Motley’s Bookkeeping and Tax Service

Motley’s Bookkeeping and Tax Service Business Bookkeeping & Tax Prep Expert. I can ensure your financials are up to date & taxes are filed

05/21/2026

I told my sister he was playing the flute 🪈 😂🫣. Taim said no ma’am, I’m playing the saxophone 🎷. I’m so looking forward to this next chapter with TAIM 🤩😍😇.

05/21/2026

TAIM TAIM TAIM .. loveeee everything about this kid!!

05/05/2026

👩🏾‍💻✨Many returns are filed with missed deductions, overlooked credits, or incorrectly reported stock cost basis… and that can cost you thousands.

👩🏾‍💻✨An amended return isn’t a red flag, it’s a smart financial move when done correctly.

👩🏾‍💻✨At Motley’s Bookkeeping & Tax Service, we take a second look, with intention and precision.

👩🏾‍💻✨Don’t settle for “filed.” Make sure it was done right.

📲 Ready for a professional review?
Send me a message or upload your documents through TaxesToGo to get started. 858-285-9899

📣 Friendly Reminder from Motley’s Bookkeeping & Tax ServiceApril 15, 2026 is the IRS deadline to file your 1040 individu...
04/14/2026

📣 Friendly Reminder from Motley’s Bookkeeping & Tax Service

April 15, 2026 is the IRS deadline to file your 1040 individual tax return.

If your documents aren’t ready yet, you must file an extension before the deadline.

Accuracy. Strategy. Compliance.
That’s what we do. 👩🏾‍💻💸 $25 for me to electronically file form 4868 for you.

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04/01/2026

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03/28/2026

The end of Tax season is approaching. All the people that made a lot of money, pull a chair 🪑 up.

👩🏾‍💻I specialize in working with high-income and clients with more tax situations, so many of clients specifically seek me out for that level of Tax and detailed Tax .

I truly pour into every client’s customized financial situation, giving my absolute best tax advisory. It took me years of education, experience, and dedication to get to this level, and I take great pride in providing thoughtful, accurate, and strategic tax preparation, providing you with thousands of dollars in tax refunds or tens of thousands of dollars in lowering your tax liability.

The people are searching for me in the day ☀️ time with a flash light 🔦 to either save big money or to get big money 📲 858-285-9899 👩🏾‍💻

I’m fair and always willing to work with you 🧮📚💸💰🔌💡 0️⃣4️⃣-1️⃣5️⃣-2️⃣0️⃣2️⃣6️⃣ Tax Deadline, Taxes Due 🚨

03/02/2026

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02/27/2026

I am always accepting new clients and would be happy to assist you.

I specialize in complex tax returns, including small , self-employment income, properties, detailed line-by-line deductions, tax matters, and individual W-2 filings. I produce solid bookkeeping to back up my tax returns!

I work through each return thoroughly to ensure accuracy, compliance, and the most beneficial outcome possible. And that’s just the beginning, every tax situation is unique, and I’m equipped to handle a wide range of circumstances. 👩🏾‍💻📞📲🛜🗂️🗄️🗃️📊🧾

If you need assistance, please don’t hesitate to reach out. I’m here when you’re ready.

👩🏾‍💻 Tax Safety Tip 🛑Always work with a , , , or when completing your tax return.These professionals are properly c...
01/31/2026

👩🏾‍💻 Tax Safety Tip 🛑
Always work with a , , , or when completing your tax return.

These professionals are properly credentialed, bound by ethical standards, and authorized to represent you before the IRS if issues arise. Working with unlicensed preparers can put your refund, personal information, and financial future at risk.

Protect yourself. . File smart. 🔗 in bio

01/30/2026

This is why wealthy people do not “take profits.”

They borrow.

The headline is dramatic, but the mechanism is real.

Under current law, if you sell appreciated stock, you trigger capital gains tax.

If you do not sell, you can potentially borrow against the portfolio for liquidity instead.

Loans are not income, so there is no capital gains tax at the moment you borrow.

Then, if you die still holding the asset, your heirs may get a step up in basis to fair market value, which can erase the capital gain that existed during your lifetime.

That is the play people call “buy, borrow, die.”

It is not magic.

It is leverage, interest costs, risk, and a tax code that rewards holding assets.

Also, a trust is not the secret sauce here.

The step up is generally a death benefit, not a “trust hack.”

And if your estate is big enough, estate tax planning becomes the real chess match.

Address

Magnolia, TX

Telephone

+18582859899

Website

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