Tax. Books. Real estate. IRS. Plain English, real numbers.
Seven categories covering the work we do every day. Real client situations (anonymized), real moves, real dollar amounts. No filler. No SEO bait. Every post is written in the same voice we use on the Discovery call — which is the same voice we use on the return.
Three deep guides. Read these first.
If you're new to the resource library, these three pillars cover ~60% of what most ETS prospects ask about. Each one anchors a cluster of 12-26 deep articles on the same topic.
The complete S-Corp guide
Election mechanics · tax math · reasonable comp · operating playbook · Solo 401(k) stacking. The full playbook for every small business owner evaluating, electing, or running an S-corporation.
Read the S-Corp guide →Convert your LLC to an S-Corp
Worked tax math at $100K, $200K, $400K. The 5-step engagement. Transparent pricing ($2,500 Analysis · $8K–$15K Comprehensive). Honest fit-check + the mistakes we see every week.
See if it fits your numbers →OBBBA — One Big Beautiful Bill
The complete 2025 tax law guide. Permanent QBI · bonus depreciation · $15M estate exemption · SALT cap changes · Trump Accounts · tip/overtime/auto-loan deductions. Who's affected and what to do about it.
Read the OBBBA guide →Seven topic areas. Most articles live in two.
If you came here looking for one specific thing, pick a category. If you came to browse, the most popular reads sit under Tax Planning and Real Estate Investing.
Tax Planning
Strategy, year-ahead moves, S-corp elections, retirement stacking, entity structure. The 'find what your preparer missed' beat.
- Late S-corp election: when it's worth it
- Reasonable comp for 1099 doctors
Bookkeeping
The Bank Story leg of Tax Story Match™. Categorization, monthly close, books-tax alignment, Kick how-tos.
- When messy books cost you money on the return
- Kick vs QuickBooks for owner-operators
Real Estate Investing
Cost seg, STR/LTR, 1031, syndications, RSU planning, capital-gains timing. The high-earner W-2 + rentals story.
- Cost seg ROI on a $400K rental
- STR loophole when you have a W-2 too
Crypto
Wallets, exchanges, DeFi, mining, staking, NFTs. The books-first lens on crypto tax — get the data right and the return takes care of itself.
- Reconciling FTX losses
- When mining triggers Schedule C vs hobby
IRS and Compliance
Notices, audits, transcripts, POA, catch-up filings. Legislative updates (OBBBA-style) live here too.
- What to do when you get a CP2100A
- Years behind on filings: the path forward
Operating a Business
Formation, payroll, contractor 1099s, sales tax, multi-state. The 'things owners deal with that nobody warned them about' lane.
- S-corp payroll for one owner
- Texas franchise tax 101
From the Operator Seat
Ramon's personal-brand lane in the firm's voice. Lessons from running ETS, partnerships, building the bookkeeping team.
- How we built the Tax Story Match methodology
- Why we cut crypto from the offer
📚 Articles coming soon. The resources library is being seeded with our highest-impact content first. If there's a topic you want us to cover, drop us a line.