Just For You,
A Knowledge and Learning Center
For Small Business Owners and DIY Tax Filers
About Us
Welcome to Concierge College!
We’ve been helping business owners, real estate investors, and people with complicated tax stuff, for a very long time. We’ve gotten pretty good at it! In fact so good, that our plates for delivering tax planning, tax return preparation, and accounting services are overflowing. Yet we continue to receive new referrals and inquiries on a daily basis. But we are so busy performing exemplary services to a short list of people, that we end up turning away really great people that just need help.
The solution? Well, if we can’t sell you fish, we’ll just teach you to fish! A shortage of qualified and competent accountants and tax advisors is leaving people in a position where they’ll need to do it themselves. If DIY is your only option, then knowledge and learning how to do it right is essential! We feel if we put some high quality, easy-to-understand tutorials, content and courses together, maybe we can still help people through education. Please explore our website and we hope you’ll find all the resources you need to confidently tackle your accounting and taxes. We’ll just keep adding new content every chance we get, and so if there is a topic or area you wish we’d cover, please reach out and let us know!
We hope you'll use this site regularly and enjoy all the free resources. Please consider taking a paid course or two in our Classroom, to gain more valuable knowledge in the area(s) of your choice.
Latest Videos
Home Energy Tax Credits Overview Inflation Reduction Act of 2022
233 views
August 27, 2022
IRS Transition Guidance on Electric Vehicle Purchases Related to Pre and Post August Purchases
22 views
August 19, 2022
The Inflation Reduction Act of 2022: Will The IRS Hire 87,000 New Auditors?
103 views
August 10, 2022
To gain knowledge in a series of topics, through multiple courses, please check out our Academy page.
Latest Blog
Corporate Transparency Act – A New Disclosure Requirement for Business Entity Owners In An Effort To Catch Criminals
Get ready for new requirements to disclose all beneficial owners of business entities to the Financial Crimes Enforcement Network, beginning January 1, 2024. Heavy fines for missing this, so be in the know!
New Tax Rule for 2024: Rollover Up to $35K of Your 529 Funds into a Roth IRA
Secure Act 2.0 introduced the ability to convert and transfer 529 plan funds to a Roth IRA for the plan beneficiary. Here’s how it works.
State Tax Benefits and Rebates for Electric Vehicles
8 states currently offer tax incentives and rebates for purchases of electric vehicles. Here are the state-by-state details for you.
IRS Plans to Introduce a Free Direct File System: What You Need to Know
The IRS will be testing a new free direct E-file system during the 2024 filing season, on a small scale. If that goes well, they plan to expand the system over the next few years, assuming they can get the funding to do so, as well as fend off the tax prep industry lobbyists.
Protecting Your Business from Employee Retention Scams: Essential Tips from the IRS
The IRS continues to issue warnings to unsuspecting business owners about the danger of being scammed by Employee Retention Credit (ERC) mills.
Top 10 Mistakes to Avoid with Your Health Savings Account (HSA)
Hello Everyone, Planning for retirement is always on everybody’s minds. Usually when we hear “retirement planning” we immediately think about our 401k and IRA. What
Meet Our Team
Our Professional Coaches
Lynn Frese
Accountant
Lynn is a QuickBooks ProAdvisor. She’s the go-to resource for all QBO, Payroll, and 1099 Training needs.