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IRS Dirty Dozen: The Truth About the “Self-Employment Tax Credit” Scam
The IRS has released its annual “Dirty Dozen” list of top tax scams, warning taxpayers about a misleading self-employment tax credit. Promoters on social media falsely claim self-employed individuals and gig workers can easily receive up to $32,000 in COVID-related payments. Filing for this credit without proper eligibility can trigger IRS scrutiny and serious penalties.

Jon
Mar 53 min read


IRS Dirty Dozen: The Sick Leave and Family Leave Credit Scam
Improper claims of the now-expired Sick Leave and Family Leave Credit are becoming increasingly common, putting taxpayers at risk of significant penalties and serious financial consequences.

Jon
Feb 262 min read


The IRS Dirty Dozen: False Fuel Tax Credit Claims and How to Protect Yourself
False fuel tax credit claims are on the rise. While the credit is legitimate in limited cases, it’s being pushed to taxpayers who don’t qualify. Understanding the scheme can help you avoid costly mistakes and protect your refund.

Jon
Feb 193 min read


Fake Charities: One of the IRS Dirty Dozen Scams You Need to Watch For
Tax scams are evolving and fake charities continue to top the IRS Dirty Dozen list.

Jon
Feb 122 min read


IRS Dirty Dozen Scam #3: Beware of Fake IRS Websites and Online Account Help
Scammers are impersonating the IRS online. One wrong click could cost you. Learn how to spot fake IRS websites.

Jon
Feb 52 min read


The IRS Dirty Dozen: Why Bad Social Media Tax Advice Can Cost You Big
Bad tax advice on social media can lead to audits, penalties, or fraud. Just because it’s viral doesn’t mean it’s right.

Jon
Jan 292 min read


IRS Dirty Dozen: How Email and Text Scams Put Your Business at Risk
IRS phishing and smishing scams are more convincing than ever. Learn how to spot them before they cost your business money.

Jon
Jan 222 min read


NEW YEAR, NEW THREATS: STAYING ONE STEP AHEAD OF TAX IDENTITY THEFT IN 2026
Tax Identity Theft Awareness Month

Jon
Jan 212 min read


IRS Announces E-Filing Opening Dates for the 2026 Filing Season
Planning to file your taxes electronically for Tax year 2025? Keep in mind that timing is everything!

Jon
Jan 162 min read


How Home Builders Can Use ChatGPT And Where to Be Careful
ChatGPT won’t replace your CPA, but it can help spot errors, ask better questions, and improve builder profitability when used correctly.

Jon
Jan 153 min read


NEW YEAR, NEW THREATS: STAYING ONE STEP AHEAD OF TAX IDENTITY THEFT IN 2026
Understanding Tax Identity Theft

Jon
Jan 142 min read


The Phone SIM Swap Scam: A Cybersecurity Threat Every Builder Should Know About
Hackers don’t need your password, just your phone number. Learn how the SIM swap scam can bypass your security.

Jon
Jan 82 min read


✨ Guest Feature: Documentation — The Unsung Hero of Trustworthy Financial Reporting
Documentation isn’t just paperwork — it’s the backbone of accurate, compliant financial reporting. Rochelle explains how strong recordkeeping builds trust, reduces risk, and supports confident decision-making.

Rochelle Chu
Dec 16, 20251 min read


✨ Guest Feature: Cash Flow — The Real Story Behind Financial Stability
Profit doesn’t always reflect cash in the bank — and that disconnect can create major challenges for growing businesses. Rochelle explores how consistent cash flow tracking builds stability, clarity, and financial confidence.

Rochelle Chu
Dec 9, 20251 min read


✨ Guest Feature: The W-9 — The Small but Mighty Form Every Business Needs
A W-9 may look like a simple form, but it plays a powerful role in keeping your business compliant and your year-end reporting stress-free. Rochelle breaks down why collecting W-9s early protects your business from penalties, delays, and unnecessary headaches.

Rochelle Chu
Dec 2, 20251 min read


The Real Cost of Rising Construction Materials And Why Builders Must Protect Their Profit Margins
Rising material costs aren’t your problem — protect your profit margin and stop discounting your work. One bad client can sink your business.

Jon
Nov 27, 20253 min read


How ChatGPT Can Catch Errors in Your General Ledger (for Home Builders)
ChatGPT scans your general ledger and flags errors instantly. Jon shows how builders can catch mistakes fast using AI as a senior financial analyst.

Jon
Nov 20, 20254 min read


Can You Afford That New Truck? How Scenario Planning with AI Helps Home Builders Make Smarter Decisions
Can you afford that new $80K truck? Jon Markee shows how builders use AI scenario planning to forecast cash flow and make smarter decisions.

Jon
Nov 13, 20252 min read


Using AI as Your Senior Financial Analyst: How ChatGPT Can Help You Visualize Financials
Jon Markee shows how ChatGPT can act as a Senior Financial Analyst—spotting errors, drafting emails, and visualizing your financials.

Jon
Nov 6, 20252 min read


How AI Can Help Home Builders Forecast Cash Flow
Jon Markee shows how AI and QuickBooks can help builders forecast cash flow—and avoid running out of money before it’s too late.

Jon
Oct 30, 20252 min read
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