The CCPA Holiday Roundup
Harmony’s Commonsense CPA is here for the holidays with a year-end roundup of some of our blog entries most relevant to the questions we get asked all the time around here.
There’s no better way to stay off Santa’s Naughty List than staying well informed about your business and personal taxes. Santa told us this himself, it’s an exact quote.
The Top 3 Ways to Lose Money - We’ll kick it off with three of Matt’s firm Do Nots, some of the most common mistakes and easy tax traps to fall into that we see all the time. Unless they’re working with Harmony, that is!
Estimated Tax Payments - In Summer we broke down a topic that can easily get confusing, the basics of estimated quarterly tax payments.
Record Retention Guidelines - What should I keep? What can I toss? Are digital records acceptable? How long do I have to keep everything? Find out with our brief breakdown.
6 Reasons to Consider a Year-End Tax Planning Session - Pretty self explanatory title, here. Help us help you optimize your tax outcomes!
What Are Phantom Tax and Phantom Income? - This bonus blast from the past - all the way back in 2021 - covers one of the most common questions we get around here. Should you be concerned about these spooky specters? On Christmas?! Click to find out.
BONUS bonus - Our friends over at Harmony Wealth have covered a number of these topics including a handy downloadable checklist covering records to retain, and another checklist on the topic of Year-End Tax Planning.
It’s been quite a year around here! Be sure to check out last week’s Lessons From the Line blog for a restaurant-focused roundup if you have a hospitality business, and stay tuned for all sorts of tax tips and news in 2026. If you work with us, or if you’re just an avid reader, drop matt.h@harmonycpa.com a line with anything you’d like to see the blog cover in 2026.