by Brandon Dante | Mar 20, 2020 | General Tips
The IRS is cracking down on non-reported transactions. Here’s what to know. https://booksinbalance.com/wp-content/uploads/2020/03/crypto_currency.mp4...
by Brandon Dante | Oct 2, 2019 | General Tips
Is a recession coming? Some economists are reading the signs – trade wars with China, a looming Brexit, a slowdown in economic growth – and not liking what they see. Our last recession, the Great Recession, was the worst since the Great Depression. It...
by Brandon Dante | Oct 26, 2018 | Accounting, Bookkeeping, General Tips, San Rafael
The mammoth GOP tax reform of 2017 impacted taxpayers in many, many different ways. The bill itself was so big and complex that many elements of it weren’t particularly clear or even defined for months after the bill passed. In some cases, different rules and...
by Brandon Dante | Jun 19, 2018 | Accounting, General Tips
Sometimes, people come into the San Rafael office of Books in Balance and tell me that they’re barely documenting their profit, losses, sales, and liabilities — and that rather than a balance sheet, they’re simply keeping a few spreadsheets around. Learn To Read...
by Brandon Dante | Sep 11, 2017 | Business Tips, General Tips, San Rafael, Tax Tips
Identity Tips from A San Rafael Tax Professional When people think about identity theft, they generally don’t consider their taxes as the culprit. Let’s assume you’re just an everyday person — a local resident in San Rafael, like me, working hard for...
by Brandon Dante | Aug 5, 2017 | Bookkeeping, General Tips
Even if you’ve been using QuickBooks Online for a long time, it’s good to step back and evaluate your actions. “Best practices” aren’t enforceable rules. They’re simply guidelines businesses commonly follow in one area or another. If you’re in retail, for example, one...
