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Tax time is just around the corner. Thankfully, the new tax law passed and our rates did not go up as expected. We even get to keep the Qualified Business Income deduction through 2026.

Every fall, I bring my patio furniture and a few other things inside for the winter. This year, I brought in two ornate birdhouses — and surprise, surprise — two squirrels popped out of one as I was heading to the basement.

Time keeps marching on! We have less than 90 days until the end of the year, which means now is the time to get organized. Here’s a list of key activities we recommend you start working on now:

Some things don’t change. The sun rises in the east each morning and sets in the west each evening. Time continues to march on.

July was a busy month for taxes! Congress passed the “One Big Beautiful Bill,” a major overhaul of the tax code. This legislation makes many provisions from the 2017 tax cuts permanent, adds new temporary deductions, and affects various other economic areas.

Financial success can come in many forms. The best path depends on your personal situation. Success might be found through a rewarding job, building a business, making an investment, funding a retirement account—or some combination of these.

Many people start their own business to take control of their life—or to escape someone else’s control. Many do it for the freedom to live by their own rules. Ideally, having your own business is a great opportunity to live your dream.

May is the month for me to reset my life. The rush and demands of tax season are over. I’ve had a chance to take a deep breath and recharge for the next quarter. Now, I look to the future and think about how we can best support our clients.

As a business owner the most useful tool to measure your success is your financial statements. First step is to have a system in place to ensure your financial information is complete, accurate enough to use and timely.

Sorry for the late publication—tax season took over my life. It seems like every year, I spend November and December preparing for it.