Agee Business Solutions

Agee Business Solutions Agee Business Solutions in Canyon Lake, CA specializes in ecommerce & wireless accounting & tax. Let us handle your numbers so you can focus on growth.

We provide tailored bookkeeping, payroll & tax support to help your business thrive.

Happy Halloween! πŸ‘»May your books stay balanced and your coffee stay spooky-strong. β˜•οΈπŸŽƒ
10/31/2025

Happy Halloween! πŸ‘»

May your books stay balanced and your coffee stay spooky-strong. β˜•οΈπŸŽƒ

Today we remember the lives lost, the heroes who stepped forward, and the strength that carried us through. 9/11 will ne...
09/11/2025

Today we remember the lives lost, the heroes who stepped forward, and the strength that carried us through. 9/11 will never be forgotten. πŸ‡ΊπŸ‡Έ

DID YOU KNOW: Not *every* charitable donation can be deducted on your tax return?Here are a few donations that don't cou...
08/20/2025

DID YOU KNOW: Not *every* charitable donation can be deducted on your tax return?

Here are a few donations that don't count:

β†’ Donations to an organization that isn’t a qualified charity (like political organizations, country clubs, and homeowners’ associations).

β†’ The value of your time spent volunteering (or the value of your loss of income while volunteering).

β†’ For any donations you make where you receive (or expect to receive) a financial benefit from the donation, the value of your expected benefit is not deductible.

β†’ Contributions made to a specific individual.

When in doubt about whether you can deduct a charitable donation, ask a qualified tax professional!

πŸ’Ύ SAVE this post to remember what you should be documenting for each business trip:β†’ Date of the tripβ†’ Starting and endi...
08/19/2025

πŸ’Ύ SAVE this post to remember what you should be documenting for each business trip:

β†’ Date of the trip
β†’ Starting and ending location of your trip
β†’ Total business miles driven
β†’ The business purpose of your trip

PRO TIP: Instead of writing all of this down, use an app like to automatically track all of your mileage. πŸš—

And one last thing, driving from home to your regular office (aka commuting) doesn't count as business mileage.

Follow for more helpful tax content like this! πŸ“²

Of all the new clients we've been taking on recently, almost all of them have this in common:β†’ They're business owners w...
08/18/2025

Of all the new clients we've been taking on recently, almost all of them have this in common:

β†’ They're business owners who want to increase their profits

β†’ They might not have filed their 2024 taxes yet because they're behind on their bookkeeping

β†’ They crave being able to make data-driven decisions as the CEO of their business

β†’ They either don't know how to, don't have time to, or simply don't want to do their own bookkeeping!

πŸ”— If this sounds like you, click the link in our bio and we'll get you onboarded for bookkeeping services this month!

If the IRS notices that you're underreporting income or writing off waaay too many expenses, they might ask to take a cl...
08/15/2025

If the IRS notices that you're underreporting income or writing off waaay too many expenses, they might ask to take a closer look (aka a tax audit!).

The thing is, when your taxes are prepared accurately, you have all of your receipts and substantiation, and you're working with a qualified tax pro... an audit isn't actually all that scary!

SAVE this post to let the algorithm know you're a business owner who's serious about growing their business in a way tha...
08/14/2025

SAVE this post to let the algorithm know you're a business owner who's serious about growing their business in a way that's actually sustainable! ⚑

We're here to give you actionable, real-life advice to help you run the business of your dreams.

Think: Less "you need to have $10k revenue months" and more, here's how to *actually* get there! πŸ“ˆ

Let's start with the good news: You're not even close to the only taxpayer who is behind on filing their taxes!The bad n...
08/13/2025

Let's start with the good news:

You're not even close to the only taxpayer who is behind on filing their taxes!

The bad news? πŸ‘€

Doing nothing is making your problem (and your stress levels) worse. πŸ˜“

You aren't the first client we'll have who is behind on their taxes, and you won't be our last!

We can help you catch up on unfiled tax returns, deal with IRS notices, and try to minimize any penalties and interest you're facing. βœ…

FALSE! Let us clear up this super common misconception: your bonus isn’t actually taxed more, it just looks that way on ...
08/12/2025

FALSE! Let us clear up this super common misconception: your bonus isn’t actually taxed more, it just looks that way on your paycheck. ‡️

That β€œextra tax” coming out of your bonus? It’s just withholding (aka your employer setting aside money for your taxes).

The IRS has different withholding requirements for supplemental income (aka your bonus) compared to your normal earnings.

The emphasis here is that your bonus isn't TAXED any differently from your normal wages; it's just WITHHELD differently!

When you file your taxes, everything gets reconciled. So if too much was withheld, you’ll see that money come back as part of your tax refund. πŸ’Έ

If you qualify to contribute to a Health Savings Account (HSA), you've unlocked a powerful tax savings tool!The pros of ...
08/11/2025

If you qualify to contribute to a Health Savings Account (HSA), you've unlocked a powerful tax savings tool!

The pros of an HSA?

β†’ Contributions made through your employer are pre-tax
β†’ Direct contributions (outside of payroll) are tax-deductible
β†’ Growth is tax-free
β†’ Withdrawals are tax-free (when used for qualified medical expenses)

Funds for an HSA can be used without penalty on qualified medical expenses.

What's a qualified medical expense?

Generally, the medical expenses from IRS Publication 502 count, but check with your tax accountant because some expenses are HSA-eligible even if you can't deduct them on your tax return.

Make sure to keep receipts and documentation for all of your HSA usage; the IRS can request this in an audit!

Want to know if your bookkeeping passes our clean books test? πŸ‘€βž‘οΈ Swipe for our clean books checklist. If you already kn...
08/08/2025

Want to know if your bookkeeping passes our clean books test? πŸ‘€

➑️ Swipe for our clean books checklist.

If you already know you can't check off all those boxes, this is your sign to hire us for a bookkeeping clean-up this summer! β˜‘οΈ

Any business coach worth investing in is going to want to know an accurate picture of your finances... If your coach is ...
08/07/2025

Any business coach worth investing in is going to want to know an accurate picture of your finances...

If your coach is going to help you set your prices, adjust your offerings, and grow your business, they need to know your numbers! πŸ“Š

πŸ’₯ TRUTH BOMB: You can't show them what they need to see to help your business *without* having your bookkeeping done accurately!

Our goal is to get your bookkeeping caught up so that you can confidently make those important decisions for your business.

Address

31568 Railroad Canyon Road Suite 120
Canyon Lake, CA
92587

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19514207735

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