Tax Smart Advisors, LLC

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

A financial windfall is usually welcome news. The potential tax consequences that come with it aren't always received th...
10/27/2026

A financial windfall is usually welcome news. The potential tax consequences that come with it aren't always received the same way.

Selling an investment, taking a distribution from a retirement account, or receiving a larger-than-usual bonus gets you thinking about what to do with the extra money. Before you start making big plans, it's helpful to know how much you may need to keep in reserve for taxes.

In our latest blog, we look at what you should consider before putting that money to use (link in comments).

Those apps you downloaded to pay for parking, order dinner, or get into an event served their purpose, and now they've b...
10/22/2026

Those apps you downloaded to pay for parking, order dinner, or get into an event served their purpose, and now they've been sitting idle on your phone for months.

You may be done using them, but that doesn't mean they're done holding onto your personal information. Old accounts can still contain your address, payment details, and other data that could be valuable to identity thieves.

Periodically reviewing what's on your phone gives you a chance to remove ones you no longer use, check their permissions, and close accounts you no longer need. Remember, deleting an app doesn't necessarily delete the account associated with it.

A little digital housekeeping can help reduce your exposure to identity theft.

Think about how much personal and financial information you access online every day. Bank accounts, tax documents, credi...
10/20/2026

Think about how much personal and financial information you access online every day. Bank accounts, tax documents, credit cards, and passwords are all part of our digital lives.

October is Cybersecurity Awareness Month, and strong passwords are only one part of protecting your information. Using unique passwords and enabling multifactor authentication can help secure your accounts. Keeping software updated and being cautious with unexpected requests for personal or financial information are also ways to strengthen your digital security.

We put a lot of effort into protecting our money. The information connected to it should get the same attention.

Retire early? You probably wouldn’t have to ask most people twice. Getting there is where the planning comes in.An earli...
10/15/2026

Retire early? You probably wouldn’t have to ask most people twice. Getting there is where the planning comes in.

An earlier retirement changes the timeline for your money, so the way you save along the way deserves some extra thought.

Maximizing contributions to tax-advantaged retirement accounts, looking at how traditional and Roth accounts fit together, and using catch-up contributions when you’re eligible are a few places to start.

An earlier retirement date calls for earlier tax planning. Let’s chat.

Employee or independent contractor may seem like an easy call when you bring someone on. Then you get into the specifics...
10/13/2026

Employee or independent contractor may seem like an easy call when you bring someone on. Then you get into the specifics of how the work is actually being done.

The IRS looks at things like who decides when and how the work gets done, how the financial side is handled, and what the overall arrangement looks like between the worker and the business.

Choosing the wrong classification can leave your business responsible for employment taxes, penalties, and other unexpected costs.

Adding someone to your team? We can help you work through the tax considerations.

Now that nine months of the year are already in the books, you have a lot more information to work with than you did bac...
10/08/2026

Now that nine months of the year are already in the books, you have a lot more information to work with than you did back at the beginning of the year.

Maybe your income landed somewhere different than expected, your business had a stronger year, or something changed in your personal finances. By October, there’s less guessing and more actual activity to evaluate.

That also gives your tax professional time to review what’s changed, identify potential tax planning opportunities, and talk through your options before the year closes.

There are still three months left in 2026. Let’s make them part of your tax planning. Reach out today.

The tax extension you filed back in April bought you six extra months. Now, there are only days left on the clock.Octobe...
10/06/2026

The tax extension you filed back in April bought you six extra months. Now, there are only days left on the clock.

October 15 is when that extra time runs out. Your 2025 return is still waiting to be filed, and if you still have an unpaid tax balance, you’ll need a plan for that too.

Not every dollar of income comes with a tax form attached.That may be especially noticeable this year. The rules changed...
10/01/2026

Not every dollar of income comes with a tax form attached.

That may be especially noticeable this year. The rules changed for 2026, with the 1099-NEC reporting threshold increasing from $600 to $2,000. You could earn income from a client or customer without receiving a 1099-NEC for it.

You’re still responsible for reporting what you earned. Consider the forms a cross-check, not the complete record of your income.

Technology gives us no shortage of reasons to spend money, with new phones, another subscription, and the latest upgrade...
09/29/2026

Technology gives us no shortage of reasons to spend money, with new phones, another subscription, and the latest upgrades always competing for our dollars.

Luckily, there are ways you can get a little more out of your technology budget:

▪️ Try a fix before replacing a device. A new battery, more storage, or a good cleanup may be all it needs.
▪️ Take another look at your subscriptions. That $14.99 monthly charge may not seem like much until you realize it’s nearly $180 a year.
▪️ Don’t skip software updates. They can fix problems, address security issues, and help keep your devices running reliably.
▪️ Replace technology when it stops doing what you need it to do, not just because a newer model is available.

There will always be something newer available. You still get to choose when it’s time to spend.

A busy week can leave bookkeeping waiting. Then another busy week comes along, and the same thing happens again.Before l...
09/24/2026

A busy week can leave bookkeeping waiting. Then another busy week comes along, and the same thing happens again.

Before long, those few things you meant to catch up on have turned into a much bigger job. Finding the time becomes harder when new transactions keep coming in and the rest of the business still calls for your attention.

Bookkeeping does not have to be another task competing for your time. Our bookkeeping services can help you stay current and keep the work from piling up.

Reach out to learn more.

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

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