Patrick W Rollmann Tax & Accounting Services

Patrick W Rollmann Tax & Accounting Services I perform "TAX CPR" -- Consultation, Preparation, and Representation for individuals and small bus

07/23/2026

One of the biggest takeaways from this year's tax season...

Now that another tax season is behind us, one observation continues to stand out.

Many retirees pay more tax than necessary—not because they did anything wrong, but because no one helped coordinate the timing of their retirement income.

Social Security doesn't exist in a vacuum.

Neither do IRA withdrawals.

Or Required Minimum Distributions (RMDs).

Or investment income.

The order and timing of when you draw from each of these sources can significantly impact:

✔️ How much of your Social Security becomes taxable.

✔️ Your overall federal tax bill.

✔️ Your Medicare IRMAA premiums.

✔️ How long your retirement savings may last.

Most people assume retirement planning is simply deciding when to claim Social Security.

In reality, that's only one piece of a much larger puzzle.

Some of the most valuable planning happens before retirement—while there is still time to make intentional decisions rather than react to them after the fact.

If retirement is on your horizon over the next few years, now is an excellent time to start discussing how your retirement income, taxes, and Social Security strategy all work together.

The goal isn't simply to retire.

The goal is to retire with a plan.

— Patrick W. Rollmann, EA
Rollmann Tax & Accounting Services

12/03/2025

⭐ Should You Donate in 2025 or 2026? New Tax Rules to Know. ⭐

Big tax law changes start in 2026, and they can affect how much you save from charitable donations. For some people, it makes sense to donate more in 2025, while others may benefit by waiting until 2026.

Here’s the simple version:

🔹 If You Don’t Usually Itemize

Starting in 2026, you can deduct $1,000 in cash donations ($2,000 for joint filers) even if you don’t itemize.
👉 If you don’t itemize, it may be better to wait until 2026 to donate.

🔹 If You Itemize but Give Small Amounts

In 2026, a new rule says your charitable donations must be more than 0.5% of your AGI to count.
👉 If your donations are usually smaller, think about “bunching” donations—combine multiple years into one (ex: give 2025 & 2026 donations together in 2025).

🔹 High-Income Earners (Top Tax Bracket)

Starting in 2026, deductions will save you less than they do right now.
👉 You may benefit by making larger donations in 2025, or using a Donor Advised Fund (DAF) to lock in today’s rules.

🔹 If You’re Self-Employed

Starting in 2026, certain charitable payments may be more valuable if structured as a business expense instead of a personal donation.
👉 Ask before doing this — it must be set up correctly.

📌 The Bottom Line

The right move depends on how you file, your income, and how much you normally give.
A quick review can help you decide whether to donate now or later for the best tax savings.

📞 Rollmann Tax & Accounting Services

Patrick W. Rollmann, EA
📍 12381 S. Cleveland Ave., Suite 203, Fort Myers, FL
📲 239-291-9191
📧 [email protected]

🚨 IRS or SCAM? Here's How to Tell the Difference (Tax Tip 2025-46)Shared by Patrick W. Rollmann EA Tax & Accounting Serv...
07/08/2025

🚨 IRS or SCAM? Here's How to Tell the Difference (Tax Tip 2025-46)
Shared by Patrick W. Rollmann EA Tax & Accounting Services

Scammers pretending to be the IRS are getting smarter. Here’s how you and your family can stay protected:

📧 Email, Text & Social Media: Red Flags

The IRS never initiates contact by email, text, or social media.

Ignore messages about fake refunds, tax credits, or threats.

Don’t click links that look like IRS tools—go directly to IRS.gov.

📬 Letters & Notices: Check First

The IRS will always send a letter or notice first.

Unsure if it’s legit? Log in to your IRS Online Account or call them directly.

Private debt collectors must match your IRS CP40 notice.

📞 Phone Calls: Know What’s Normal

The IRS may call—but only after mailing you first.

They don’t leave threatening voicemails or demand prepaid gift cards.

Visit irs.gov/payments to make legitimate payments.

🏠 In-Person Visits: Extremely Rare

Most unannounced IRS visits have been phased out for safety.

If someone shows up claiming to be from the IRS, ask for official ID and verify it.

✅ Stay safe, stay smart. When in doubt, reach out.
If you ever receive a suspicious IRS-related message, call my office and I’ll help verify it for you.

— Patrick W. Rollmann, EA
📍 Fort Myers, FL | Trusted Tax Help Year-Round

02/19/2025

📢 2024 Tax Season is Here! 📢

💰 Maximize Your Refund & Minimize Your Stress! 💰

Tax time doesn’t have to be overwhelming! Let a trusted tax professional handle your filing with accuracy and expertise. Whether you’re a business owner, self-employed, or an individual filer, I ensure you get every deduction and credit you deserve.

✅ E-file for fast refunds
✅ Maximize deductions & credits
✅ Self-employed & small business specialists
✅ Tax resolution assistance available
✅ Six-month extensions for those who need more time

💼 Business Owners: Don’t leave money on the table! I specialize in bookkeeping, tax strategy, and compliance to keep your business finances in top shape.

📅 Schedule your tax prep appointment today! 📅

📍 Serving clients in Lee County, FL and beyond!
📞 239-745-1925; 877-TAX-PLNR
[email protected]
🌐 rollmanntax.com

🔹 Fast. Reliable. Expert Tax Preparation. 🔹

01/20/2025

📢 Attention: 2024 Tax Season is Here! 📢

🚨 Are you ready to file your 2024 taxes? Let Patrick Rollmann Tax & Accounting Services take the stress off your shoulders! 🚨

✅ Accurate Tax Preparation: From personal to business taxes, we’ve got you covered.
✅ Extensions & Deadlines: Need more time? We handle extensions seamlessly.
✅ Maximize Your Refund: Expert strategies to ensure you get every dollar you’re entitled to.
✅ Real Estate & LLC Specialists: Have rental properties or a business? We know the ins and outs of complex filings.

💼 Why Choose Patrick Rollmann Tax & Accounting Services?
With 22 years of experience in the tax industry, we’re here to provide personalized, professional, and reliable service that you can trust.

💡 Don’t wait! Early filing means peace of mind.
📅 Schedule your appointment today!

📲 Call or message us to book your consultation: 239-291-9191
📧 Email: [email protected]

✨ Let Patrick Rollmann Tax & Accounting Services handle the numbers, so you can focus on what matters most. ✨

🌟 Follow us for tax tips, deadline reminders, and updates!

01/16/2025

Stay Ahead with Patrick W Rollmann Tax & Accounting Services 🌟

The tax landscape is constantly evolving, with new laws and policies shaping how individuals and businesses manage their finances. At Patrick W Rollmann Tax & Accounting Services, we make it our mission to stay ahead of the curve so you don’t have to. 💼📊

Whether it’s understanding the latest tax reforms, navigating new deductions, or preparing for future changes, our team is equipped to help you make informed decisions in an ever-changing political and economic environment. ✅

💡 Why choose us?
✔️ Up-to-date expertise on the latest tax laws
✔️ Personalized solutions tailored to your needs
✔️ Proactive planning for your financial future

Let us help you take the guesswork out of taxes and accounting. Reach out today to see how we can support you!

📞 Call us: 1-877-tax-plnr
📧 Email us: [email protected]
🌐 Visit: rollmanntax.com

05/31/2023

Review the changes the new law made to the Net Operating Loss (NOL) rules.

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12381 S Cleveland Avenue, Suite 203
Fort Myers, FL
33907

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