Katherine M. Stevenson, CPA PLLC

02/03/2025

It is officially tax season! The office will be open Monday-Friday 9am-5pm.

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01/24/2025

Tax season is just around the corner! Already have all your documents? The office will be open for client drop offs Monday, Wednesday, & Friday from 9am-2pm through January with tax season hours beginning Feb 3rd.

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06/18/2024

Thinking about selling your business? This article by Strauss Troy attorney Austin Stevenson breaks down the key stages and expectations of the selling process once a buyer is in sight.

https://ow.ly/miZs50SkSQT

03/07/2024

I have the sweetest clients and referrals! Thank you Jackson Thomas & Edward Jones for the tax season care package!

02/27/2024

02/08/2024

Still waiting on tax documents and not sure when they will be available? Despite all 1099s being due 1/31, here are the dates certain forms are typically mailed or become available online to taxpayers.

January 31st: W-2, 1099-NEC, 1099-MISC, & 1099-R
February 15th*: Brokerage statements, 1099-B, 1099-INT & 1099-DIV *Unless extension requested by brokerage
May 31st: F. 5498 to reports IRA reportable contributions, rollovers, conversions, & recharacterizations.

As a reminder, the 2023 IRA contribution deadline is April 15, 2024 so make sure to consult your CPA & financial advisor if you should making a contribution before filing your 2023 return.

02/06/2024

Did you partake in sports betting in 2023? Or visit a casino? Do you know how your winnings are taxed and if you can write off your losses? Check out my article on the basic federal treatment of gambling income & losses to learn more!

As online sports betting has gained popularity and is now legal in 48 states, taxpayers are encountering gambling in new ways. Nevertheless, whether you take a weekend trip to Vegas or betting from your home it is important to understand how winnings are taxed and if losses will be deductible.&n

01/02/2024

Tax season hours will run from February through April 15th.
Monday-Friday 9:00am - 5:00pm
*Closed on Federal holidays & limited hours on Holy Days

Summer/ Winter Office Hours:
Tuesday - 10am-2pm for walk-ins, or by appointment
Monday, Wednesday, Thursday - by appointment only

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