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Tax preparation and insurance services in Atlanta, GA

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Plain-English updates on taxes, life insurance, and health insurance.

Taxes

Tax Preparer in Atlanta: How to Choose Someone You Can Actually Trust

If you've ever typed "tax preparer near me" into your phone in late January, you know what comes back: a wall of storefronts, big-brand offices, CPA firms, and a few folks working out of their living rooms. In metro Atlanta, you are not short on options.

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Taxes

Small Business Tax Preparation: What Every Owner Needs to Know

Running a business means wearing a lot of hats. Salesperson, customer service, marketing, and somewhere in there, "person who has to deal with taxes." If small business tax preparation is the hat you dread most, you're in good company.

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Taxes

Self-Employed Taxes: Your Plain-English Guide for 2026

Being your own boss is a beautiful thing. Picking your hours, your clients, your vibe. But the first time a self-employed person files taxes, there's usually a moment of shock: "Wait, why do I owe THIS much?"

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Taxes

Quarterly Estimated Taxes: 2026 Due Dates and How to Pay Without the Stress

If you're self-employed, have a side hustle, or get income that doesn't have taxes taken out (rental income, investment gains, some retirement payouts), the IRS doesn't want to wait until April to hear from you. They want you to pay as you go, and that's what quarterly estimated taxes are.

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Taxes

Got a Letter From the IRS? Here's Exactly What to Do (Without Panicking)

There's nothing quite like opening your mailbox and seeing that envelope. Internal Revenue Service. Your heart drops, your mind races, and suddenly you're wondering if you should've just stayed off the grid.

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Taxes

Where's My Tax Refund? Why It's Taking So Long and What You Can Do

You filed. You did everything right. And now you're refreshing the refund tracker like it owes you money (because, well, it does).

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Taxes

1099 Tax Deductions: What Independent Contractors Can Actually Write Off

If you get paid on a 1099, you've probably heard somebody say, "Just write it off!" about everything from their car to their Netflix. Let's clear that up, because the wrong write-off can cost you more than it saves.

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Taxes

New Tax Deductions for 2026: Tips, Overtime, Car Loans, and Seniors Explained

If you've been on social media at all in the last year, you've heard it: "No tax on tips!" "No tax on overtime!" The truth is a little more nuanced, and the nuance is where people either save money or make mistakes.

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Health Insurance

Georgia Access Open Enrollment 2027: Key Dates, Big Changes, and How to Choose a Plan

If you buy your own health insurance in Georgia (because you're self-employed, between jobs, working part-time, or your job doesn't offer coverage), open enrollment for 2027 is almost here. And this year, it really pays to shop instead of letting your plan roll over.

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Health Insurance

Health Insurance for Self-Employed People in Georgia: Your Options, Explained

When you work for yourself, you get to be the boss. You also get to be the HR department, which means figuring out health insurance on your own.

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Life Insurance

Term vs. Whole Life Insurance: Which One Actually Fits Your Family?

Nobody loves thinking about life insurance. But if someone depends on your paycheck (your kids, your spouse, your mama), it's one of the most loving money decisions you can make.

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Life Insurance

How Much Life Insurance Do I Need? A Simple Guide for Families

When I sit down with families for their taxes, life comes up. A new baby. A new house. A parent moving in.

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