Shoemaker, CPA, PC

Shoemaker, CPA, PC We prepare various personal and business tax returns. Please see our website for more detailed information.

This includes discussing your needs and explaining related issues and forms so your return is as accurate as possible at reasonable fees .

Reminder: Second quarter estimated taxes are due Monday, June 16th.
06/06/2025

Reminder: Second quarter estimated taxes are due Monday, June 16th.

If you have not already done so, please plan to make your second quarter estimated tax payment. The due date is Monday, June 16th.

The tax code's a maze - full of secret shortcuts and hidden traps. Know where to step, or risk a surprise bill. Here's w...
06/04/2025

The tax code's a maze - full of secret shortcuts and hidden traps. Know where to step, or risk a surprise bill. Here's where many people slip up.

The tax code isn’t just long – it’s tricky. For every deduction or credit that can lower your bill, there’s a sneaky rule waiting to catch you off guard. In this issue, learn about several common tax traps that can surprise anyone. Also in this issue: If you're picking up a s...

A down market means a possible tax savings idea, but not for everyone. Read on.
05/30/2025

A down market means a possible tax savings idea, but not for everyone. Read on.

The turbulent markets create the seeds of an interesting tax planning tip. Not for everyone, but for those thinking ahead, it might make sense.

Always check out a charity before giving. It's a great tax tip and you are rarely sorry you decided to double-check.
05/23/2025

Always check out a charity before giving. It's a great tax tip and you are rarely sorry you decided to double-check.

Often during an audit, what you thought was a qualified deduction to a charitable organization is ruled non-deductable. Here are some hints to make sure your charitable contributions are put to good use, both at the charity and on your tax return.

Getting a tax refund is not all it's cracked up to be. Here are some things to consider.
05/16/2025

Getting a tax refund is not all it's cracked up to be. Here are some things to consider.

For some reason, some believe it is better to receive than give when it comes to filing taxes. While that may help your savings account, it is not always a great idea. Here's why.

Conducting your own review, prior to putting the documents away, can be a great technique... if you ever need them.
05/09/2025

Conducting your own review, prior to putting the documents away, can be a great technique... if you ever need them.

After filing a tax return, most of us are simply relieved another tax year is done. Before moving on to next year, please spend a moment organizing your records. Here are some ideas.

Start planning for a lower 2025 tax bill with a review of four key areas of your financial life. Also review several tip...
05/07/2025

Start planning for a lower 2025 tax bill with a review of four key areas of your financial life. Also review several tips for scoring the best travel deals this summer.

Now that the April 15th tax filing deadline has come and gone, you could wait until January to think about taxes again – but that’s a bit like waiting until the night before a major exam to start studying...you might get through it, but it probably won't yield the best results. If you wa...

Now is the time for taxes AND reviewing your Social Security earnings report.
05/02/2025

Now is the time for taxes AND reviewing your Social Security earnings report.

You are the only one that can confirm the accuracy of your Social Security earnings record. Without timely correction of any errors, you may be short-changing yourself when benefit checks start during your retirement years.

The tax code is filled with age triggers. If you don't know them you could be in for a big surprise!
04/25/2025

The tax code is filled with age triggers. If you don't know them you could be in for a big surprise!

The tax code is filled with age triggers. Some are beneficial, while others can create a tax increase surprise. Outlined here are some of the important age triggers everyone should know.

The ensure you're ready for an audit, tax returns should be kept indefinitely and supporting documents should be kept a ...
04/18/2025

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.

Time to make an estimated quarterly tax payment!
04/11/2025

Time to make an estimated quarterly tax payment!

Reminder: Tax returns AND first quarter estimated taxes are due by Tuesday, April 15th.

Different places to pay and different ways to pay your tax bill. The options are surprising.
04/04/2025

Different places to pay and different ways to pay your tax bill. The options are surprising.

The IRS continues to evolve the alternatives available for you to pay your tax bill. Here is what you need to know.

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931 E Southern Avenue, Suite 103
Mesa, AZ
85204

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