Blog

Cash Flow Management: The Ins and Outs of Working Capital
Cash flow is the lifeblood of any business. Without proper management of cash inflows and outflows, even the most profitable […]

Customer Feedback Analysis: Turning Insights Into Action
For any business, customer satisfaction is a key driver of success. Understanding how clients perceive your services and identifying areas […]

Navigating Tax Credits for Education Expenses: What You Need to Know
Investing in education is a significant financial commitment, but fortunately, the U.S. tax code offers various credits to help offset […]

All Costs Matter
Taking an organized, intentional approach to cost analysis and optimization In today’s economic climate, inflation and cost management are […]

What’s in Your Forecast?
Predicting Sales Based on Historical Data and Market Trends Sales and revenue are the lifeblood of any for-profit business, and […]

Your Marketing Playbook
Assessing and Adjusting Your Game Plan Based on Performance Metrics In the hypercompetitive modern business environment, a company’s success can […]

Remember… the IRS made changes this year
Key items were adjusted for inflation. Here’s a quick summary: The IRS regularly updates rules and guidance that impact individuals […]

Tax Preparation Checklist for the New Year
Time to start the process—tax time has begun! After celebrating—and hopefully recovering from—the arrival of the new year, it’s time […]

Getting a Jump on Small Businesses Year-End Tax Planning
While the end of the year might seem far off, September is actually a great time for small business owners […]

Fall Tax Facts, Tips and Deadlines
As we round the turn into autumn, tax deadlines come into view. (Exciting, right?) Whether you’re an entrepreneur, a freelancer, […]

Back-to-School Financial Tips for College Students: A Guide to Smart Money Management
As college students prepare to head back to school, it’s important to focus not only on academic success but also […]

Life and Taxes: Tax Planning for Marriage, Divorce, Birth, and Death
Each of life’s major milestones brings unique joys and challenges. In addition to profound personal impact, events such as marriage, […]

Leasing vs Buying Business Equipment
Buying vs leasing equipment: Tax implications for business owners When it comes to acquiring equipment for your business, deciding whether […]

Business Travel Deductions
Picking up the check? Here are some tips! An entrepreneur’s guide to business entertainment and travel deductions One category of […]

Covid-19 Update, March 30, 2020
CARES Act: The Coronavirus Aid, Relief & Economic Security Act was signed into law provides critical relief for Americans struggling […]

Covid-19 Update, March 26, 2020
The CARES Act: This still requires a vote and Presidential signature; however, we learned more about it and I have read […]

Covid-19 Update, March 24, 2020
UPDATES: So far the stimulus package has not moved forward. Secretary Treasurer Mnuchin advised that the stimulus package they are […]

Protecting You From Them: Why The Swanson Group Uses Liscio vs. Email
2019 was the worst year on record for security breaches, according industry data. Over 5,200 attacks exposed over 7.9 billion […]

To seek extension, or not to seek extension? That is the question.
It is a busy time of year for accountants – while our annual timeline builds up to tax season, it […]

Looking ahead…The Swanson Group to Offer Digital Document Storage
Managed by the tax professionals at The Swanson Group, SwansonSafe is a secure storage service where people can upload personal […]

Pass the SALT?
In 2018, the overhaul of the tax code imposed a controversial $10,000 limit on state and local tax deductions on […]

End of year tax tips
Adjust your withholding: A tax refund means you overpaid the government throughout the year, instead of putting that money to better use for yourself. The best course […]

Positive changes to HSAs
As 2019 comes to a close, maxing out those health savings accounts will reduce your overall tax liability. Next year, […]

Cryptocurrency Craze + IRS Crackdown
At one point in 2018, the cryptocurrency market topped over $613B in market value, now investors are saying the market […]