Fourth Quarter Bookkeeping Checklist: Fix These Mistakes Before They Trigger an Audit

Fourth Quarter Bookkeeping Checklist: Fix These Mistakes Before They Trigger an Audit

Fourth Quarter Bookkeeping Checklist: Fix These Mistakes Before They Trigger an AuditSteve Perry
Published on: 24/09/2026

Unreconciled accounts, misclassified expenses, and missing contractor records drive IRS notices. Learn which fourth quarter corrections still protect your return before December 31.

fourth quarter bookkeeping checklistyear-end bookkeepingIRS audit triggersIRS information matchingCP2000 noticesmall business bookkeeping errorsgross receipts reconciliation1099-K reportingcontractor W-9 complianceworker classificationpayroll tax depositsexpense misclassificationyear-end tax planningIRS notice responserecordkeeping requirementsenrolled agent AtlantaIRS resolution expertBooks Taxes and MoreSteve Perry EAStone Mountain Georgia tax help
Inside the IRS's 2026 Enforcement Playbook: What Small Businesses Should Expect Before Year-End

Inside the IRS's 2026 Enforcement Playbook: What Small Businesses Should Expect Before Year-End

Inside the IRS's 2026 Enforcement Playbook: What Small Businesses Should Expect Before Year-EndSteve Perry
Published on: 22/09/2026

IRS staffing shrank in 2026, but automated matching, sequenced collection notices, and campaign selection did not. Here is what small businesses should address before year-end.

IRS enforcement 2026small business IRS auditCP2000 noticeautomated underreporter program1099-K threshold 20261099-NEC $2000 thresholdIRS collection notice sequenceCP14 noticeLT11 final notice of intent to levycollection due process hearingemployee retention credit auditERC enforcement 2026partnership audit BBA regimepush out electionIRS information return matchingtrust fund recovery penaltyfailure to deposit penaltyIRS nonfiler enforcementyear-end tax planningSteve Perry EABooks Taxes & MoreIRS resolution Atlantaenrolled agent Stone Mountain Georgia
 100% Bonus Depreciation Is Back for Good: How to Use It Before Year-End 0903

100% Bonus Depreciation Is Back for Good: How to Use It Before Year-End 0903

 100% Bonus Depreciation Is Back for Good: How to Use It Before Year-End 0903Steve Perry
Published on: 03/09/2026

Bonus depreciation is permanent at 100 percent, but the deduction follows the placed-in-service date, not the purchase date. Confirm installation timing and contract dates before year end.

100 percent bonus depreciationbonus depreciation 2026Section 168(k)placed in service dateIRC Section 168(k)OBBBA bonus depreciationForm 4562 electionwritten binding contract acquisition dateyear-end tax planningdepreciation deduction timingIRS Notice 2026-11special depreciation allowancequalified property depreciationphase-down bonus depreciation
Year-End Tax Preparation Sets Your 2026 Outcome

Year-End Tax Preparation Sets Your 2026 Outcome

Year-End Tax Preparation Sets Your 2026 OutcomeSteve Perry
Published on: 30/12/2025

Year-end tax preparation is the real deadline for your 2026 return. Review income, records, and estimated tax exposure now to reduce surprises, penalties, and IRS notice risk.

irstaxtaxesyear-end tax preparationyear-end tax planningtax preparation for business ownershigh income tax planning2026 tax planningtax preparation vs tax filingyear-end tax checklistbusiness tax preparationestimated tax planningtax strategy before year-endreduce IRS audit risktax planning for entrepreneursQ1 tax preparationtax compliance and planning