Scaled Accounting Solutions

06/01/2026

05/29/2026

Getting audited does NOT always mean you're doing something sketchy!

Sometimes, the IRS just wants more information on what you reported on your tax return. 🤷

But a few things that will flag in their system are when your income reported doesn't match the 1099s filed, claiming high deductions that don't align with those of other, similar taxpayers, and reporting business losses year after year.

These might be totally legit, but you want to make sure you have the receipts, records, and clean bookkeeping to prove it!

05/28/2026

Don’t wait until next year to start planning for next year’s taxes! 💼📊

Watch this short video, then reach out to us to begin your journey toward a smarter financial future. The best time to prepare for next year’s taxes is NOW! ⏳

Start today. Thank yourself later.

www.scaledaccouting.com

05/27/2026

You've gotta keep more than just your tax return, according to the IRS!

🗂️ For most tax records, the rule of thumb is to keep them for at least 3 years (your W-2s, 1099s, etc.).

But in some cases, you might need to hold onto things for 4 years, 6 years, or even longer!

Keeping these documents helps you respond to notices, amend a return, or prove that you actually made a tax payment.

It doesn't have to be hard! Keep a folder for each tax year with your supporting docs and your tax return, and make sure you've got it backed up + secure. 🔐

05/26/2026

If you want clean books by this summer, here's your to-do list ↓

Hire a bookkeeper (preferably us!!). 📚

It'll take you a few moments to fill out a form on our website.

Then, if you start working with us in May, here's what we'll do for you:

→ run a full diagnostic to see what's going on behind-the-scenes in your books

→ get you fully onboarded so that I have all the access + data I need for your file

→ clean up + reconcile your accounts so that your financials are actually useful

→ create a game plan to keep your bookkeeping caught up from here on out

Hot businesses don't spend their summers worrying about bookkeeping!

05/25/2026

Mixing business with marriage? 💍

Running your business with your spouse can be a real dream (or an actual nightmare with the IRS if you don't follow the rules). 🫣

Small businesses like to do this because your spouse can get paid AND it's a business tax write-off, but here's what you need to know before you do it:

Your spouse actually needs to be doing real, meaningful work in your business.

That comes with setting them up on payroll, tax withholdings, and all the fun HR paperwork (W-4, I-9, you know the drill).

And their salary? 💸

It needs to align with market rates! You shouldn't be paying your spouse the big bucks if you wouldn't pay that to an employee (who isn't related to you) in a similar role.

It's best practice to document their job description, expected work hours, and responsibilities.

05/22/2026

Dear small business owners, my best tax advice is to make sure your business is set up to work for you, not cost you money in the background. 💸

It all starts with your entity! The IRS treats sole proprietorships, LLCs, and S corporations differently from a tax perspective, so the best setup is going to depend on your unique business.

I also want to make sure you have a solid bookkeeping system in place that's actually capturing all of your income and expenses. 📚

And finally, I think you should be working with an accountant who understands the ins + outs of your business. There's a big difference between generic tax prep and a strategy based on the common expenses, credits, and pain points.

05/21/2026

Did you know our founder and leading lady, Katie Helle, was just named one of the Top U.S. Tax Advisors by Insightful Accountant ? 👏✨

We’re incredibly proud… and honestly, not surprised 😉
Katie brings brilliance, heart, and a whole lot of strategy to every client she serves.

Big congratulations to the boss lady herself! 🎉

05/21/2026

Planes, trains, and automobiles (and a whole bunch of receipts you need to keep) if you traveled for work this spring ↓

🧾 Flights, train tickets, ride shares, or rental cars

🧾 Hotels, AirBnbs, Vrbos

🧾 Parking + tolls

🧾 Meals (while traveling)

🧾 Conference fees or tickets

🧾 Plane WiFi

Basically, when in doubt, save your receipts, and we'll let you know which ones will help lower your tax bill!

05/20/2026

We're kind of a small business whisperer; your books tell us more about your business than you'd think. 🤫

Sometimes the stories are good, sometimes they expose those things you've been meaning to get to... for the past five months.

Just so you know, we see these things in books all the time.

Bookkeeping problems get messier and more expensive the longer they go unresolved... and we don't want that for you!

Start your journey with Scaled Accounting Solutions by following us and visiting scaledaccounting.com!