Jackie O’Management

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Jackie O’Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jackie O’Management, Accountant, 14405 Walters Road Ste 860, Houston, TX.

Jackie O’ Management, a division of The Jackie O’ Group, provides virtual & onsite Accounting, Bookkeeping, Tax, Payroll, QuickBooks, CFO/Controller & Business Advisory services for businesses, nonprofits, and education & early learning organizations.

Educators Have New Options to Deduct 2026 Classroom Expenses – Did You Know?If you work as a K–12 teacher, instructor, c...
10/19/2026

Educators Have New Options to Deduct 2026 Classroom Expenses – Did You Know?

If you work as a K–12 teacher, instructor, counselor, principal or aide for at least 900 hours during the school year at a qualifying school, you may be able to deduct qualifying unreimbursed classroom expenses on your tax return.

For 2026, eligible educators may deduct up to $350 of qualifying expenses as an above-the-line deduction without itemizing, or up to $700 for a married couple filing jointly if both qualify, with a limit of $350 each.

Additionally, a new itemized deduction is available beginning in 2026 for educator expenses, with no separate dollar cap. You must itemize deductions to claim this additional deduction. It is also available to interscholastic sports administrators and coaches who meet the K–12 school and 900-hour requirements, and may cover additional expenses.

Eligible educators may claim both deductions, as long as the expenses used to figure each deduction do not overlap. A tax professional can help you determine whether you qualify and which deduction strategy yields the greatest possible tax savings.

Profit tells the real story. Can you see it?A Profit and Loss Statement shows what your business truly earns and spends....
10/14/2026

Profit tells the real story. Can you see it?

A Profit and Loss Statement shows what your business truly earns and spends. But those numbers can feel like a puzzle.

You’re not alone if it seems confusing. We break it down step by step, so you can spot what matters most.

Ready to read your numbers with confidence? 📊

Check out our guide and take the first step to financial clarity.

From overwhelmed to confidently in control.That shift is what happened for one of our clients after we cleaned up the nu...
10/13/2026

From overwhelmed to confidently in control.

That shift is what happened for one of our clients after we cleaned up the numbers and explained everything step by step. Jacqueline Warren and our team made the process simple, supportive, and clear. 🤍

If your business finances feel stressful, let’s talk. Schedule a consultation with Jackie O’ Management LLC and start feeling confident again.

October 15 Filing Extension DeadlinesTaxpayers who timely requested an extension to file their 2025 federal income tax r...
10/12/2026

October 15 Filing Extension Deadlines

Taxpayers who timely requested an extension to file their 2025 federal income tax returns generally must file by Thursday, October 15, 2026. The same deadline generally applies to calendar-year C corporations that received an extension to file their 2025 corporate returns (Form 1120).

In addition, U.S. persons with a financial interest in or signature authority over foreign financial accounts whose combined value exceeded $10,000 at any time during 2025, and who are required to file a Report of Foreign Bank and Financial Accounts (FBAR), generally must file by October 15, 2026. The FBAR extension is automatic; no extension request is necessary.

Up to $5,120 of the Adoption Tax Credit Is Refundable for 2026 – Did You Know?The Adoption Tax Credit helps eligible fam...
10/05/2026

Up to $5,120 of the Adoption Tax Credit Is Refundable for 2026 – Did You Know?

The Adoption Tax Credit helps eligible families manage qualified costs such as adoption fees, travel, legal services and home studies. In recent years, the credit was nonrefundable: it could reduce a person's federal income tax, but any unused amount generally had to be carried forward.

Under rules that took effect in 2025, part of the credit is now refundable. For tax year 2026, up to $5,120 per eligible child may be refundable, even if the taxpayer owes no federal income tax. Any unused nonrefundable portion may be carried forward for up to five years, but a carryforward cannot become refundable in a later year.

The Adoption Tax Credit is subject to income limits and other restrictions, and the timing of a claim depends on the circumstances of the adoption. A tax professional can help determine whether you qualify and how much credit you may claim.

Enhanced Tax Credit Can Help Cover 2026 Childcare Costs – Did You Know? (2/2)If you pay for care for your child under 13...
10/05/2026

Enhanced Tax Credit Can Help Cover 2026 Childcare Costs – Did You Know? (2/2)

If you pay for care for your child under 13 years of age, or for your spouse or other dependent who requires help with basic self-care, then you may qualify for a federal tax credit. The Child and Dependent Care Tax Credit (CDCTC) can help reduce your federal income tax based on care expenses that you pay in order to work or seek work.

The CDCTC is calculated as a percentage of eligible care expenses. As in the past, the credit is subject to phase-down ranges, meaning that the maximum credit amount may decrease based on a person's adjusted gross income (AGI). However, new rules that took effect this year have significantly increased the maximum credit amount for people with AGIs both below and within the phase-down ranges.

For example, a married couple filing a joint return with an AGI of $75,000-$150,000 may qualify for a credit of up to 35% of eligible care costs, up from 20% in 2025. Meanwhile, a single filer with an AGI of $15,000 or less may be entitled to a credit equaling 50% of qualifying expenses. Above $15,000, the rate gradually declines, reaching 35% once AGI exceeds $43,000. A tax professional can help you determine whether you qualify for the CDCTC, and if so, what percentage you may use to figure your credit amount.

Enhanced Tax Credit Can Help Cover 2026 Care Costs – Did You Know? (1/2)If you pay for care for your qualifying child un...
10/05/2026

Enhanced Tax Credit Can Help Cover 2026 Care Costs – Did You Know? (1/2)

If you pay for care for your qualifying child under age 13, or for your spouse or other qualifying person who is physically or mentally incapable of self-care and lives with you for more than half the year, then you may qualify for a federal tax credit. The Child and Dependent Care Tax Credit (CDCTC) can help cover care expenses you pay in order to work or seek work. Rule changes that took effect this year have made the CDCTC more valuable for many households.

As in past years, you may use up to $3,000 of eligible expenses to figure the credit for one qualifying person, or up to $6,000 for two or more qualifying persons. However, beginning in 2026, the maximum credit rate increased from 35% to 50% of eligible expenses. The applicable percentage declines as adjusted gross income rises, but many households may qualify for a larger credit than under prior law. The increase can be as much as $900 for taxpayers with two or more qualifying persons.

In general, the CDCTC is available for all filing statuses except married filing separately (MFS). However, MFS filers may qualify if they meet special requirements, including filing separately, maintaining a home for a qualifying person for more than half the year, paying more than half the cost of maintaining the home, and not living with their spouse during the last six months of the year. To claim the credit, you must provide information about both the care recipient and care provider on your tax return. A tax professional can help you determine whether you are eligible for the CDCTC, and if so, help you meet the reporting requirements to claim the largest possible credit.

Tax Rules for Scholarships, Grants and Fellowships - Did You Know?Common questions about education expenses relate to wh...
10/05/2026

Tax Rules for Scholarships, Grants and Fellowships - Did You Know?

Common questions about education expenses relate to whether scholarships, fellowships and grants constitute taxable income. These awards are generally tax-exempt when received by a degree candidate at an eligible educational institution and used for qualified education expenses, including tuition, required enrollment fees, and required course-related books, supplies and equipment.

However, taxes may apply to funds used for nonqualified expenses like housing, food, travel and optional equipment. Fellowships that carry a work requirement, such as serving as a teaching assistant, are generally taxable compensation to the extent they represent payment for teaching, research or other required services, subject to limited exceptions.

The educational institution or scholarship provider should provide you with detailed information about the potential taxability of funds. By reviewing that information with you, a tax professional can help you maximize both tax benefits and peace of mind.

DID YOU KNOW? Late September is the perfect time to start your Q4 tax planning.Most small business owners wait until Dec...
10/04/2026

DID YOU KNOW? Late September is the perfect time to start your Q4 tax planning.

Most small business owners wait until December or January to think about year-end taxes. By then, you have lost valuable time to make changes that could save you money. Starting now gives you a full quarter to get it right.

Here is your Q4 Tax Planning Checklist:

• Review Retirement Contributions. Still have room? Every dollar you set aside now can reduce your taxable income for the year.

• Audit Business Expenses. Make sure every deductible expense is logged. Missed deductions mean money left on the table.

• Check Your Entity Structure. Grown since you started? Your business structure may need updating for better tax efficiency.

• Confirm Estimated Payments. Your Q4 estimate should match your actual income to avoid penalties.

• Organize Your Documents. Get records in order now and thank yourself in January.

At Jackie O' Management, we have been helping Houston small business owners plan with confidence for over 15 years. We do not just file your taxes. We educate, guide, and walk alongside your journey.

Ready to get your Q4 on track? Contact us at jackieomanagement.com to schedule your free consultation.

Address

14405 Walters Road Ste 860
Houston, TX
77014

Telephone

+17578924274

Website

, ren-6863a956

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