Tax Smart Advisors, LLC

Tax Smart Advisors, LLC Tax Smart Advisors, LLC is a highly experienced team of financial professionals specializing in acco

Every budget works a little better with built-in flexibility.Take your grocery bill, for example. Most grocery trips loo...
07/21/2026

Every budget works a little better with built-in flexibility.

Take your grocery bill, for example. Most grocery trips look pretty similar. Once you get a good feel for your shopping habits, it's easier to estimate what you'll spend while still leaving room for the weeks that don't go according to plan.

The same idea applies to the rest of your finances. A budget that leaves room for real life is often easier to stick with and keeps you focused on your goals.

Looking for more ways to stay on top of your finances? We're here to help.

Receiving a Form 1099-K doesn't automatically mean you're on the hook for taxes.It comes down to why you received the mo...
07/16/2026

Receiving a Form 1099-K doesn't automatically mean you're on the hook for taxes.

It comes down to why you received the money.

Payments through Venmo, PayPal, or Cash App to split dinner with friends or reimburse expenses are generally treated differently than payments you receive for selling products or providing services.

The form reports certain payment transactions. It doesn't determine whether the money is taxable.

The best client relationships aren't formed in a single tax season. They develop over years of conversations, questions,...
07/14/2026

The best client relationships aren't formed in a single tax season. They develop over years of conversations, questions, and working through life's changes together.

Thank you, Melissa, for your trust over the years.

Tax savings don't always look like deductions and credits. Sometimes they come in the form of income that isn't taxable ...
07/07/2026

Tax savings don't always look like deductions and credits. Sometimes they come in the form of income that isn't taxable at all.

Depending on your situation, things like certain retirement distributions, HSA earnings, or even a portion of the gain from selling your home may not be subject to federal income tax.

Identifying which of these applies to you puts you in a better position before a tax-saving opportunity passes you by.

Wondering what tax-free income might be available to you? Let's talk.

Relax, recharge, and really enjoy time with family and friends.Happy Fourth of July from all of us at Tax Smart Advisors...
07/03/2026

Relax, recharge, and really enjoy time with family and friends.

Happy Fourth of July from all of us at Tax Smart Advisors!

The road to Social Security doesn't start in your 60s. It starts decades earlier.In your 20s and 30s, focus on building ...
06/30/2026

The road to Social Security doesn't start in your 60s. It starts decades earlier.

In your 20s and 30s, focus on building retirement savings of your own and make sure your earnings are being reported correctly.

In your 40s, keep in mind that your benefit is based on your 35 highest earning years. Each stronger income year can help replace a lower one.

In your 50s, set a target retirement date. It doesn't have to be permanent. Having a target gives you something real to plan around.

In your 60s, decide when it makes the most sense to start taking benefits. Waiting longer can mean a bigger monthly check, though you'll have less time to collect those benefits.

Wherever you are in the timeline, it's never too early or too late to start planning.

Most business owners want to know exactly where their business stands at any given moment without digging through spread...
06/25/2026

Most business owners want to know exactly where their business stands at any given moment without digging through spreadsheets or wondering whether the numbers are accurate.

Good bookkeeping is what makes that possible.

Not just organized records, but reliable information you can use when it's time to make decisions, manage cash flow, plan for growth, or respond to challenges.

The less time you spend sorting through the numbers, the more time you can spend running your business.

Reach out today to learn more about how our bookkeeping services can support your business.

Vacations, day trips, summer camps, dining out, higher utility bills, and weekend activities fill the season this time o...
06/23/2026

Vacations, day trips, summer camps, dining out, higher utility bills, and weekend activities fill the season this time of year, often without much thought to what they're adding up to.

Here are a few ways to keep summer spending from getting ahead of you:

✔️Take a look at your utility costs, especially if they've crept up
✔️ Set a vacation budget before you book, not after
✔️ Hold onto receipts that could matter at tax time
✔️ Sell what you're not using anymore
✔️ Throw a little extra into your emergency fund
✔️ Take a look at recurring charges and subscriptions
✔️ Start setting money aside for fall expenses now

Summer has a way of moving fast, and so does the spending that comes with it.

If those extra seasonal expenses have a way of adding up faster than expected, we're here to help.

Getting a letter from the IRS can be enough to make anyone's stomach drop.If that letter happens to be an audit notice, ...
06/18/2026

Getting a letter from the IRS can be enough to make anyone's stomach drop.

If that letter happens to be an audit notice, your first instinct might be to handle it yourself.

Tax audits come with deadlines, documentation requirements, and rules that can be challenging without experience. Audits are rarely enjoyable, but they go better with a plan and the right person in your corner.

We're here to help.

Today (June 15) is the deadline for second quarter estimated tax payments.For many self-employed individuals and others ...
06/15/2026

Today (June 15) is the deadline for second quarter estimated tax payments.

For many self-employed individuals and others with income not subject to withholding, staying current can help keep you from playing catch up later.

Address

414 S 5th Street
Perkasie, PA
18944

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(610) 443-0509

Website

Alerts

Be the first to know and let us send you an email when Tax Smart Advisors, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Tax Smart Advisors, LLC:

Shortcuts

Share

Category