow, that original setup may no longer support your financial goals...
a m
1 min read
Self-Employed in Texas? Here’s How to Deduct Health Insurance and Medical Expenses the Smart Way
Here’s a simple guide using real-world math to show when you should use Schedule C vs Schedule A.
a m
2 min read
Are You Paying Yourself the Right Way? Salary vs. Distributions in Texas
Once your business starts turning consistent profit, how you pay yourself becomes a critical financial decision — not just an accounting det
a m
1 min read
Your Business Outgrew TurboTax — Now What?
TurboTax and that part-time CPA cousin might not cut it anymore.
a m
1 min read
How to reduce risk in a Concentrated Stock Position Using ETFs (Without Overcomplicating It)
More advanced strategies might include options overlays, custom baskets, or structured notes — but even a simple ETF pairing can reduce your
a m
1 min read
How EA differs vs CPA
See the differences between Enrolled Agents vs Certified Public Accountants. SCTAA discusses.
a m
1 min read
Stop Losing Money! Three Hidden Financial Mistakes Health & Wellness Businesses Make Are you accidentally throwing money away in your wellness business? 🤔
If you’re a yoga instructor, massage therapist, gym owner, or nutritionist in Austin, Dallas, Houston or San Antonio, you’re probably...
a m
1 min read
Outsource Your Bookkeeping & Partner with us to develop your Financial Strategy
We provide expert bookkeeping and tax advisory to help businesses and professionals streamline finances, reduce tax burdens, and plan for long-term growth. Unlike generic bookkeeping firms, we offer strategic financial guidance—giving you clarity, confidence, and the freedom to focus on what you do best.
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