The Waheen Brief.
Monthly insights on taxes, bookkeeping, and funding opportunities — written for small business owners and nonprofit leaders in Santa Clara County.
What you'll get
Tax deadline reminders
Never miss a filing date. We send timely reminders before every major federal and California state deadline.
Bookkeeping tips
Practical advice to keep your books clean and your cash flow visible — no accounting degree required.
Grant opportunities
Curated grant alerts for nonprofits and small businesses in the Bay Area and California.
Tax law updates
Plain-language breakdowns of new tax rules and how they affect your business or organization.
What we've been writing about
Q3 Estimated Tax Payments: What You Owe and When
A breakdown of who needs to pay quarterly estimates, how to calculate them, and how to avoid underpayment penalties.
5 Grant Opportunities Open Now for Bay Area Nonprofits
We rounded up five active grant programs with upcoming deadlines — including two specifically for Santa Clara County organizations.
The Nonprofit Form 990: What It Is and Why It Matters
Your 990 is more than a tax form — it's a public document that donors and funders use to evaluate your organization. Here's how to make it work for you.