Resources

Resources

Report

Founder Salary Report 2024

Pilot's annual report provides a sense of what other founders in similar positions are doing and what trends they are facing.

Sort

Live

Webinar

2025 Predictions from Pilot and Carta

Gain a competitive edge and prepare for the opportunities and challenges that 2025 brings with Pilot and Carta.

December 10, 2024

Live

Webinar

End-of-Year Accounting & Cash Flow Checklist with Hopscotch

Join Hopscotch and Pilot.com’s SMB CFO team to learn 6 strategies you can do right now to improve cash flow for 2025.

Finances & Fundraising

October 23, 2024

Live

Webinar

Effective Cash Management Strategies w/ Bridge Bank & Pilot

Cash management strategies for your startup

Finances & Fundraising

October 9, 2024

Live

Webinar

Annual Planning Basics with Pilot

Learn to tailor the annual planning process to suit your business, ensuring an effective planning experience.

Finances & Fundraising

September 10, 2024

Live

Webinar

Demystifying Product-Market Fit with Sequoia’s Jess Lee

Join Sequoia’s Jess Lee as she shares what makes PMF so elusive to pin down and how to overcome GTM challenges.

Live

Webinar

Opening Keynote: Diane Greene

Join Diane Greene as she shares hard earned lessons for founders learned from being on both sides of the table.

Live

Webinar

Founders and Funders: Building with AI

Get perspectives on building an AI startup from both sides of the table.

Live

Webinar

The CEO Journey from Pre-Seed to Series F

This session offers a concise exploration of entrepreneurial challenges and triumphs, providing valuable takeaways.

Live

Webinar

Actionable GTM Strategies from Index Ventures

Paris Heymann, Partner at Index Ventures, shares his top tips for today’s early stage founders building out their SaaS G

Live

Webinar

Is Venture the Right Path for You?

Uncover the art of efficient growth, taking only what you need, and achieving profitability from Zapier's founder.

Live

Webinar

How To Ace Your YC Interview

Join us for a candid YC admissions chat with former YC partners.

Live

Webinar

Financial Modeling 101: Your Roadmap for Profitable Growth

Join Pilot.com’s Consumer CFO team as they give you the 101 on how to best use a financial model.

Live

Webinar

Metrics VCs Care About Today

Learn what you need to measure before you raise your series A

Finances & Fundraising

Live

Webinar

Unpacking Debt Financing Strategies with Pilot, Bridge Bank, and ClearCo

Tune in as we empower business owners with a comprehensive understanding of alternative financing options.

Finances & Fundraising

January 24, 2024

Live

Webinar

2024 Trends: Predictions from Pilot and Carta

Gain a competitive edge and prepare for the opportunities and challenges that 2024 brings with Pilot and Carta.

December 5, 2023

Live

Webinar

Nailing Your YC Interview

Join us for a candid YC admissions chat with real founders who have successfully been through the entire YC process.

November 7, 2023

Live

Webinar

Launching and Scaling a Consumer Brand with Steve O'Dell

Tune in to hear from Pilot's Consumer CFOs and Steve O'Dell discuss financing, launching, and scaling a consumer brand.

October 26, 2023

Live

Webinar

Uncover the 3 Vital Steps to Take Before You Fundraise

Set yourself up for a winning fundraising journey with these 3 vital steps.

Finances & Fundraising

September 27, 2023

Live

Webinar

Founders and Funders: AI Operating and Investing

Hear perspectives from both sides of the table as Sequoia and Pilot discuss their AI investing and operating strategies.

Finances & Fundraising

Live

Webinar

Founder Confidential

Hear Mercury Co-founder + CEO, Immad Akhund’s founder story & learnings from his experiences as a partner & investor.

Live

Webinar

The Science of Scaling Efficiently

To be successful, startups must know when to scale and how quickly to do it.

Live

Webinar

Perspectives From a CFO

Investors have become laser-focused on sustainable growth. What can you do to decrease cash burn & operate efficiently?

Live

Webinar

Fundraising in Today’s Environment With Sequoia

Discover best practices for fundraising in today’s environment from Sequoia partner Jess Lee.

Finances & Fundraising

Live

Webinar

Avoiding the Most Common Founder Pitfalls

Bank failures & interest rate hikes—get an understanding of the areas where you can mitigate risk for your business.

Live

Webinar

Acquired Podcast Hosts Talk Playbook Insights

Hear from Acquired podcast hosts as they share insights gathered from over 200+ interviews on their show.

Live

Webinar

Tactics for Management & Company Building From Stripe + Google

Learn effective leadership and management practices to build a sustainable company that’s set up for long-term success.

Live

Webinar

Calling All YC S23 Applicants!

Join us for a candid YC admissions chat with real founders who have successfully been through the entire YC process

Live

Webinar

A VC’s Guide for Durable Growth

Learn from former CFO turned VC, Ajay Vashee, how to run an efficient business that VCs will want to fund.

Finances & Fundraising

Live

Webinar

AMA: Managing Startup Bank Balances of $1M+

How should you be managing your company’s funds, to both minimize risk and maximize interest?

Live

Webinar

Working Within Downturn Constraints, Not Against Them

Learn where your focus should be during a downturn. Hint: cost cutting and customer expansion are key!

Navigating Downturn

Live

Webinar

Your Startup Tax Questions, Answered

Tune in with Pilot’s seasoned tax experts for an engaging discussion on everything tax.

January 11, 2023

Live

Webinar

4 Ways to Recession-Proof Your Annual Budget

If you’re uncertain about how to create a business budgeting strategy in the current economic climate, you’re not alone.

Navigating Downturn

December 14, 2022

Live

Webinar

YC Interview & Accelerator Advice

Tune in for a candid YC admissions chat with founders who have successfully been through the entire YC process.

November 9, 2022

Live

Webinar

Fundraising During a Downturn

Tune into this discussion with MaC VC Founding Partner, Marlon Nichols & Purlin Co. Founder, Giorgi Chigogidze.

Finances & Fundraising

October 19, 2022

Live

Webinar

Compensating Your Team in a Principled Way

A clear compensation philosophy is critical to your ability to scale.

Finances & Fundraising

Live

Webinar

What To Do When It’s Not Working

To debug what's not working, identify the issue and then make swift decisions to get you and your company back on track.

Navigating Downturn

Live

Webinar

Tips For Becoming a Successful Founder

Founder Tactics opening keynote — creating a great brand, finding a good partner, and achieving lofty goals.

Live

Webinar

How To Win Candidates in a Competitive Market

The competition for talent is intense. What can you as a founder do to ensure you get great people in the door?

Back Office Operations

Live

Webinar

Effective Leadership Skills

Learn how you can help people be happier at work by investing in yourself as a leader.

Finances & Fundraising

Live

Webinar

How To Navigate Turbulent Markets

Learn about how to plan for long-term success, approach fundraising, and create opportunities in these uncertain times.

Navigating Downturn

Live

Webinar

Learn how to keep more money in your bank account

Learn cash flow management and keep more money in your bank account.

Live

Webinar

Personal Finance for Founders

How to be proactive about your personal finances in addition to business growth planning.

Finances & Fundraising

Live

Webinar

Save Time and Money by Maximizing Your Back Office Tech Stack

A successful tech stack is critical for increasing organizational efficiency and scaling your business.

Back Office Operations

Live

Webinar

Pre-Accelerator Prep: Advice From YC, TechStars and ODX Alumni

Learn what recent alums wish they knew before joining an accelerator program and how to set yourself up for success.

Live

Webinar

How to get your first investor to say “yes”

Fundraising can be daunting, but once you unlock the first investor, the rest tend to follow suit.

Finances & Fundraising

Live

Webinar

Recruiting Tactics to Help You Win

Today’s hiring market is incredibly competitive. As a startup founder, learn recruiting tactics to help you win.

Back Office Operations

Live

Webinar

YC Admissions Chat

Join former YC founders and Pilot’s Founder in Residence for a session of YC application advice and reviews.

February 3, 2022

Live

Webinar

AMA on Startup Taxes

Learn how to navigate startup taxes, choose the right provider for your business, get R&D credits, and more.

December 14, 2021

Live

Webinar

Scaling from growth stage to IPO

Learn how the choices you make early in will inform your IPO, how to build a winning team, and more.

November 16, 2021

Live

Webinar

How to Choose Your Startup Tax Provider

It’s never too early for founders to evaluate tax providers. Unsure what to look for? We have you covered.

November 9, 2021

Live

Webinar

So You Want to Build a Unicorn?

How to build and fund companies for success and scale in a new financing landscape.

Finances & Fundraising

October 20, 2021

Live

Webinar

How founders can prepare year-end financials

There are a lot of important considerations to close out the year and hit the ground running in the upcoming year.

October 20, 2021

Live

Webinar

Raising Your First Round

Everything you need to know when raising your first round of capital.

Finances & Fundraising

October 7, 2021

Live

Webinar

How Startups Scale

Get the investor and operator perspectives on how to scale successfully from Stripe, Sequoia, and Pilot.

September 30, 2021

Live

Webinar

TriNet | Pilot

Claiming the R&D and Employee Retention Tax Credits

August 12, 2021

Live

Webinar

Cherry’s journey and the invaluable lessons learned along the way

When Gillian O'Brien co-founded Cherry, she was ready to disrupt the HR space with a modern employee perks platform.

Live

Webinar

How Welcome Staged a Turnaround

Welcome’s path to Series A was anything but simple. Learn about Welcome’s journey and what they learned along the way.

Live

Webinar

Bookkeeping and tax for startups and small businesses

If your company qualifies for the R&D tax credit, you could save up to $250,000 per year.

Live

Webinar

Set Your Finances Up for Success

The financial aspect of running a business can be time-consuming, especially for founders without a finance background.

Finances & Fundraising

Live

Webinar

Your Startup Budget: How to Get it Right

Hear from Pilot's Head of CFO Services, Yi Jean Lim and learn from her expertise on building a successful startup budget

Live

Webinar

Pilot for eCommerce Businesses

Watch this 15-minute demo with a focus on how we can support your e-commerce business.

Live

Webinar

How immi Is Disrupting the $42B Ramen Industry

Learn how immi disrupted the $42B instant noodle industry & how its founder made the pivot to food & beverage.

Live

Webinar

Investor Fireside: Lan Xuezhao of Basis Set

Lan Xuezhao of Basis Set chats with Pilot about her experiences in VC and what she looks for in investments.

Live

Webinar

Investor Fireside: Lindsay Lee of Authentic Ventures

We'll discuss investing in early-stage companies with Lindsay Lee (Authentic Ventures).

Guide

Cash Management for Startups

A comprehensive guide to managing your cash.

Finances & Fundraising

October 4, 2024

Guide

Pilot's Annual Planning Guide for Professional Services

A tactical guide applicable for any professional services business. Includes examples and fiscal considerations.

September 16, 2024

Guide

Elevating Law Firm Financial Performance

Download our free attorney profitability calculator

Finances & Fundraising

Guide

Pilot’s Guide to Accounting for Small Law Firms

How to get more time in your schedule & focus on what excites you—your law firm.

Back Office Operations

February 15, 2024

Guide

Pilot’s Guide to Cash-Flow Positive

A 5 step approach to achieving cash-flow breakeven with downloadable templates.

January 18, 2024

Guide

Ecommerce KPI Dashboard Workbook

Turn Your Shopify Data into Actionable Insights with Pilot’s KPI Dashboard Workbook.

December 18, 2023

Guide

The R&D Tax Credit: A Comprehensive Guide

Everything you need to know about the R&D tax credit—what it is, how it works, and much more!

November 17, 2023

Guide

Guide to E-commerce Debt Financing

Whether it’s for purchasing inventory, buying equipment, or just making payroll, debt can be a useful tool.

Finances & Fundraising

November 17, 2023

Guide

Pilot's Annual Planning Playbook

A tactical framework applicable for any business at every stage. Includes examples and downloadable templates.

Guide

Guide to Navigating an Economic Downturn

This guide provides actionable advice from experts who have lived through similar market conditions in the past.

Navigating Downturn

January 20, 2023

Guide

Annual Strategic Planning Guide for Startups

Learn how to develop you annual strategic plan and set yourself up for financial success in 2023 and beyond.

November 14, 2022

Guide

The 2022 Pilot Founder Salary Report

Download the 2022 Founder Salary Survey Report for an in-depth look at our findings.

Finances & Fundraising

September 30, 2022

Guide

The Comprehensive Guide to eCommerce KPIs

Selling goods, services, and products online sounds easy, but there's more to it than meets the eye.

February 2, 2022

Guide

The Comprehensive Guide to eCommerce KPIs

Selling goods, services, and products online sounds easy, but there's more to it than meets the eye.

February 2, 2022

Guide

The Comprehensive Guide to Startup Finances

Everything you need to know to get your financials running smoothly.

Guide

So You’ve Founded a Tech Startup: A Guide to Setting Up for Success

This guide is designed to help you navigate the fundamentals of your new business’s finances.

Guide

Technology for Retail: The Systems You Need for Growth

How to get a comprehensive back-office technology stack that can scale with your company.

Blog

5 Things to Add to Your End-of-Year Checklist

Check out these five tips on what to include in your small business EOY checklist.

Back Office Operations

November 8, 2024

Blog

Startup Tax Prep: How to Find the Right Tax Provider

Here’s what you want to look for and the questions you need to ask as you compare tax services for startups.

October 30, 2024

Blog

5 Things to Add to Your End-of-Year Checklist

Check out these five tips on what to include in your EOY checklist.

Back Office Operations

October 28, 2024

Blog

What is the BOI filing?

Need to file a Beneficial Ownership Information (BOI) report as part of the Corporate Transparency Act? Here's what it is.

Back Office Operations

October 28, 2024

Blog

How to file a 1099-NEC form for vendors, contractors, and freelancers

Apart from explaining how these important tax documents work, we'll also offer some tips that will help you stay organized throughout the year.

October 27, 2024

Blog

5 Trends You Need to Know: VC Market Insights Q3 2024

5 VC market trends you need to know from Pilot’s CFO Services team, including analyses on Q3's VC activity, valuation, and exit trends.

Finances & Fundraising

October 16, 2024

Blog

How to File Your Startup Taxes the Right Way

We’ll discuss what makes a good tax accountant, direct and indirect expenses, the R&D tax credit, LLC filings, and more.

October 15, 2024

Blog

Get the Guide to Claiming the R&D Tax Credit

The R&D credit is valuable tool to extend runway in a challenging economic environment, but it's not easy to apply for. That’s why we put together a guide.

October 14, 2024

Blog

Instructions for Filling Out Form 1099-NEC

This document offers comprehensive instructions for completing Forms 1099-MISC and 1099-NEC for the year 01/2024, detailing reporting requirements, form completion, and legal obligations for various types of payments.

October 13, 2024

Blog

Bookkeeping and Taxes: When Is It Time to Stop DIY?

DIY can work fine for a certain time, but there comes a point when lack of dedicated support can lead to serious problems.

October 10, 2024

Blog

Pilot R&D Tax Credit: How It Works

Considering claiming the R&D tax credit with Pilot? Here's how our process works, what we deliver, and what to expect from working with us.

October 2, 2024

Blog

Your Tax Questions Answered

If you’re a founder wondering how to file your taxes for remote employees or need a better understanding of how to claim the R&D tax credit, we’ve got you covered!

September 25, 2024

Blog

How to Evaluate an R&D Tax Credit Provider: 3 Questions to Ask

Businesses can lose a lot of money if they file for the R&D tax credit incorrectly. These three questions will help you find an R&D tax credit partner that can help you successfully claim your credit.

September 5, 2024

Blog

So, You Raised a Series A – Now What?

I interviewed a handful of entrepreneurs who’ve raised a Series A to put together some advice, perspectives, and tactical to-dos to answer the question, “I just raised a Series A—now what?”

September 3, 2024

Blog

Burn Rate Calculator: Calculate Your Burn Rate and Startup Runway

Use this calculator to find your burn rate and remaining startup runway, then continue reading to learn how you can use those numbers to make better financial decisions.

Finances & Fundraising

August 29, 2024

Blog

Pilot Guide: The Annual Planning Playbook

A tactical framework for your annual planning process.

Finances & Fundraising

August 15, 2024

Blog

Setting Up a Startup Budget

In this article, we will explore the importance of creating a budget for newly funded startups and highlight the benefits a polished budget brings, such as financial governance, headcount planning, and investor management.

Finances & Fundraising

August 15, 2024

Blog

What Is a Fractional CFO and Do I Need One?

A fractional chief financial officer is a senior financial professional who manages the critical strategic financial analysis startups need to succeed.

Finances & Fundraising

Blog

Annual Budgeting Guide

Learn how to build an effective budget for your startup, including how to get the right numbers, and which questions to ask before you start.

Finances & Fundraising

Blog

New: Introducing Live Reports in Pilot

Get a real-time look into your books and operating efficiency from inside Pilot with new Live Reports.

Blog

Pilot Guide: Recommended Financial Stack for Startups

The most popular "financial stack" for startups: bank, credit card, payroll service, and more

Blog

Announcing the 4th Annual Founder Salary Report

Explore the latest trends in startup founder compensation with our 2024 Founder Salary Report.

Blog

VC Market Update: Q1 2024

Pilot’s CFO Services team recently published their Q1 VC Market Update, including analyses on Q1's VC activity, valuation, and exit trends.

Finances & Fundraising

Blog

How to File Your Beneficial Ownership Information (BOI) Report On Time

Need to file a Beneficial Ownership Information (BOI) report as part of the Corporate Transparency Act? Here's how.

Back Office Operations

Blog

Personal Finance for Founders: Things to Keep in Mind

We share some practical tips that can help you make informed decisions and lay the groundwork for long-term financial growth.

Blog

Lessons From Failure: What To Do When It’s Not Working

Blog

VC Market Update: Q4 2023

Pilot’s CFO Services team recently published their Q4 VC Market Update, including analyses on Q4's VC activity, valuation, and exit trends.

Finances & Fundraising

Blog

Cash Management for Startup Founders

A simple and effective treasury management strategy that will scale with you and keep your board happy.

Finances & Fundraising

Blog

Bench vs. Pilot: A Comprehensive Comparison of Two Bookkeeping Services for Business Owners

Bench and Pilot are two popular bookkeeping services for businesses. Which one is right for you? We dive into features, differences, pricing, and who they serve best.

Blog

Getting a Competitive Interest Rate for Your Startup Capital

Congratulations, you raised capital for your startup! Now, learn how to earn significant interest on it with these recommendations.

Finances & Fundraising

Blog

Pilot Guide: Recommended Financial Stack for Law Firms

The most popular "financial stack" for law firms: bank, credit card, payroll service, and more

Back Office Operations

Blog

How to Fill Form 8995

Discover expert tips on how to fill form 8995 and ensure accurate tax filing with this comprehensive guide.

Blog

What is the Form 2210?

Form 2210 is used to determine the amount of underpaid estimated tax and resulting penalties, as well as for requesting a waiver of the penalties.

Blog

Instructions for Filling Out Form 941

Learn the essential steps for How to Fill Form 941 and ensure accurate tax reporting and compliance.

Blog

Top 5 Bookkeeping Audit Software

Explore the best bookkeeping audit software for efficient financial management and accurate auditing processes.

Blog

Top 5 Payroll Management Services

Discover the best payroll management services for efficient payroll processing and seamless HR management.

Back Office Operations

Blog

Top 5 Tax Filing Services

Discover the top 5 Tax Filing Services for seamless tax preparation and accurate filing.

Back Office Operations

Blog

What Are the Benefits of an 83b Election?

We’ll break it down for you by explaining how equity shares are taxed and the potential impacts of an 83(b) election.

Blog

6 E-Commerce KPI Metrics You Need to Monitor

E-commerce KPIs focus on customer satisfaction, business growth, pricing & overall success. Explore the top 6 KPI metrics your business should be monitoring.

Back Office Operations

Blog

Instructions for Filling Out Form 8801

This document offers comprehensive guidance on completing Form 8801 for the year 2023, including eligibility, form purpose, and step-by-step instructions for each section.

Blog

How to Get the Most from Your Startup’s Board

Your startup's board is a valuable resource in helping your company succeed. Here's a few tips for setting up a successful relationship with your board of directors.

February 28, 2024

Blog

Who’s Meta CFO? Unveiling the Career of Susan Li

In 2022, Susan J. Li became the Chief Financial Officer (CFO) of Meta Platforms Inc, formerly known as Facebook.

February 22, 2024

Blog

The 5 Best Alternatives to Yogi CPA in 2024

Discover the best Yogi CPA alternatives for startups needing specialized accounting services beyond bookkeeping, tax planning, and financial consulting.

February 4, 2024

Blog

How to File Your Delaware Franchise Tax On Time

Still need to file Delaware Franchise Tax? We walk you through the steps and how to calculate your tax amount.

February 1, 2024

Blog

Is Once per Year Bookkeeping a Good Idea?

It's tempting to save money by doing your bookkeeping less frequently. Here's why we think it's a bad idea.

January 30, 2024

Blog

Who’s PayPal CFO? Unveiling the Career of Jamie Miller

Dive into Jamie Miller's role as PayPal CFO, exploring her background, contributions, and impact on the company's financial strategies.

January 25, 2024

Blog

Top 5 Bank Reconciliation Software

Discover the top 5 Bank Reconciliation Software options for streamlined financial management and accurate accounting.

January 16, 2024

Blog

What Chart of Accounts Should I Actually Use in Quickbooks (and a template you can download)

A well-structured chart of accounts is the foundation of sound financial infrastructure in any business. It is crucial in organizing financial transactions, providing accurate financial reporting, streamlining bookkeeping processes, and facilitating better decision-making.

Finances & Fundraising

January 2, 2024

Blog

The 5 Best Alternatives to Bench in 2024

This list explores the top 5 alternatives to Bench, catering to a diverse range of needs.

January 2, 2024

Blog

The 5 Best Alternatives to AirCFO in 2024

This list explores the top 5 alternatives to AirCFO, catering to a range of needs.

January 2, 2024

Blog

The 5 Best Alternatives to Zeni in 2024

Explore the best Zeni alternatives for efficient financial management and streamlined accounting processes.

January 1, 2024

Blog

The 5 Best Alternatives to Kruze Consulting in 2024

Check out alternative accounting firms to Kruze Consulting, offering specialized services for startups and growth-stage companies.

December 28, 2023

Blog

What is the Form 2290?

Form 2290 is a tax form used by truck owners and operators to report and pay the Heavy Vehicle Use Tax (HVUT) to the Internal Revenue Service (IRS).

December 28, 2023

Blog

Instructions for Filling Out Form 8082

This document offers a thorough guide on completing Form 8082, "Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR)," for the Internal Revenue Service (IRS).

December 24, 2023

Blog

The 5 Best Alternatives to Furey in 2024

Check out the best alternatives to Furey for startups and small businesses looking for a more suited financial management tool.

December 21, 2023

Blog

Top 5 Risk Assessment Software

Explore the top 5 risk assessment software solutions for comprehensive risk management and enhanced security protocols.

December 19, 2023

Blog

Top 5 Financial Forecasting Services

Explore the top 5 Financial Forecasting Services for accurate predictions and strategic financial planning.

Back Office Operations

December 18, 2023

Blog

Instructions for Filling Out Form 8949

This document offers comprehensive guidance on completing Form 8949, covering various scenarios like sales and exchanges of capital assets, reporting gains and losses, calculating basis and recordkeeping, and deferring tax on eligible gain invested in a Qualified Opportunity Fund (QOF).

December 15, 2023

Blog

Instructions for Filling Out Form 8959

This document offers a comprehensive guide on completing Form 8959 for calculating the Additional Medicare Tax owed by individuals in the United States for the year 2023.

December 14, 2023

Blog

Instructions for Filling Out Form 1099-Q

This document offers a comprehensive guide by the IRS on completing Form 1099-Q, covering specific instructions for each section and general filing procedures.

December 10, 2023

Blog

Instructions for Filling Out Form 706

This document offers comprehensive instructions for completing Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, for decedents dying in September 2023.

December 8, 2023

Blog

Instructions for Filling Out Form 8275

This document offers comprehensive instructions on completing Form 8275, the Disclosure Statement, including its purpose, filing requirements, and penalties.

December 7, 2023

Blog

Instructions for Filling Out Form 3922

This article offers a concise overview of the IRS document "Instructions for Forms 3921 and 3922 (10/2017)," which provides detailed guidance on completing Forms 3921 and 3922.

December 6, 2023

Blog

What is the Form 1041?

Form 1041 is an income tax return filed by the trustee or representative of a decedent's estate, trust, or bankruptcy estate, used to declare any taxable income generated after the decedent passed away and before designated assets were transferred to beneficiaries.

December 5, 2023

Blog

Instructions for Filling Out Form 1045

This document offers comprehensive guidance on completing Form 1045 for 2023, covering its purpose, key terms, filing procedures, and step-by-step instructions for each line and schedules A and B.

December 3, 2023

Blog

Instructions for Filling Out Form 1099-MISC

This document offers comprehensive instructions on completing Forms 1099-MISC and 1099-NEC for the year 01/2024, including guidelines on reportable income, proper payment reporting, and specific details for filling out and submitting the forms correctly.

December 1, 2023

Blog

What is the Form 1099-K?

Form 1099-K, or "Payment Card and Third Party Network Transactions," is a tax form used to report payments and transactions from online platforms, apps, or payment card processors.

November 30, 2023

Blog

Instructions for Filling Out Form 1040-X

This document offers comprehensive guidance on completing Form 1040-X, which is used to amend a previously filed U.S. Individual Income Tax Return.

November 26, 2023

Blog

The 5 Best Alternatives to Digits in 2024

Find the perfect Digits alternatives for businesses seeking real-time financial insights and collaboration tools tailored to their needs.

November 23, 2023

Blog

Instructions for Filling Out Form 940

This document offers a comprehensive guide for employers on how to accurately complete Form 940, the Employer's Annual Federal Unemployment (FUTA) Tax Return, for the year 2023.

November 21, 2023

Blog

The 5 Best Alternatives to Acuity in 2024

Explore top Acuity alternatives to find the perfect accounting and financial management partner for your startup's specific needs.

November 16, 2023

Blog

Instructions for Filling Out Form 1120

This article offers a concise overview of Form 1120, the U.S. Corporation Income Tax Return, and its comprehensive instructions for the year 2023.

November 15, 2023

Blog

Instructions for Filling Out Form 8974

This document offers a comprehensive guide on completing Form 8974, which is used to determine the qualified small business payroll tax credit for increasing research activities that can be claimed on Forms 941, 943, or 944.

November 12, 2023

Blog

Instructions for Filling Out Form 8960

This document offers comprehensive instructions for completing Form 8960, which calculates the Net Investment Income Tax for individuals, estates, and trusts.

November 10, 2023

Blog

Instructions for Filling Out Form 8850

This document offers guidance for employers on completing Form 8850, which is utilized for pre-screening and requesting certification of an individual as a member of a targeted group for the work opportunity credit.

November 9, 2023

Blog

Instructions for Filling Out Form 1099-G

This document is a comprehensive guide from the IRS on completing Form 1099-G, which is used to report certain government payments.

November 8, 2023

Blog

Instructions for Filling Out Form 1120-H

This document offers a comprehensive guide by the Internal Revenue Service (IRS) for homeowners associations to accurately complete Form 1120-H for the 2023 tax year.

November 5, 2023

Blog

What is the Form 2555?

Form 2555 is used by qualifying U.S. citizens living and working abroad to claim the Foreign Earned Income Exclusion (FEIE), allowing them to exclude a certain amount of foreign earned income from their U.S. taxes.

November 3, 2023

Blog

Instructions for Filling Out Form 926

This document offers a comprehensive guide to filling out Form 926, a form used to report certain transfers of tangible or intangible property to a foreign corporation.

November 2, 2023

Blog

Instructions for Filling Out Form 5227

This comprehensive guide offers detailed instructions for completing Form 5227, "Split-Interest Trust Information Return," for the year 2023.

October 29, 2023

Blog

The 5 Best Alternatives to Xendoo in 2024

Discover the best Xendoo alternatives for startups needing tailored accounting services like financial reporting and payroll management.

October 26, 2023

Blog

Instructions for Filling Out Form 8962

This article offers a concise overview of Form 8962, the Premium Tax Credit (PTC) form, for the year 2023, including eligibility criteria, calculation, and reconciliation of advance payments.

October 25, 2023

Blog

Instructions for Filling Out Form 1040 Schedule E

This document offers comprehensive guidance on completing Form 1040 Schedule E for 2023, covering rental income definitions, reporting income or loss from various sources, and special rules limiting losses.

October 22, 2023

Blog

The 5 Best Alternatives to Mission First Operations in 2024

Find the right alternatives to Mission First Operations that better suit your unique business needs and preferences.

October 19, 2023

Blog

What is the Form 1098?

Form 1098, Mortgage Interest Statement, is a tax form used by taxpayers in the United States to report the amount of interest and related expenses paid on a mortgage during the tax year when the amount totals $600 or more.

October 18, 2023

Blog

Instructions for Filling Out Form 8854

This document offers comprehensive guidance on completing Form 8854, a form required for individuals who have expatriated from the United States.

October 15, 2023

Blog

Instructions for Filling Out Form 8594

This document is a comprehensive guide from the IRS, designed to assist individuals in accurately completing Form 8594, which is used to report the sale of a group of assets constituting a trade or business.

October 13, 2023

Blog

Instructions for Filling Out Form W-8BEN-E

This document offers a comprehensive guide for foreign entities on completing Form W-8BEN-E, which is used to certify their status as the beneficial owner of income for U.S. tax withholding and reporting purposes.

October 12, 2023

Blog

Instructions for Filling Out Form 5498-SA

This document offers comprehensive guidance on completing Forms 1099-SA and 5498-SA for the year 2024, covering various topics such as transfers, HSA mistaken distributions, death of account holder, statements to recipients, and more.

October 11, 2023

Blog

Instructions for Filling Out Form 8288

This article offers a concise overview of Form 8288, U.S. Withholding Tax Return for Dispositions by Foreign Persons of U.S. Real Property Interests, and its detailed instructions.

October 8, 2023

Blog

The 5 Best Alternatives to Kranz in 2024

Explore top financial consulting alternatives to Kranz for tailored accounting, tax, and CFO support for startups.

October 7, 2023

Blog

What is the Form 1023?

Form 1023 is an application used by organizations to apply for recognition of exemption under Section 501(c)(3) of the Internal Revenue Code.

October 6, 2023

Blog

Instructions for Filling Out Form 8858

This document offers guidance on completing Form 8858, required for certain U.S. persons operating a Foreign Disregarded Entity (FDE) or owning a Foreign Branch (FB) directly or indirectly.

October 5, 2023

Blog

Instructions for Filling Out Form 1128

This document serves as a comprehensive guide by the Internal Revenue Service (IRS) for completing Form 1128, which is utilized to request a change in tax year.

October 1, 2023

Blog

The 5 Best Alternatives to Puzzle in 2024

Explore top Puzzle alternatives for startups looking to manage finances more effectively with customized software solutions.

September 28, 2023

Blog

Instructions for Filling Out Form 1065 Schedule K-1

This article summarizes the Partner's Instructions for Schedule K-1 (Form 1065) for 2023, a comprehensive guide for partners who have received Schedule K-1 (Form 1065) to report their share of partnership income, deductions, credits, and other items on their tax returns.

September 24, 2023

Blog

The 5 Best Alternatives to Pocketbook Strategies in 2024

Discover the best alternatives to Pocketbook Strategies for startups needing customized financial analysis and strategic planning.

September 21, 2023

Blog

Instructions for Filling Out Form 1095-A

This document provides a concise overview of Form 1095-A, the Health Insurance Marketplace Statement, and offers step-by-step instructions on how to complete it.

September 17, 2023

Blog

Instructions for Filling Out Form 8868

This document provides instructions for Form 8868 (01/2024), an application for an extension of time to file an exempt organization return or excise taxes related to employee benefit plans.

September 17, 2023

Blog

Instructions for Filling Out Form 941-X

This document offers detailed instructions for completing Form 941-X, Adjusted Employer's QUARTERLY Federal Tax Return or Claim for Refund, including information on future developments, updates, reminders, and a comprehensive guide on filling out the form correctly.

September 14, 2023

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