Sonya Moreno, CPA

Sonya Moreno, CPA Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Sonya Moreno, CPA, Accountant, Wells Fargo Plaza 221 St. 700 N., El Paso, TX.

Tax planning feels a lot easier when you have someone helping you understand what the numbers actually mean.Every month,...
09/02/2026

Tax planning feels a lot easier when you have someone helping you understand what the numbers actually mean.

Every month, I focus on a topic that helps business owners make smarter decisions around taxes, cash flow, planning, and long-term wealth.

This month, weโ€™re looking at Q4 tax strategy and the conversations worth having before the year closes.

Follow along for clear guidance that helps you understand your numbers, reduce costly surprises, and make stronger decisions for your business.

Youโ€™ll get practical guidance, timely reminders, and strategy-focused insight designed to help you feel more prepared throughout the year, not just when tax season arrives.

09/01/2026

If you filed a tax extension earlier this year, your deadline is coming up fast.

For ๐—ฆ-๐—–๐—ผ๐—ฟ๐—ฝ๐—ผ๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ฝ๐—ฎ๐—ฟ๐˜๐—ป๐—ฒ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝ๐˜€, the extended tax deadline is ๐—ฆ๐—ฒ๐—ฝ๐˜๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ ๐Ÿญ๐Ÿฑ. For ๐—–-๐—–๐—ผ๐—ฟ๐—ฝ๐—ผ๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ถ๐—ป๐—ฑ๐—ถ๐˜ƒ๐—ถ๐—ฑ๐˜‚๐—ฎ๐—น๐˜€, the extended deadline is ๐—ข๐—ฐ๐˜๐—ผ๐—ฏ๐—ฒ๐—ฟ ๐Ÿญ๐Ÿฑ.

If your extended return is still on your to-do list, you still have time to get ahead of the deadline.

Getting your books and documents organized now can make the filing process much smoother and help you avoid the stress of rushing at the last minute.

Book a call: https://api.leadconnectorhq.com/widget/booking/8FDLenpS91fFCGlHryza

Many business owners delay retirement planning because theyโ€™re waiting until thereโ€™s more cash left over.The problem is ...
08/31/2026

Many business owners delay retirement planning because theyโ€™re waiting until thereโ€™s more cash left over.

The problem is that โ€œleft overโ€ money can be hard to find when the business always has another priority, another expense, or another opportunity that needs attention.

Retirement planning works better when it becomes part of the strategy instead of something handled only after everything else is paid.

That may mean starting with a realistic contribution, reviewing plan options, or building retirement savings into the way the business manages profit throughout the year.

The goal is progress with a plan behind it.

Save this as a reminder that building wealth doesnโ€™t have to wait for the perfect moment.

08/28/2026

One of the biggest retirement planning mistakes business owners make is waiting too long to start.

Itโ€™s easy to tell yourself youโ€™ll contribute once revenue is steadier, once the business slows down, or once everything feels more settled.

The problem is that time is one of the most valuable parts of retirement planning.
Starting small is still starting. Once the structure is in place, you can build from there.

Ready to build a retirement strategy that works with your tax plan? Book a strategy call: https://api.leadconnectorhq.com/widget/booking/8FDLenpS91fFCGlHryza

As your business grows, your retirement strategy should grow with it.The plan that worked when the business was smaller ...
08/26/2026

As your business grows, your retirement strategy should grow with it.

The plan that worked when the business was smaller may not be the best fit once income, payroll, cash flow, or long-term goals change.

For business owners, retirement planning should be reviewed with the full financial picture in mind.

That includes how the business earns, how the owner is paid, what the company can reasonably contribute, and what kind of wealth the owner wants to build outside of daily operations.

A retirement plan shouldn't sit untouched for years while the business keeps evolving.

Reviewing the strategy now can help make sure it still fits where you are and where youโ€™re going.

Follow us for more tax planning strategies designed for business owners.

08/24/2026

Retirement planning isnโ€™t only about what youโ€™ll need later.

It can also shape what youโ€™re able to pass on.

The right accounts, beneficiaries, and estate planning conversations can help make sure your retirement assets support the bigger picture youโ€™re building for your family.

Tax planning, retirement planning, and legacy planning should work together. When they do, your strategy becomes much stronger.

Learn how retirement planning fits into the bigger strategy here: https://youtu.be/G9-j5JxBAtY

Business owners work hard to build income, but income alone does not always create long-term wealth.Retirement planning ...
08/21/2026

Business owners work hard to build income, but income alone does not always create long-term wealth.

Retirement planning helps turn what you earn today into something that can support you later.

That may mean creating a plan for consistent contributions, choosing the right retirement account, or using your business structure to support a more intentional wealth-building strategy.

The goal isn't just to save whatever is left at the end of the year. The goal is to build with a plan before life, business, and taxes make the decision for you.

If retirement planning hasnโ€™t been part of your tax strategy yet, book a strategy session and letโ€™s look at your options: https://api.leadconnectorhq.com/widget/booking/8FDLenpS91fFCGlHryza

08/20/2026

For business owners with strong and consistent income, a defined benefit plan may be worth a closer look.

This type of retirement strategy can allow much larger contributions than many other plans, which can be especially helpful if you want to catch up on savings and reduce taxable income.

Itโ€™s a more advanced option, so the numbers need to be reviewed carefully.

When it fits, retirement planning can become one of the most powerful tools in your overall tax strategy.

See the full breakdown on YouTube here: https://youtu.be/G9-j5JxBAtY

Retirement planning is one of the clearest ways business owners can start building wealth with intention.The earlier you...
08/18/2026

Retirement planning is one of the clearest ways business owners can start building wealth with intention.

The earlier you look at your options, the more room you have to make decisions that support both your tax strategy and your future income.

For many business owners, retirement contributions can do more than help you save for later. They may also help reduce taxable income now, depending on the plan, timing, and structure.

The right plan should fit your business, your cash flow, and the future youโ€™re trying to build.

Save this as a reminder to look at your retirement planning before the year-end rush.

08/17/2026

For business owners without full-time employees, a Solo 401(k) can create more room to save.

This type of plan allows you to contribute as both the employee and the employer, which can open the door to larger retirement contributions and stronger tax planning opportunities.

It may also offer a Roth option, depending on your goals and long-term tax strategy.

Your retirement plan should match where your business is now and where you want your wealth to go next.

The full video is live now. Watch it here: https://youtu.be/G9-j5JxBAtY

Address

Wells Fargo Plaza 221 St. 700 N.
El Paso, TX
79901

Opening Hours

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

Alerts

Be the first to know and let us send you an email when Sonya Moreno, 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 Sonya Moreno, CPA:

Shortcuts

Share

Category