Taxbooks.cfo

We are going to be honest with you.

Running a CPA firm in 2026
is harder than it has ever been.

And we see it every single day.

The country is growing fast.

33.3 million small businesses
are operating across America right now.

167 million Americans are in
the workforce — a record high.

New businesses are forming
every single year at a pace
the accounting profession
was never built to absorb.

More clients are walking through
your door this season than last.
More complexity. More volume.
Same number of hours in the day.

We talk to CPA firm owners
every week.

And the conversation is always
some version of the same thing.

"We are turning away good clients
because we simply do not have
the bandwidth."

"My team is exhausted and
April is still weeks away."

"I want to grow but I cannot
justify hiring full-time staff
I cannot keep busy after tax season."

We hear you.

We built TaxBooksCFO because
we believed there was a better way.

Not a replacement for your firm.
Not a competitor.

A back office that works
as hard as you do —
so you do not have to choose
between growth and capacity.

Here is what we actually do:

We prepare your returns.
1040. 1065. 1120. 1120-S.
Complex returns handled with
the accuracy your clients expect
and the turnaround your firm needs.

We handle your bookkeeping.
Reconciliations. Month-end close.
Financial statements.
Done properly. On time. Every time.

We help you offer more.
Fractional CFO services your
business clients have always needed
but could never afford —
delivered under your firm's brand
with our expertise behind it.

We flex with your season.
Scale up in January.
Scale back after April 15.
No hiring cycles. No layoffs.
Just capacity when you need it.

We are not here to tell you
how to run your firm.

You built something real.
We just want to help you
grow it without burning out
the people who make it work.

If any of this sounds like
the conversation your firm
needs to have right now —

Send us a message.
No hard sell. No long demo.
Just an honest conversation
about whether we are a fit.

We have capacity available
for new firm partnerships
starting this season.

TaxBooksCFO
We got your back. 🤝
Contact us
[email protected]

Tag a CPA firm owner
who needs to read this today.

This Women’s Day, we’re not giving flowers. 💜 We’re giving you money back. Every day we sit across from women who are working hard, raising kids, building businesses — and leaving thousands of dollars on the table simply because no one told them the rules. So here are 5 tax tips every woman needs to know in 2025: 1️⃣ Single moms — File as Head of Household, not Single. One change. Up to $1,500 saved. 2️⃣ Nail techs, servers, stylists — Your first $25,000 in tips is now TAX FREE. New law. 2025. Make sure your preparer knows. 3️⃣ Working moms — There are THREE credits built for you. Most women only claim one. We make sure you claim all three: Child Tax Credit, Child Care Credit, and EITC — up to $9,854 combined. 4️⃣ Side hustlers & business owners — The QBI deduction just became permanent. 20% of your business income, off your taxes. Forever. 5️⃣ Divorced or separating — Who claims the children on the return is worth $4,000–$7,000 per year. Get it in writing. You earned every dollar. We make sure you keep it. Drop your situation in the comments — we’ll tell you exactly which of these apply to you. Completely free. Happy Women’s Day. 💜 #WomensDay #TaxTips #WomenInBusiness #SingleMom #TaxSeason2025 TaxBooksCFO

Major 2025 U.S. Tax Update 🇺🇸

The One Big Beautiful Bill, signed July 4, 2025, introduces several tax changes that could impact millions of Americans.

Here are some highlights:

• Tips income up to $25,000 potentially tax-free
• Overtime earnings up to $12,500 exempt from federal tax
• SALT deduction increased to $40,000 (important for NY/NJ taxpayers)
• Extra $6,000 deduction for seniors (65+)
• Car loan interest deduction up to $10,000 for US-made vehicles
• QBI deduction made permanent for many small businesses

These changes could significantly affect your 2025 tax planning strategy