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Eftex Tax Solutions

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United States
Katy, TX
Eftex Tax Solutions

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Competent, Efficient, Customized Service

Eftex Tax Solutions provides tax, bookkeeping, and advisory services to small and medium businesses located west of the Houston metroplex near areas such as Fulshear, Katy, Richmond, and Sugar Land.

10/28/2026

📈 Do you know your investment cost basis?

Your cost basis is used to calculate the gain or loss when an investment is sold. It generally begins with what you paid, including certain purchase costs—but adjustments and special circumstances can make the calculation more complicated.

Before tax season, gather records for:

• Original purchases
• Reinvested dividends
• Stock splits and transfers
• Gifted or inherited investments
• Brokerage changes

Missing basis information could lead to an inaccurate gain or loss calculation.

Need help reviewing the tax impact of an investment sale? Schedule a consultation:
https://calendly.com/eftex-flora/15min

**Eftex Tax Solutions**
*Maximizing Savings. Ensuring Compliance. Empowering Growth.*

10/26/2026

📋 Don’t wait until January to collect vendor W-9s!

A completed Form W-9 provides the vendor information your business may need when determining and preparing required information returns.

Make W-9 collection part of your onboarding process:

• Request the form before work begins
• Check that required fields are complete
• Store it securely
• Review your vendor list before year-end

Collecting the information early can prevent frantic emails and unnecessary delays during January’s filing rush.

Need help preparing your books for year-end reporting? Schedule a consultation:
https://calendly.com/eftex-flora/accounting

**Eftex Tax Solutions**
*Maximizing Savings. Ensuring Compliance. Empowering Growth.*

10/23/2026

🎁 Planning client or business gifts?

The thought may be generous, but the federal tax deduction is generally limited to **$25 per recipient each year**—even when the gift costs more.

Keep records showing:

• The recipient
• The date and amount
• A description of the gift
• The related business purpose

Certain incidental costs, such as shipping or engraving, may be treated separately when they do not add substantial value to the gift. Special rules and exceptions can also apply.

Planning year-end business spending? Schedule a consultation:
https://calendly.com/eftex-flora/accounting

**Eftex Tax Solutions**
*Maximizing Savings. Ensuring Compliance. Empowering Growth.*

10/21/2026

📋 Are overdue customer balances quietly piling up?

Your accounts-receivable aging report shows which invoices are current—and which have remained unpaid for 30, 60, 90, or more days.

Before year-end:

• Confirm that each invoice was delivered
• Follow up on overdue balances
• Address disputes or billing errors
• Document payment arrangements
• Review questionable balances with your bookkeeper

Regular follow-up supports healthier cash flow and keeps your financial reports more accurate.

Need help getting your books year-end ready? Schedule a consultation:
https://calendly.com/eftex-flora/accounting

**Eftex Tax Solutions**
*Maximizing Savings. Ensuring Compliance. Empowering Growth.*

10/19/2026

🏡 Finished a major home improvement? Save the paperwork!

Qualifying improvements—such as an addition, a new roof, or a major kitchen renovation—may increase your home’s adjusted tax basis. That can become important when you eventually sell and calculate your gain.

Keep records such as:

• Contractor invoices and receipts
• Signed contracts and permits
• Proof of payment
• Project descriptions and completion dates

Routine repairs and maintenance are generally treated differently, so keep clear details about the work performed.

Have questions about the tax records for your home? Schedule a consultation:
https://calendly.com/eftex-flora/15min

**Eftex Tax Solutions**
*Maximizing Savings. Ensuring Compliance. Empowering Growth.*

10/16/2026

💙 Today, we’re celebrating Flora!

Her leadership, dedication, and genuine care for every client are at the heart of Eftex Tax Solutions. Flora brings knowledge, integrity, and encouragement to everything she does—empowering our team and helping individuals and business owners move forward with confidence.

Happy National Boss’s Day, Flora! Thank you for leading with purpose and for making Eftex a place where people and their goals truly matter.

**Eftex Tax Solutions**
*Maximizing Savings. Ensuring Compliance. Empowering Growth. *

10/14/2026

⏰ The extended filing deadline is tomorrow.

If you requested an extension for your 2025 individual federal income tax return, the filing deadline is **October 15, 2026**.

Remember: an extension provided additional time to file—not additional time to pay. If you still need to complete your return, now is the time to take action.

Need last-minute filing guidance? Schedule a consultation:
https://calendly.com/eftex-flora/15min

**Eftex Tax Solutions**
*Maximizing Savings. Ensuring Compliance. Empowering Growth.*

10/12/2026

💳 Does your deposit match your sales?

If you accept card or online payments, the amount deposited into your bank account may be less than your actual sales. Processing fees, refunds, and chargebacks may be deducted before the money reaches you.

For example:

• Gross sales: $1,250.00
• Processing fee: $37.50
• Net deposit: $1,212.50

Recording only the deposit could understate both your sales and your processing expenses. Reconcile each payout with the processor’s report so your books capture the full picture.

Need help keeping your business records accurate? Schedule a consultation:
https://calendly.com/eftex-flora/accounting

**Eftex Tax Solutions**
*Maximizing Savings. Ensuring Compliance. Empowering Growth.*

10/09/2026

💳 Personal purchase—or legitimate business expense?

Using your business account does not automatically make a purchase tax-deductible. Personal expenses should be identified and recorded separately—not categorized as business expenses.

To keep your books accurate:

• Use separate business and personal accounts
• Review transactions regularly
• Save documentation for legitimate business purchases
• Ask your accountant how personal withdrawals should be classified for your business structure

Clean separation means more reliable reports and fewer questions at tax time.

Need help keeping your business books tax-ready? Schedule a consultation:
https://calendly.com/eftex-flora/accounting

**Eftex Tax Solutions**
*Maximizing Savings. Ensuring Compliance. Empowering Growth.*

10/07/2026

🔍 How many uncategorized transactions are sitting in your books?

Uncategorized transactions can make your financial reports less accurate and create extra work at year-end.

Take a few minutes to:

• Review each uncategorized transaction
• Match it with the appropriate receipt or record
• Assign it to the correct income or expense category
• Ask your bookkeeper about anything you can’t identify

Cleaning them up now means more reliable reports and fewer surprises when tax season arrives.

Need help getting your books organized and tax-ready? Schedule a consultation:
https://calendly.com/eftex-flora/accounting

**Eftex Tax Solutions**
*Maximizing Savings. Ensuring Compliance. Empowering Growth. *

Address

26717 Westheimer Pkwy, Unit 305
Katy, TX
77494

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

(281) 247-0374

Website

https://eftexllc.com/

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