Shammas Tax Advocates for Year-Round Financial Organization to Combat Small Business Failures

Following a new feature spotlighting its people-first approach to tax preparation, Shammas Tax is calling for greater awareness around year-round organization for small business owners, gig workers, and freelancers. The firm hopes to shift the public conversation from tax-season panic to everyday clarity. Tax preparer Andre Shammas noted that many clients arrive overwhelmed, not due to lack of effort, but because they attempt to organize a full year of spending in one afternoon. He emphasized that building simple habits can make the process significantly easier.

The importance of this shift is underscored by data. According to U.S. Bank, 82% of small businesses fail because of poor cash flow management, making budgeting and organization one of the biggest predictors of long-term survival. A separate SCORE report found that 40% of small business owners cite bookkeeping and taxes as their single greatest operational challenge. Shammas sees these struggles daily, with clients often arriving with disorganized receipts, missing invoices, or unclear spending records.

Shammas Tax is using its platform to advocate for a more approachable and equitable experience, particularly for those intimidated by financial paperwork. The firm believes the industry needs more straightforward language and a stronger emphasis on education over judgment. Shammas stressed that fairness begins with providing clarity, not making clients feel lost or embarrassed to ask questions.

The firm argues that budgeting should not be confined to tax season. Consistent habits, even small ones, can prevent major financial setbacks. Shammas suggests that twenty minutes of weekly review can transform a business's financial health. Research from SCORE supports this, indicating that businesses reviewing finances weekly grow 60% faster than those that do not. Regular organization also reduces errors, missed deductions, and compliance risks.

To support small business owners, Shammas Tax recommends actionable steps: separate business and personal accounts, review income and expenses weekly, sort receipts and invoices monthly, use simple organizational systems, and ask questions early. The firm emphasizes that simplicity and consistency are more valuable than complex systems. With a growing number of freelancers and gig workers in the economy, Shammas Tax views clarity and fairness as essential, aiming to help the small business owners who keep communities running feel more confident and in control of their financial futures.