Estes & Associates LLC

Estes & Associates LLC Helping clients to be strategic: making the most $$$ and not just partnering with the govt and paying taxes.

taxlady

Providing a gift of stock can make sense if handled properly. Read more.
07/17/2026

Providing a gift of stock can make sense if handled properly. Read more.

Providing a gift of stock (or other property) to a friend or loved one can be a powerful tax planning tool. However, it is not without its complications.

Pass-through entities such as S corporations and certain partnerships offer legal protections and avoid double taxation....
07/10/2026

Pass-through entities such as S corporations and certain partnerships offer legal protections and avoid double taxation. Does it make sense for your business?

Given the popularity of this business format, it continues to drive tax policy. Here is what you need to know.

07/09/2026

Opening Trump Accounts for your children is the BEST thing you can do for their financial future! ๐Ÿ‡บ๐Ÿ‡ธ

๐Ÿ“ˆ Donโ€™t wait: TrumpAccounts.gov

The ensure you're ready for an audit, tax returns should be kept indefinitely and supporting documents should be kept a ...
07/03/2026

The ensure you're ready for an audit, tax returns should be kept indefinitely and supporting documents should be kept a minimum of three years.

After filing your tax return, do not close the book on your taxes until you have set up next year's files, purged unneeded old records, and prepared your records in case of an audit. Here are some tips.

Side hustle income, tax tips, smarter food budgeting, and the growing trend of unplugging from screens. This month's ins...
07/01/2026

Side hustle income, tax tips, smarter food budgeting, and the growing trend of unplugging from screens. This month's insights can help you keep more money and spend more time on what matters.

Many Americans are taking on side hustles and part-time jobs to boost their income. While earning extra money can help pay for vacations or provide a financial cushion for your family, it can also increase your tax bill. In this month's newsletter, learn how additional income may affect your tax sit...

It's not always a good idea to amend a tax return. Do you know how to choose?
06/26/2026

It's not always a good idea to amend a tax return. Do you know how to choose?

Oops! You find an error or omission on last year's tax return. What should you do? Is it always a good idea to file an amended tax return? Here are some things to consider.

While it might feel early to think about 2027โ€™s tax season, taking a moment to check in on your taxes at the mid-point o...
06/19/2026

While it might feel early to think about 2027โ€™s tax season, taking a moment to check in on your taxes at the mid-point of the year can actually be quite helpful. Scheduling a mid-year tax checkup can help your company unlock essential tax-saving options when they are needed, instead of waiting until December or tax season, when options are limited and stress is higher.

Swipe to see how a mid-year tax check-in can be advantageous for your business.

We are here to help make sure your tax strategy matches your business needs every step of the way. If you would like to check in mid-year to ensure you are on the right path, do not hesitate to reach out. We are here to help you.

A beautiful day to play golf!  Wonderful friends and a great cause. Supporting Special Learning Center for all they do.
06/19/2026

A beautiful day to play golf! Wonderful friends and a great cause. Supporting Special Learning Center for all they do.

Looking for tax-free income? Here's a list of the more common types.
06/19/2026

Looking for tax-free income? Here's a list of the more common types.

There's a lot of income the IRS doesn't tax. Here are a few of the more common types.

06/14/2026

Russellville's first ice cream shop, RVille Scoops, is opening today, serving up Central Dairy treats, baked goods and savory snacks.

Address

3401 W. Truman Boulevard Ste #201
Jefferson City, MO
65109

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

Telephone

(573) 761-4100

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