by Sandra Tapia, CPA, PLLC | May 7, 2026 | Uncategorized
Key TakeawaysOnly the Importer of Record (IOR) or an authorized customs broker can claim a refund. If a carrier like UPS or FedEx is the IOR, you must coordinate with them rather than filing directly with the CBP. Refunds are exclusively for IEEPA-related...
by Sandra Tapia, CPA, PLLC | May 2, 2026 | Uncategorized
Key TakeawaysThe IRS business rate for 2026 is 72.5 cents per mile, a 2.5-cent increase from the previous year. To keep your options open, you must choose the standard mileage method in the first year your vehicle is used for business. If you start with...
by Sandra Tapia, CPA, PLLC | Apr 22, 2026 | Uncategorized
Key Takeaways Missing documentation shifts the burden of proof to you. Without a receipt or digital log, the IRS can legally disallow business deductions, resulting in higher taxable income and unexpected penalties.Commingling personal and business funds is...
by Sandra Tapia, CPA, PLLC | Apr 21, 2026 | Uncategorized
Key TakeawaysRemote work can lower overhead, expand your hiring pool, and improve flexibility. But it can also create multi-state tax and payroll compliance issues. In-person work can improve training, supervision, and team cohesion, but it often comes with...
by Sandra Tapia, CPA, PLLC | Apr 8, 2026 | Uncategorized
Key TakeawaysHow long you keep a document depends on what it is, which law applies, and sometimes your state’s rules as well. A practical baseline is to keep general personnel records for at least two years, payroll tax records at least four years, benefits...
by Sandra Tapia, CPA, PLLC | Apr 4, 2026 | Uncategorized
Key TakeawaysA CRM (Customer Relationship Management) tool centralizes leads, customer communication, and deal tracking in one platform. Most small businesses need a CRM when manual tracking leads to missed follow-ups or a lack of visibility into sales...
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