Summersgill CPA

Summersgill CPA Modern CPA firm | Tax · Accounting · Payroll |
Nashville · Covington · Key Largo · Nationwide BBB Accredited Business

🚀 Ready to take your business digital?Going digital isn’t optional anymore—it’s essential for growth, efficiency, and st...
07/21/2026

🚀 Ready to take your business digital?

Going digital isn’t optional anymore—it’s essential for growth, efficiency, and staying competitive. Whether you run a service-based biz, retail store, or restaurant, small changes can make a big impact.

✅ Automate appointment scheduling
✅ Use online portals for forms, invoices & updates
✅ Add AI chatbots to handle FAQs + bookings
✅ Offer virtual consultations
✅ Level up your marketing with SEO + reviews
✅ Accept online payments + automate billing

📲 Digital businesses save time, reduce errors, and give customers a better experience—all while freeing up your team to focus on what really matters.

Not sure where to start? Begin with one small win. Automate your scheduling. Go paperless. Talk to a pro about streamlining payroll and accounting.
2026 is the year to go digital—and we’re here to help you get there. 💡

💰 How much should you contribute to your 401(k)?The right amount depends on your age, retirement goals, income, and over...
07/16/2026

💰 How much should you contribute to your 401(k)?

The right amount depends on your age, retirement goals, income, and overall financial situation—but here are a few guidelines to consider:

✔️ At a minimum, contribute enough to receive your full employer match. It's one of the best ways to maximize your retirement savings.
✔️ If your budget allows, consider contributing more. Traditional 401(k) contributions are generally made with pre-tax dollars, allowing your investments to grow tax-deferred until retirement.
✔️ If you're earlier in your career, time is on your side, and consistent contributions can benefit from years of potential growth.
✔️ As retirement gets closer, you may want to increase your savings rate and, if you're eligible, take advantage of catch-up contributions.

The key is to create a savings strategy that fits your stage of life and keeps you moving toward your retirement goals.

Looking for guidance? Let's chat. We'd be happy to help you build a retirement strategy that's right for you. https://bit.ly/3tvqlIw

🚀 Big Success Often Starts with a NicheMany successful businesses don't try to serve everyone—they focus on solving a sp...
07/14/2026

🚀 Big Success Often Starts with a Niche

Many successful businesses don't try to serve everyone—they focus on solving a specific problem for a specific audience first.

Why? Because a niche can help you:
✅ Stand out from the competition
✅ Build stronger customer loyalty
✅ Command higher value
✅ Refine your products or services
✅ Create a foundation for sustainable growth

As your business grows, having the right financial strategy becomes just as important as having the right business strategy. From choosing the right entity structure to tax planning and long-term growth, thoughtful planning can make all the difference.

📩 Looking for guidance? Let's chat. We're here to help you build a business that's positioned for long-term success. https://bit.ly/3tvqlIw

💡 Did you know the Roth IRA "five-year rule" isn't just one rule?There are actually multiple five-year rules that can im...
07/10/2026

💡 Did you know the Roth IRA "five-year rule" isn't just one rule?

There are actually multiple five-year rules that can impact when you can withdraw your money tax-free and whether penalties may apply.

Here are a few key things to know:
✔️ Your original Roth IRA contributions can generally be withdrawn at any time without taxes or penalties.
✔️ Investment earnings have different rules and may need to meet certain requirements before they're tax-free.
✔️ Each Roth conversion has its own five-year holding period, so timing matters.

Understanding how these rules work can help you avoid unexpected taxes and make more informed retirement planning decisions.

Looking for guidance? Let's chat. We'd be happy to help you better understand your retirement strategy and answer your questions.

📊 Mid-Year Review: 3 Steps to Recharge Your Business StrategyHard to believe, but we’re already halfway through the year...
07/08/2026

📊 Mid-Year Review: 3 Steps to Recharge Your Business Strategy

Hard to believe, but we’re already halfway through the year! Now’s the time to pause, reflect, and realign. A quick, focused review can spark new energy and clarity for the months ahead.

✅ 1. Celebrate your wins
Revenue growth, new clients, successful launches, team milestones — take a moment to recognize what’s working and why.

🛠️ 2. Tackle your challenges
What’s underperforming? Are rising costs, turnover, or service issues holding you back? Honest assessment leads to better decisions.

🎯 3. Refocus and recommit
Set clear goals, revise your strategy, and prioritize what will truly move the needle in the second half of the year.

This isn’t just a check-in — it’s a launchpad for stronger results. Let’s finish the year with purpose and momentum! 🚀

📞 Need help making sense of the numbers or refining your strategy? Contact our firm — we’re here to help. https://bit.ly/3tvqlIw

🌎 Working Abroad? You May Qualify for Valuable Tax Benefits. 🌍💼✈️If you're a U.S. citizen living and working overseas, y...
07/06/2026

🌎 Working Abroad? You May Qualify for Valuable Tax Benefits. 🌍💼✈️

If you're a U.S. citizen living and working overseas, you may be eligible for the Foreign Earned Income Exclusion (FEIE) and a deduction for certain foreign housing expenses.

For 2026, the IRS increased:
✅ Foreign Earned Income Exclusion to $132,900
✅ Base Foreign Housing Deduction to $21,264 (higher limits may apply in certain high-cost locations)

To qualify, you must meet specific IRS residency and income requirements, and the rules can be complex.

If you're working internationally—or planning to—it's important to understand your options and ensure you're taking advantage of every tax benefit available.

Contact our team to discuss your situation and determine whether you qualify.

🎆 Happy Independence Day! 🇺🇸 Wishing everyone a fantastic holiday filled with joy, fireworks, and celebration! Enjoy the...
07/03/2026

🎆 Happy Independence Day! 🇺🇸 Wishing everyone a fantastic holiday filled with joy, fireworks, and celebration! Enjoy the festivities! 🎉

Happy Birthday to the best travel buddy, Becca! 🥂✨ Celebrating you in the most magical city made this year’s Summersgill...
07/01/2026

Happy Birthday to the best travel buddy, Becca! 🥂✨ Celebrating you in the most magical city made this year’s Summersgill retreat even more special. From late-night laughs and wine to ice cream, beautiful cafés, and unforgettable memories around every corner, Paris was the perfect backdrop for celebrating another amazing year of you. Here’s to friendship, adventure, and birthdays we’ll never forget. 💕🇫🇷🎂 BirthdayInParis

Hello, July! As we kick off a new month, let’s commit to the habits that drive real progress. Show up. Stay focused. Mak...
07/01/2026

Hello, July! As we kick off a new month, let’s commit to the habits that drive real progress. Show up. Stay focused. Make July count. 🚀

💬 "Success doesn’t come from what you do occasionally. It comes from what you do consistently." – Marie Forleo

🚨 Could You Be Eligible for a Tax Refund?A recent court ruling in Kwong v. United States may create an opportunity for s...
06/29/2026

🚨 Could You Be Eligible for a Tax Refund?

A recent court ruling in Kwong v. United States may create an opportunity for some taxpayers to claim refunds of certain IRS penalties, interest, or other tax-related amounts associated with tax years 2019–2022.

Important: The ruling is currently under appeal, and there is no guarantee that filing a claim will result in a refund or credit. However, because filing deadlines may apply, it may be worth exploring your options now.

If you think you may qualify, our team can evaluate your situation and determine whether filing a protective claim or conducting further analysis is appropriate.

Contact our office today to schedule a consultation and discuss your eligibility. https://bit.ly/3tvqlIw

Address

517 North Columbia Street
Covington, LA
70433

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Summersgill CPA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Summersgill CPA:

Shortcuts

Share

Category