Johnson Agen Kupferschmidt & Associates

Johnson Agen Kupferschmidt & Associates An accounting and tax preparation firm serving clients throughout northwest Wisconsin.

Happy Rutabaga Festival Everyone! Come see JAK in the Beer Garden and we would be happy to serve you!
08/28/2026

Happy Rutabaga Festival Everyone! Come see JAK in the Beer Garden and we would be happy to serve you!

💲Tax Tip Tuesday💲Marriage means making changes before next filing seasonMarriage is an exciting milestone, but it can al...
08/25/2026

💲Tax Tip Tuesday💲

Marriage means making changes before next filing season

Marriage is an exciting milestone, but it can also affect a couple's tax situation. Here are some simple steps after the wedding that can help make filing next year's tax return easier.

Report a name change
If either person changes their name, it should be reported to the Social Security Administration prior to filing a tax return. The name on the tax return must match Social Security records to avoid processing delays.

Submit a change of address, if needed
If either or both spouses moved to a new home, they should notify their local post office, employers, financial institutions and the IRS of any address change. Taxpayers can officially change their mailing address with the IRS by completing and submitting Form 8822, Change of Address.

Check tax withholding
Marriage may change a couple’s tax responsibilities. Newlyweds should give their employers a new Form W-4, Employee's Withholding Certificate, within 10 days. If both people work, this could move them into a higher tax bracket or they may be affected by the additional Medicare tax. The IRS Tax Withholding Estimator can be used to estimate the amount of federal income tax to withhold from their paychecks now for the taxes they will owe next year.

Review filing status
A taxpayer's marital status as of December 31 determines their tax filing options for the entire year. Married people can choose to file their federal income taxes jointly or separately. While filing jointly is usually more beneficial, it's best to figure the tax both ways to find out which makes the most sense.

Keep tax records together
Combining important tax documents, such as Forms W-2, Forms 1099 and prior-year tax returns, can help make tax filing easier and ensure all income is reported.

Explore tax credits and deductions
Marriage may affect eligibility for certain tax credits and deductions. Couples should review available tax benefits before filing their return.



Tune in to 96.1 WJMC every Wednesday morning at 7:45am for more tax tips with Brenda!

www.jakaccounting.com

Happy Birthday, Erica! 🎂 May your day be filled with minimal meetings and maximum cake!
08/19/2026

Happy Birthday, Erica! 🎂 May your day be filled with minimal meetings and maximum cake!

💲Tax Tip Tuesday💲Put a plan in place for potential disastersHurricane season officially started at the beginning of the ...
08/18/2026

💲Tax Tip Tuesday💲

Put a plan in place for potential disasters

Hurricane season officially started at the beginning of the month, but they aren’t the only type of disaster that can occur. Taxpayers are encouraged to take steps now to ensure they’re prepared in case they are impacted by a disaster or emergency.

Review and update emergency preparedness plan annually
Taxpayers should review their emergency preparedness plan, at least annually. Ready.gov has resources and checklists to help people put together their emergency preparedness plan.

Create electronic copies of documents
Taxpayers should keep important documents and storage devices in a safe place. If original documents are available only on paper, taxpayers should consider converting them to electronic versions and storing them on a USB flash drive or in the cloud. Many financial institutions provide statements electronically. All taxpayers are encouraged to create an IRS Individual Account. They can access online transcripts, notices, and other tax information.

Document valuables
Take pictures or video of valuables before disaster strikes. It makes it easier to claim insurance and tax benefits. IRS.gov has a disaster loss workbook that can help taxpayers compile a room-by-room list of belongings.



Tune in to 96.1 WJMC every Wednesday morning at 7:45am for more tax tips with Brenda!
www.jakaccounting.com

Happy 6th work anniversary, Erica! 🎉 Thank you for six incredible years of hard work and dedication. We’re so lucky to h...
08/17/2026

Happy 6th work anniversary, Erica! 🎉 Thank you for six incredible years of hard work and dedication. We’re so lucky to have you!

💲Tax Tip Tuesday💲Tips for businesses hiring seasonal or part-time employeesThe summer months are a common time for many ...
08/11/2026

💲Tax Tip Tuesday💲

Tips for businesses hiring seasonal or part-time employees

The summer months are a common time for many businesses to seek out seasonal or part-time workers. If they’re hiring help, it's important to understand tax filing and withholding responsibilities. This can help avoid penalties while staying compliant throughout the year.

Tax withholding rules for seasonal and part-time employees
Seasonal and part-time employees are subject to the same federal income tax withholding, Social Security, and Medicare tax rules as other employees. Employers must withhold and pay employment taxes on wages paid to these workers.

Seasonal employers and Form 941
Seasonal employers generally do not have to file Form 941, Employer’s Quarterly Federal Tax Return, for quarters in which they have no tax liability because no wages were paid.

An employer can let the IRS know they may not file a return for certain quarters by:
Checking the “seasonal employer” box in Part 3 of every Form 941 filed.
If this box is checked and at least one taxable return is filed during the year, the IRS generally will not inquire about quarters for which no return was filed.



Tune in to 96.1 WJMC every Wednesday morning at 7:45am for more tax tips with Brenda!
www.jakaccounting.com

Happy Thursday! 👋 Quick heads-up that our team is out today for an all-staff bonding day, so we are closed today, August...
08/06/2026

Happy Thursday! 👋 Quick heads-up that our team is out today for an all-staff bonding day, so we are closed today, August 6th. ☀️

We’ll be back in the office and ready to serve you tomorrow, Friday, August 7th! Have a great day, everyone!

We love being a part of this community! 💙Make sure to visit the JAK table at National Night Out as we celebrate together...
08/04/2026

We love being a part of this community! 💙

Make sure to visit the JAK table at National Night Out as we celebrate togetherness, safety, and local connection. Bring the family—we will be in Cumberland!

💲Tax Tip Tuesday💲Mid-year is the perfect time for a quick tax check It’s halfway through the year, which is a great time...
08/04/2026

💲Tax Tip Tuesday💲

Mid-year is the perfect time for a quick tax check

It’s halfway through the year, which is a great time for taxpayers to do a quick check to make sure they’re on a smooth track to next filing season. Here are some tips:

Keep good tax records. Taxpayers should keep all important tax records in one place. They can use electronic recordkeeping software or clearly labeled paper folders and add documents as they receive them. Organized records make tax return preparation easier and may help taxpayers identify deductions or credits they might otherwise miss.

Identify filing status. A taxpayer’s filing status affects their tax requirements, deductions, credits, and tax liability. Life changes such as marriage, divorce, birth, or death may affect filing status and eligibility for certain tax benefits. Taxpayers can use the IRS’s Interactive Tax Assistant, What is my filing status? to get help choosing the best one for their tax situation.

Understand adjusted gross income. AGI is income from all sources minus any adjustments. A higher AGI generally means a higher tax rate. Tax planning may help lower AGI and reduce taxes owed.

Check withholding. Taxpayers need to pay their tax as they receive their income, and they do this through withholding. The IRS Tax Withholding Estimator is a free, easy-to-use tool that helps workers and retirees estimate the amount of federal income tax to withhold from their paychecks now for the taxes they will owe next year.
The estimator now reflects the changes to credits and deductions under the One, Big, Beautiful Bill. This includes the deductions for tips, overtime, car loan interest and enhanced deduction for seniors. It also accounts for updates tied to family-related credits, homeownership, and charitable giving.

Make address and name changes. Taxpayers should promptly report address changes to the USPS, employers, and the IRS using Form 8822, Change of Address. They should also report name changes to the Social Security Administration. Keeping this information current can make filing a tax return easier.

Save for retirement. Saving for retirement can also lower a taxpayer's AGI. Certain contributions to a retirement plan at work and to a traditional IRA may also reduce taxable income.



Tune in to 96.1 WJMC every Wednesday morning at 7:45am for more tax tips with Brenda!
www.jakaccounting.com

👋 Quick heads-up: our team is spending some time together, so we’ll be closed on Thursday, August 6th for an all-staff o...
07/30/2026

👋 Quick heads-up: our team is spending some time together, so we’ll be closed on Thursday, August 6th for an all-staff outing. ☀️

Weekly Hours:
⏰ Monday – Wednesday: 8:00 AM – 4:30 PM
⏰ Thursday: Closed
⏰ Friday: 8:00 AM – 12:00 PM

Thanks for your support, and we’ll be back ready to help you on Friday morning!

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Cumberland, WI

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 12pm

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