Pearson & Virlee, PC

09/04/2026

📝 A little office joy to send you into the long weekend...

Renee's daughter drew up a "dare": challenging her to a full day without computers. Complete with a crossed-out laptop and a sign-up sheet for anyone else who wants in on the challenge (13 signatures and counting)!

We can't promise our team will be logging off entirely this Labor Day weekend, but we love the reminder to step away, unplug, and enjoy some time offline. 💻❌

Wishing you and your family a safe Labor Day weekend from all of us at Pearson & Virlee!

09/03/2026

🎉 Got kids or grandkids born between 2016–2024? Michael & Susan Dell might be putting $250 in their name and it doesn't touch the normal contribution limit on their Trump Account.

Here's the catch: no open account, no $250. And the clock's running, since the gift is capped at the first 25 million kids.

Want to know if your family qualifies? Check your ZIP at investamerica.org/dell and if you have questions about how it affects your taxes or savings plan, give us a call! 📞

09/01/2026

There’s a new tax benefit for charitable giving in 2026. Under the Working Families Tax Cuts, taxpayers who don’t itemize may be able to deduct up to $1,000 in cash contributions to certain qualified organizations, or up to $2,000 for married couples filing jointly. See the new charitable contribution deduction rules and find out what qualifies: https://ow.ly/yGkH50ZyczK

08/25/2026

Q4 just walked in like it owns the place. 🍂 Kids are back in school, football's on, and the holidays are peeking around the corner - which usually means the wallet starts feeling it too.

Before things get busy, take a few minutes to map out your Q4 financial goals. We're talking big-picture dreams AND the next 90 days of holiday budgets, home projects, and emergency fund check-ins.

There's a simple framework to help you break it all down into short-, medium-, and long-term goals (SMART ones, of course 😉). Check out this link for the simple breakdown!

https://www.pearsonvirlee.com/article.php?dcarticleid=2324

Pearson & Virlee, PC is a full service tax and accounting firm - Accountant Mount Vernon IA, Accountant Cedar Rapids IA, CPA Mount Vernon IA, CPA Cedar Rapids IA

08/20/2026

💡 Did you know? Contributing to a retirement account isn't just good for your future - it can also lower your taxable income today!

Traditional IRA and 401(k) contributions are often tax-deductible, meaning you could save for retirement and reduce what you owe at tax time. It's one of the easiest win-win moves out there. 💰📈

Not sure how much you can contribute this year? We're happy to walk through it with you.

08/18/2026

https://www.facebook.com/share/p/1DNJvBxaca/

Don’t fall for an impersonating scam urging users to enroll in a bogus "Digital Asset Compliance Portal." Learn more about tax scams at www.irs.gov/scams

08/13/2026

https://www.facebook.com/share/p/1FLDjh4JZH/

Thanks to the Working Families Tax Cuts, the Child Tax Credit is now worth up to $2,200 per child. If you have little or no federal income tax liability, you may qualify for the Additional Child Tax Credit, up to $1,700 per child depending on income. https://ow.ly/sKPE50YGJuw

08/12/2026

💡 Did you know? If you're self-employed and use part of your home regularly and exclusively for business, you may qualify for the home office deduction - even if it's just a corner of a room!

A lot of folks assume they need a whole separate room to qualify, but that's not the case. Curious if your setup counts? Give us a call - we're always happy to chat it through. 🏡📊

08/06/2026

Do you plan to attend? 🎪🎡

The Iowa State Fair is one week away! 🎡

Selling food, merchandise, or other taxable items at the Fair? Be sure you're ready by reviewing Iowa sales tax requirements before opening day.

Have a fun and successful Fair!

08/04/2026

🎉 Have kids or grandkids under 18? There's a new IRA-style account just for them.

The Working Families Tax Cuts created Trump Accounts: a new type of individual retirement account parents, guardians, and other authorized individuals can open for a child under 18 with a valid Social Security number. Kids born between Jan. 1, 2025 and Dec. 31, 2028 who are U.S. citizens with a valid SSN may also qualify for a $1,000 pilot program contribution.

To get started: sign in to your IRS Individual Online Account (ID.me login) and submit Form 4547.

📌 Want more details? Visit TrumpAccounts.gov or drop us a message - we're happy to help you figure out if this makes sense for your family.

🔗 IRS official info: https://www.irs.gov/trumpaccounts