What Washington State’s New Income Tax Proposal Could Mean for Practice Owners

Valerie Lewis

Published on: 11/03/2026

New Washington tax legislation could impact high-earning practice owners. Learn what the proposed income tax means and why proactive tax planning matters.

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The Tax Checklist Every business owner should review

Valerie Lewis

Published on: 02/01/2026

It’s tax season. Discover the essential checklist business owners need to stay organized, reduce stress, and approach taxes strategically.

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What to do in the last week of 2025

Valerie Lewis

Published on: 22/12/2025

Finish 2025 strong with a clear financial checklist for your medical or service-based practice. Learn year-end steps, tax tips, and how Balanced CFO + EPIC Private Wealth’s PRO Tax membership supports your business.

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Year End Check for W-2's

Valerie Lewis

Published on: 17/12/2025

Before W-2s are issued, review your paystubs and payroll. Learn why this year-end step matters, what to check, and how Washington’s ESSB 5814 may impact your 2025 business taxes.

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