Resources & Insights
Resources & Insights
This is where you’ll find practical guides, plain-language explanations, and calm breakdowns of topics that affect your taxes, bookkeeping, and digital asset activity.
Use the sections below to browse resources by focus area. As new content is published,
it can be added under the most relevant category so this page becomes your central hub.
Tax Basics for Online Entrepreneurs
These resources focus on the everyday tax questions for service-based and online business
owners — what counts as a deductible expense, how to treat software and subscriptions,
and how to keep records without drowning in admin work.
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Online Business Tax Checklist — a simple list of the documents and numbers
you’ll want to have ready before tax time. -
What to Track Each Month — practical tips on income, expenses, and receipts
so your books stay tax-ready. -
Common Write-Offs for Service-Based Owners — examples of expenses that often qualify,
and where people tend to miss opportunities.
Crypto & Digital Asset Tax Essentials
These guides help you understand how different types of digital asset activity are taxed —
from simple buys and sells to staking, rewards, and transfers between wallets and exchanges.
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Crypto Tax 101 — how taxable events work, what counts as income,
and where capital gains come in. -
Records to Keep for Crypto Activity — what to download or save from
exchanges and wallets so tax reporting is possible. -
Common Crypto Reporting Mistakes — issues that often cause notices
or mismatches with IRS data.
Year-Round Tax Planning Checklists
These resources are designed to support the way you actually run your business across the year —
with practical checkpoints instead of one big rush at filing time.
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Quarterly Tax Review Checklist — prompts for what to look at each quarter
so your strategy stays aligned with your numbers. -
Year-End Prep Guide — a practical list of what to do before the year closes
to avoid last-minute scrambling. -
Questions to Ask Your Tax Pro — a short list of questions that can make
your tax meetings more useful and less overwhelming.
Articles & Guides
Articles From All Digital Tax
These articles are published on the All Digital Tax blog and reflect real questions clients ask.
Tax Strategy & Planning
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Tax Deductions Every Self-Employed Individual Should Know
– practical deduction ideas for freelancers, consultants, and online service providers. -
Tax Preparation Tips For Small Businesses
– straightforward preparation steps to make tax season calmer and more predictable. -
Tax Deductions For Home-Based Businesses
– how to properly claim home office and daily operational deductions. -
Best Practices For Year-End Financial Reporting
– simple reports to run before filing and how they improve accuracy.
Crypto & Digital Asset Reporting
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How Do I Report Cryptocurrency On My Taxes?
– a plain-language walk-through of the IRS rules you actually need to know. -
Crypto Tax Services
– guidance on how professional crypto tax support fits into compliance.
Bookkeeping & Financial Operations
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How Bookkeeping Impacts Your Tax Liabilities
– why accurate books directly influence what you owe. -
How Bookkeeping Affects Tax Returns
– common bookkeeping mistakes that create issues at tax time. -
To-Do List for Organizing Receipts for Taxes
– a minimalist workflow for gathering essentials without stress. -
Tips for Organizing Receipts for Tax Season
– everyday habits that prevent last-minute paperwork panic.
Entity Structure & Setup
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Entity Selection & Restructuring
– an overview of common entity types, when they apply, and when restructuring makes sense.
Next Step
Need help applying one of these topics to your situation?
Articles and checklists are helpful, but they can’t see your full picture. If you’d like guidance tailored to your numbers, you can always start with a consultation.