My Tax Lady, LLC

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My Tax Lady, LLC If you are an individual needing help w/personal finance, a start-up business or a growing business.
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Learn how NSOs and ISOs are taxed and what to consider when deciding whether to exercise, sell, or hold employee stock o...
10/29/2026

Learn how NSOs and ISOs are taxed and what to consider when deciding whether to exercise, sell, or hold employee stock options.

Running your business takes enough of your time. Your bookkeeping doesn’t have to take up the rest of it.We help you:- K...
10/29/2026

Running your business takes enough of your time. Your bookkeeping doesn’t have to take up the rest of it.

We help you:

- Keep your books accurate and up to date
- Stay on top of your income and expenses
- Reconcile your accounts
- Keep your financial records organized
- Understand how your business is performing
- Stay prepared for year-end and tax season

Spend less time worrying about your books and more time running and growing your business.

Ready to take bookkeeping off your plate?

Book a call using the link in our profile or comment “books” below to learn more about our services.

The IRS is warning taxpayers about fake “Tribal Tax Credits.” Learn the warning signs and what to do before buying or cl...
10/28/2026

The IRS is warning taxpayers about fake “Tribal Tax Credits.” Learn the warning signs and what to do before buying or claiming an unfamiliar credit.

Not all business expenses are treated the same!Some are everyday costs of running your business, while others are purcha...
10/28/2026

Not all business expenses are treated the same!

Some are everyday costs of running your business, while others are purchases that provide value over a longer period of time.

Knowing the difference matters because how an expense is recorded can affect your financial reports and tax liability.

Not sure your expenses are being recorded correctly? That’s where we can help!

Book a call using the link in our profile or comment “books” below to learn more about our services.

Here are the November 2026 Business Due Dates
10/27/2026

Here are the November 2026 Business Due Dates

Review November 2026 business tax deadlines, including payroll tax deposits, Form 941 filing requirements, and federal unemployment tax obligations.

Have an unused adoption tax credit from a prior year? The IRS is issuing refunds to eligible taxpayers for 2025. Learn w...
10/27/2026

Have an unused adoption tax credit from a prior year? The IRS is issuing refunds to eligible taxpayers for 2025. Learn who may qualify and why an amended return generally isn't needed.

The IRS is issuing refunds to eligible taxpayers with adoption credit carryovers from 2020–2024. Learn who may qualify and whether action is needed.

The year isn’t over yet, and there’s still time to get your business finances in better shape.Here are some important th...
10/27/2026

The year isn’t over yet, and there’s still time to get your business finances in better shape.

Here are some important things to review before year-end.

Follow our page for more bookkeeping, financial, and smart business tips to help you grow your business.

And save this post for later!

Here are the November 2026 Individual Due Dates
10/26/2026

Here are the November 2026 Individual Due Dates

Review important November 2026 tax deadlines, including the November 10 deadline for employees to report October tips to their employers.

10/26/2026

Watch this video for a quick overview of bunching tax deductions.

Payroll questions come up a lot, so here are the two options I recommend. 💛And if you're an S-Corp, this one isn't optio...
10/26/2026

Payroll questions come up a lot, so here are the two options I recommend. 💛

And if you're an S-Corp, this one isn't optional. You're required to pay yourself a reasonable wage through payroll before you take distributions. Get that split wrong and it's one of the fastest ways to end up on the IRS's radar. Not sure what your number should be? That's a conversation I have with clients all the time.

Option 1: Run it yourself with SurePayroll by Paychex

This is the budget-friendly route and it works beautifully for small teams. It's built for businesses your size, the setup is quick, and the tax filings happen automatically so you're not tracking deadlines on top of everything else.

Right now they're offering $29/month plus $7 per employee for unlimited payrolls, six months free, and no contracts. Link in my bio to get started. 🔗

Option 2: Let us handle all of it

For $150/month flat, payroll stops being your job. That includes:

→ No per-employee fees, ever
→ W-2 filing included, no year-end surprise invoice
→ Payroll tax IDs, setup, and all filings handled
→ Payroll projections so you can actually budget
→ Any IRS or state notices come to me, not you

Great fit for owners who are excellent at their actual work and would happily never look at a payroll deadline again.

Not sure which option fits, or need help figuring out wages versus distributions? Let's talk it through. 📲

Address

Home Office
Charlotte, NC
28269

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm
Saturday 10am - 4pm

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