Allegiant Tax Services

07/17/2026

If you ever open the mailbox to find a letter from the IRS, take a breath. An IRS notice is not a verdict. It is a starting point, and most notices are resolved with the right response.

Start by reading it carefully. Every notice has a number and explains what the IRS believes and what it is asking for. Compare it against your own records, because sometimes the IRS is missing information and sometimes there is a simple error. Pay attention to the response date, since acting on time keeps your options open and can prevent added penalties or interest.

You are also allowed to have a qualified representative respond for you. As Enrolled Agents, we can communicate with the IRS on your behalf and help you understand your options. If a notice arrives and you are not sure what it means, we are glad to review it with you.

allegianttaxservices.com | 727.312.6999

07/17/2026

Providing a gift of stock can make sense if handled properly. Read more.

Providing a gift of stock (or other property) to a friend or loved one can be a powerful tax planning tool. However, it is not without its complications.

07/16/2026

An IRS notice is not a verdict, it is a letter with a deadline, and the only real mistake is ignoring it.

Got an IRS notice? Do this first. An IRS notice is not a verdict, it is a letter with a number and a deadline. Read it carefully, compare it to your records, and respond before the due date to keep your options open. You are allowed to have a qualified representative respond for you. Save this in case you ever need it.

07/15/2026

Most tax preparers cannot legally represent you before the IRS, but an Enrolled Agent can.

What is an Enrolled Agent? An Enrolled Agent, or EA, holds the highest credential the IRS awards and can represent you before the IRS in audits, collections, and appeals, in any state. Many tax preparers cannot do that. If you ever face an IRS notice, that difference matters. Save this for the day you hope never comes.

07/14/2026

There is an important difference between someone who can prepare your tax return and someone who can represent you before the IRS.

An Enrolled Agent, or EA, holds the highest credential the IRS awards. EAs specialize in federal taxation and are authorized to represent clients before the IRS at every level, including audits, collections, and appeals, in any state. That means if you ever receive a notice or face an audit, you do not have to deal with the IRS on your own.

It also means the relationship is built for the whole year, not just filing season. Planning, problem solving, and representation are all part of what an EA does. At Allegiant Tax Services, our team is made up of Enrolled Agents, and we are here when you need us.

allegianttaxservices.com | 727.312.6999

07/10/2026

A deadline worth putting on the calendar: third quarter estimated taxes for 2026 are due September 15.

If you earn income that does not have taxes withheld, such as self employment, freelance, investment, or small business income, the IRS generally expects you to pay tax in quarterly installments. A common guideline, called the safe harbor rule, is to pay either 90 percent of this year's tax or 100 percent of last year's, which helps you avoid an underpayment penalty. Higher earners may need to pay a little more.

If your income rises and falls through the year, there is also an annualized method that can reduce or remove a penalty. It is worth a conversation before the deadline rather than after. We are glad to help you estimate with confidence.

allegianttaxservices.com | 727.312.6999

07/10/2026

Pass-through entities such as S corporations and certain partnerships offer legal protections and avoid double taxation. Does it make sense for your business?

Given the popularity of this business format, it continues to drive tax policy. Here is what you need to know.

07/09/2026

A tax check in July, not April, is the difference between adjusting your year and scrambling at the end of it.

Mid-year tax planning checklist. Reviewing your taxes in July, not April, gives you time to fix your withholding, catch up on records, and plan around the new tax law. A short mid-year check is one of the easiest ways to avoid a surprise next spring. Save this as your reminder. What is on your list this year?

07/08/2026

If you earn income without a paycheck, missing the September 15 tax deadline can quietly cost you in penalties.

Quarterly estimated taxes are due September 15. If you are self employed, a freelancer, or a small business owner without tax withholding, this federal deadline applies to you. Paying on time helps you avoid underpayment penalties that work like interest. Not sure what to pay? That is worth a conversation before the deadline.

07/07/2026

We are halfway through the year, which makes this the ideal time for a tax checkup, while there is still time to make adjustments.

Five things worth reviewing now: your withholding, especially if your income or family situation changed; your estimated tax payments if you are self employed, with the next deadline on September 15; your records and receipts, which are far easier to keep current than to reconstruct; any life changes such as a marriage, a move, or a new business; and the new deductions created by this year's tax law.

A mid-year review is one of the simplest ways to avoid a surprise next spring. If you would like a second set of eyes on your situation, we help individuals and business owners plan ahead all year.

allegianttaxservices.com | 727.312.6999