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Stephanie Mounts EA Virtual Tax Preparation Services tailored to YOU! Let us help you, too!

Our preparers have a combined 30+ years of experience helping individuals and small businesses navigate complicated tax laws and file complete, accurate returns.

Important PSA: Tax season starts BEFORE tax season!  😲Send us a message in our profile or comment to learn more about ou...
11/02/2026

Important PSA: Tax season starts BEFORE tax season! 😲

Send us a message in our profile or comment to learn more about our services.




Hello, November! 🍂With just two months left in the year, here are a few things to focus on:- Catch up on any overdue boo...
11/01/2026

Hello, November! 🍂

With just two months left in the year, here are a few things to focus on:

- Catch up on any overdue bookkeeping.

- Review your income, expenses, and cash flow.

- Follow up on unpaid invoices before the holidays.

- Get your financial records organized for tax season.

There's still time to make progress before year-end!

What's one business goal you're focusing on this November? Share it in the comments!




Happy Halloween!Wishing everyone a day filled with more treats than tricks!What’s scarier: messy books, unpaid invoices,...
10/31/2026

Happy Halloween!

Wishing everyone a day filled with more treats than tricks!

What’s scarier: messy books, unpaid invoices, or tax season?

Tell us below!




Daylight Saving Time ends this Sunday, November 1 at 2:00 AM. Don't forget to turn your clocks back one hour and enjoy a...
10/30/2026

Daylight Saving Time ends this Sunday, November 1 at 2:00 AM.

Don't forget to turn your clocks back one hour and enjoy an extra hour (of sleep!) 😴❤️




Ask your tax professional about:- How much you should be setting aside for taxes- Whether your estimated tax payments ne...
10/27/2026

Ask your tax professional about:

- How much you should be setting aside for taxes
- Whether your estimated tax payments need adjusting
- Deductions and tax credits you may qualify for
- Year-end purchases and expenses
- Retirement contributions
- Changes in your income or business
- Tax planning opportunities before year-end

The best time to talk about tax planning is before the year is over, while there’s still time to make decisions.

Save this post and follow our page for more bookkeeping, financial, tax and smart business tips to help you grow your business.




None of these automatically means your salary is wrong.They’re simply good reasons to review your compensation with your...
10/22/2026

None of these automatically means your salary is wrong.

They’re simply good reasons to review your compensation with your accountant or tax professional before year-end.

Need help with tax planning or preparation?

Send us a message or comment “taxes” below to learn more about our services.




In many cases, a qualifying business loss can reduce taxable income, which may lower your overall tax bill.However, ther...
10/20/2026

In many cases, a qualifying business loss can reduce taxable income, which may lower your overall tax bill.

However, there are rules that can limit how much of a loss you can deduct in the current year. Some losses may instead carry forward to future years.

Talk with a tax professional to understand how the rules apply to your specific business and tax situation.

This is also why accurate bookkeeping matters.

You need to know your real income, expenses, and profit or loss before you can properly plan for taxes.

Need help getting your books accurate and tax-ready?

Send us a message or comment “taxes” below to learn more about our services.




Don’t just run your reports. Take a few minutes to actually review them!Here are the financial reports you should be rev...
10/19/2026

Don’t just run your reports. Take a few minutes to actually review them!

Here are the financial reports you should be reviewing regularly.

Your reports can tell you a lot about your business, but only if your bookkeeping is accurate and up to date.

Need help keeping your reports accurate?

Send us a message or comment "help" below to learn more about our services.




Better money habits don’t start on January 1. They start with a plan. 💡I spent the last year getting my money mindset ba...
10/17/2026

Better money habits don’t start on January 1. They start with a plan. 💡

I spent the last year getting my money mindset back on track - and I used YNAB to keep me accountable and break some bad money habits of my own. (Oh DoorDash & Amazon...) 🫣

🚨 Now I have the opportunity to give away an extended free trial of YNAB! Try it free for 6 weeks and see where your money is really going. Budget, track, and plan ahead so life feels a lot less stressful.

🔗 Start your free trial: https://shorturl.at/63tid

Disclosure: This is a referral link. If you sign up, we both may receive a benefit, at no extra cost to you. (We both get a free month!)
Not interested? No problem! I still ❤ you.

Happy Spreadsheet Day to my fellow nerds!  🤓Today is Spreadsheet Day, so of course we have to celebrate one of our favor...
10/17/2026

Happy Spreadsheet Day to my fellow nerds! 🤓

Today is Spreadsheet Day, so of course we have to celebrate one of our favorite business tools!

And if you own a business, chances are you have at least ONE spreadsheet you couldn’t live without!?

Do you love spreadsheets or do spreadsheets stress you out?




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P. O. Box 1021
Logan, WV
25601

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