PBG Advisors & CPAs

06/12/2026

⏰ June 15 Estimated Tax Payment Reminder

If you make estimated tax payments, your next payment is due June 15.

Avoid penalties and interest by making your payment on time.

06/09/2026

Think business recordkeeping is just about saving receipts? Think again. 📂💡

Good records help you track income, support deductions, stay compliant, and make tax time a whole lot less stressful. From expenses and payroll to travel and equipment purchases, keeping organized documentation can save you headaches down the road.

✅ Learn what records your business should be keeping and why they matter.

🔗 Read the full article: https://pbgadvisors.com/business-recordkeeping-small-businesses/

Learn how proper business recordkeeping helps small businesses stay tax compliant, track expenses, and prepare for IRS audits with guidance from PBG Advisors CPA.

06/05/2026

Common IRS Notices & What They Mean

Opening a letter from the IRS can feel stressful, but many notices are simply requests for clarification or updates to your account. Understanding what the notice means is the first step toward resolving it quickly and avoiding additional penalties or complications.

Some of the most common IRS notices include:
✔️ Balance due notices
✔️ Missing information requests
✔️ Return adjustments
✔️ Identity verification letters
✔️ Estimated payment reminders

The key is not to ignore IRS correspondence. Responding promptly and correctly can make the process much smoother and help protect your financial peace of mind.

If you’ve received an IRS notice and aren’t sure what steps to take next, the PBG Advisors team is here to help guide you through the process with confidence.

06/02/2026

Changing jobs? Don’t rush your retirement plan rollover. 💼💰

Moving a 401(k) or other retirement account involves more than just transferring funds. Taxes, penalties, vesting schedules, company stock rules, and even outstanding loans can all impact your financial future.

Before making a decision, take a few minutes to understand your options and avoid costly mistakes.

👉 Read the full article: https://pbgadvisors.com/retirement-plan-rollover-options/

Learn the tax implications of retirement plan rollovers, including 401(k) and IRA options, with guidance from PBG Advisors CPA in Grand Junction.

05/29/2026

🌟 Staff Spotlight: Meet Porter Romm 🌟

We’re excited to spotlight Porter Romm, a valued member of the PBG Advisors team. A graduate of Brigham Young University–Idaho, Porter has a strong foundation in personal and business tax preparation and brings valuable technical expertise in Microsoft Excel and VBA to help streamline workflows and automate complex tasks.

Outside of work, Porter enjoys spending time with his wife, Kristen, their young son, Rhett ❤️, and they’re excited to be welcoming a baby girl this fall! 💕👶 Their family also includes two energetic German Shorthaired Pointers, Sage and Lily 🐕🐕, his trusted companions for upland bird hunting.

Raised with a love for the outdoors, Porter enjoys hunting and fishing 🌲🎣 and has a well-known love of hot sauce 🌶️. Whether at work or at home, he values hard work, integrity, and making a meaningful impact in the lives of those around him.

We’re grateful to have Porter as part of the PBG Advisors team. 💚

05/27/2026

🚨💸 Scammers don’t take a break—and their tactics are getting WILD.

From fake IRS texts with QR codes to AI voice calls that sound *way* too real, scammers are stepping up their game in 2026. Even social media “tax hacks” and shady preparers can land you in serious trouble 😬

🛑 Quick rule: If it feels urgent, suspicious, or too good to be true—it probably is.

The IRS “Dirty Dozen” list is packed with the latest scams you need to watch for (and avoid).

👉 Stay smart. Stay protected. Read the full list here: https://pbgadvisors.com/top-tax-scams-2026/

Discover the top tax scams for 2026 from the IRS Dirty Dozen list. Learn how to avoid phishing, identity theft, and tax fraud with tips from PBG Advisors CPA.

05/25/2026

Today, we pause to remember and honor the brave heroes who gave their lives for our freedom. 🇺🇸

Their courage, sacrifice, and selflessness will never be forgotten. As we gather with family and friends this Memorial Day, may we also take a moment to reflect on those who made it all possible.

A reminder that our office will be closed on Monday in observance of Memorial Day. We will reopen at 9:00 AM on Tuesday, May 26th. Our current office hours are Monday–Thursday, 9:00 AM–5:00 PM.

Wishing everyone a safe and meaningful holiday weekend. ❤️🤍💙

05/22/2026

We had the sweetest visitor in the office this week! 💙💛

Hazen stopped by to bring the partners their “Hazen’s my homie with an extra chromie!” shirts, and his excitement seeing everyone matching him was absolutely priceless. 😊

Thank you, Hazen, for sharing your joy and bright smile with us! We are honored to support the Western Slope Step Up for Down Syndrome Walk and celebrate incredible individuals like you.

Moments like these remind us what community is all about. 💙💛

Rocky Mountain Down Syndrome Association Western Slope

05/19/2026

🏡 Thinking about homeownership? Here’s the real cost behind the dream…

The average monthly cost for homeowners with a mortgage has climbed to $2,035—up 26% since 2019. Higher home prices, rising interest rates, insurance premiums, and HOA fees are all playing a role.

But here’s the bigger picture 👇
Owning a home isn’t just about monthly payments—it’s about building equity and long-term value. The longer you own, the more opportunity you have to grow your investment.

💡 Bottom line: Costs are rising, but so is the potential payoff.

Learn what goes into the true cost of owning a home—and why it can still be a smart move: https://pbgadvisors.com/costs-of-owning-a-home/

Learn the true costs of owning a home, including mortgage rates, insurance, and expenses. Insights from PBG Advisors CPA in Grand Junction Colorado.

05/16/2026

📘 Education: Life Changes That Can Impact Your Taxes

Major life events don’t just change your personal life — they can also affect your tax situation in important ways.

Some common life changes that may impact your taxes include:
✔ Getting married or divorced
✔ Having a child
✔ Buying or selling a home
✔ Starting a business
✔ Changing jobs
✔ Retirement
✔ Paying for college
✔ Receiving inheritance or investment income

These changes can affect:
• Filing status
• Tax credits and deductions
• Withholding needs
• Estimated tax payments
• Retirement contributions

Planning ahead can help you avoid surprises and make the most of available tax benefits.

If you’ve experienced a major life change recently, now is a great time to review your tax strategy. We’re here to help guide you through it. 📊