Resources Library | Summersgill CPA

Hands pushing a shopping cart with gift bags.

Holiday spending check-In: Budget tips to finish the year strong

Thanksgiving may be behind us, but the holiday season is still in full swing—and for many, that means increased spending on gifts, travel, and celebra...

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From the firm: Embracing year-end opportunities

Explore tips on financial readiness, team resilience and festive traditions to close out the year.

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Year-end financial checklist: 20 must-do's you can’t afford to forget

End the year with a financial win. Save money, reduce taxes and set yourself up for success in 2025 with this end-of-year checklist.

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A guide for the unpredictable job market

Discover actionable steps to streamline your recruitment process and build a more resilient workforce.

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12 tips to finish the year strong

Use these tips to help you tidy loose ends, boost your business and set yourself up for success in 2025.

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Tax-loss harvesting: What it is and how it works

Learn how tax-loss harvesting can help your small business minimize tax liability.

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Life and living: Deck the halls with new traditions: Fun ways to celebrate at home and work

From festive family activities to fun workplace celebrations, we share several ideas to make the holidays extra special.

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Everything you need to know about 1099s

If your business uses contractors or freelancers, you need to ensure they receive the correct tax forms. Our guide breaks down everything you need to...

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Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

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Mind flex: How trendy is your business? A quiz

See how ‘on trend’ your business is by exploring our short quiz.

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Rock balancing on top of each other with water and waves in the background.

Achieving work-life balance: Essential tips for business owners

As we approach the bustling holiday season filled with celebrations and year-end responsibilities, finding a good work-life balance becomes increasing...

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A black board and teachers desk with notebooks, a calculator and other school items.

Back-to-school tax credits and deductions: What parents and students need to know

As the school year kicks off, it's not just time to sharpen pencils and pack lunches—it's also a great opportunity to get...

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How to embrace disruptive technology in a remote environment

Evolving tech isn’t new, but it can be “disruptive.” Learn how your business can address AI head-on and thrive in a remote environment.

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Mind flex: How cybersecure is your home or business?

What can happen when you click on a link in an email? Find out.

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Life and living: Winter-proof your home: Your cozy season checklist

Winter will be here before you know it. Get prepared with these nine tips.

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