by Stapley Accounting | Aug 18, 2026 | Small Business
Self-employed? Don’t overlook a Roth IRA Some small business owners overlook Roth IRAs because they assume their income is too high for them to qualify to make Roth contributions. Others may think their current tax rate is higher than it will be in retirement, making... by Stapley Accounting | Aug 13, 2026 | Business
2 retirement plans for small businesses with lean budgets Most business owners would like to offer their employees a 401(k) retirement savings plan with all the bells and whistles. But for small businesses with lean budgets and small staffs, offering such benefits may... by Stapley Accounting | Aug 11, 2026 | Small Business
What’s a “small business,” and why does it matter? Although your business may seem big to you, you may wonder how the government classifies it for tax purposes. If your organization qualifies as a “small business,” you may enjoy several important tax advantages. But... by Stapley Accounting | Aug 6, 2026 | Individual Tax
Fine-tune your tax withholding after filing your return Many taxpayers discover at filing time that their tax payments during the year didn’t align with their actual liability — either too much or too little was withheld from their paychecks. A small difference is to... by Stapley Accounting | Aug 4, 2026 | Small Business
Tax identity theft: Cache Valley businesses are at risk, too Tax identity theft isn’t limited to individual taxpayers — businesses are also targeted through their Employer Identification Numbers (EINs), payroll systems and tax filings. The financial impact of these... by Stapley Accounting | Jul 30, 2026 | Individual Tax
The “kiddie tax” can apply long after childhood Many parents don’t know that the so-called “kiddie tax” exists. Others assume it affects only minor children. But it also can apply to full-time students through age 23 and 18-year-olds even if they aren’t full-time... by Stapley Accounting | Jul 23, 2026 | Individual Tax
Should you make after-tax, non-Roth 401(k) contributions? If you participate in a company 401(k) plan, you already know that you can make pre-tax contributions up to the annual elective deferral limit to a traditional, tax-deferred account. If your 401(k) plan offers... by Stapley Accounting | Jul 21, 2026 | Uncategorized
Unlock tax-free gains with QSB stock If you run your business as a C corporation, you may be eligible for a potentially significant tax break for qualified small business (QSB) stock. This opportunity has existed for years, but recent tax law changes have enhanced it.... by Stapley Accounting | Jul 16, 2026 | Individual Tax
Protect yourself from fraudsters impersonating the IRS and other tax scams Tax scammers continue to target taxpayers through email, text messages, phone calls and regular mail. They often try to create urgency or fear to trick victims into sharing sensitive... by Stapley Accounting | Jul 14, 2026 | Small Business
Material participation: Why it matters for Cache Valley LLP and LLC owners The passive activity loss (PAL) rules may limit your ability to deduct losses from a business structured as a limited liability partnership (LLP) or limited liability company (LLC). Depending...