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THE MYRMID TAX BLOG

Practical insight.
A clearer next step.

Guides for individuals, families, and small businesses, with a closer look at stock benefits and digital assets.

Individual & family taxes

How to Prepare for Your Tax Appointment

A practical guide to organizing records, understanding the tax-preparation process, reviewing your return, and signing before e-file transmission.

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Small business & self-employment

Organizing Your Small Business Tax Records

Organize business income, deductions, travel, vehicle information, assets, and entity details before a tax conversation.

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Year-round planning

Tax Preparation and Year-Round Planning: How They Work Together

Why a conversation before major life or financial changes can be as valuable as tax preparation during filing season.

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Equity compensation

Equity Compensation: What to Bring to Your Tax Conversation

Understand common equity-compensation arrangements, organize the records that matter, and prepare for potential tax surprises.

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Cryptocurrency & digital assets

Cryptocurrency Records: Preparing for a Tax Conversation

Understand common digital-asset transactions, gather records, review Form 1099-DA, and prepare for wallet-by-wallet basis tracking.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.