Insights

Practical tax guidance, in plain language.

Articles by Harry H. Holmes, EA on the questions we hear most often — from year-end planning to responding to an IRS notice.

Coming soon

The topics we're writing about first.

Rather than fill this page with generic syndicated tax content, we're publishing original guidance from Harry as it's approved. Below is the outline in progress — let us know which of these you'd read first.

  • 01

    Tax opportunities commonly missed

    Where individual and small-business filers most often leave legitimate deductions and credits on the table.

  • 02

    Recordkeeping that protects your deductions

    Simple habits that hold up under IRS scrutiny — and stop end-of-year scrambling.

  • 03

    Planning before December 31

    Decisions that must be made in the current tax year, not at filing time.

  • 04

    Multistate filing basics

    How residency, domicile, and remote work interact with state tax returns.

  • 05

    Moving between California and Florida

    What actually changes on your return when you relocate — and what has to happen before December.

  • 06

    Rental-property taxation

    Depreciation, passive-loss rules, and the records that make an audit uneventful.

  • 07

    Small-business bookkeeping

    The monthly rhythm that makes tax time short and planning conversations useful.

  • 08

    Responding to an IRS notice

    The first seven days after a notice arrives — what to do, and what not to do.

  • 09

    Avoiding repeat tax problems

    The three structural fixes that stop the same balance-due letter from arriving next year.

Hot on the Trail of Every Deduction

Let Holmes take a closer look.

Start with a review. We'll examine the return you filed, the situation in front of you, and the opportunities most preparers never open up.