Ultiemily Advisory Services

08/28/2026

📋 Get Ready for Tax Season Before the New Year!

As the end of the year approaches, now is the perfect time to start preparing for tax season. My latest blog walks you through what income you need to report on Form 1040 and provides a practical pre-filing checklist to help make sure you have the documents you need.

Don’t miss an important document or wonder whether you’re ready to file!

📌 Want a personalized checklist?

Schedule a FREE 30-minute consultation with Ultiemily Advisory Services and receive your own pre-tax-season filing checklist tailored to your situation.

👉 Read the blog: Form 1040: What Income to Report & A Practical Pre-Filing Checklist

https://www.ultiemilyadvisoryservices.com/post/form-1040-what-income-to-report-and-a-practical-pre-filing-checklist

Let’s make tax season organized, accurate, and stress-free!

A straightforward guide to organizing your income documents, reporting common tax items, and checking your return before filing.Preparing a Form 1040 is more than entering the numbers from a few tax forms. A complete return starts with gathering the right documents, identifying all sources of income...

08/20/2026

New Series: Get Tax-Season Ready! 📚💰

New series for the rest of the year! 🎉

We’re going to walk through the different items on your tax return and what you should be thinking about throughout the year to help you prepare for tax season in January.

The goal? No last-minute scrambling! 🙌

Throughout this series, we’ll cover tips and reminders to help you stay organized, understand what information you need to keep, and make the tax filing process smoother.

Need help getting organized or want to make sure you’re on our list for the upcoming tax season? Schedule a time with Ultiemily Advisory Services today.

We help navigate the tax filing process so you can cross it off your to-do list earlier. ✅

🌐 www.ultiemilyadvisoryservices.com

08/06/2026

📋 Is Your S-Corporation Staying Compliant?

Electing S-Corporation status can provide valuable tax savings—but those savings come with additional responsibilities. Staying compliant throughout the year can help you avoid penalties, reduce audit risk, and keep your business running smoothly.

07/30/2026

One of the most overlooked year-end tasks for business owners is collecting Form W-9s from vendors before making payments.

Why is a W-9 important?

✅ Confirms the vendor's legal business name and Tax Identification Number (TIN)

✅ Helps determine whether a vendor should receive a 1099 at year-end

✅ Reduces the risk of IRS penalties for missing or incorrect information

✅ Saves time and stress during tax season

Many business owners wait until January to request W-9s, only to find vendors are unresponsive or difficult to track down. The best practice is to obtain a completed W-9 before issuing the first payment.

A simple W-9 collection process can help keep your records organized, ensure compliance with IRS requirements, and make year-end 1099 filing much smoother.

Need help setting up a vendor onboarding process or determining who should receive a 1099? Ultiemily Advisory Services can help.

📞 Schedule a consultation today at www.ultiemilyadvisoryservices.com

Ultiemily Advisory Services is a small tax preparation and bookkeeping services to help serve clients in the Philadelphia region to make personal or business finance east from a trusted face.

07/16/2026

Philadelphia businesses: Have you reviewed your BIRT filings recently?

Recent legislative changes may mean it's time to revisit your Philadelphia tax returns.

Beginning with Tax Year 2025:
✓ The $100,000 BIRT exemption has been eliminated.
✓ The BIRT tax rates have been reduced.
✓ More businesses—including sole proprietors, single-member LLCs, partnerships, and corporations conducting business in Philadelphia—may now be required to file BIRT returns.

A proactive review now could help identify:
• Amended return opportunities
• Estimated tax payment adjustments
• Compliance issues before penalties arise
• Tax planning opportunities for future years

Contact Ultiemily Advisory Services to review your Philadelphia tax filings and determine whether any amendments or planning opportunities may apply to your business.

📩 Visit www.ultiemilyadvisoryservices.com to schedule a free 30-minute consultation.

PICPA Blog Post: https://blog.picpa.org/new-pa.-budget-act-changes-philadelphias-business-income-and-receipts-tax-base?utm_content=382621512&utm_medium=social&utm_source=linkedin&hss_channel=lcp-49788

Pa.'s new budget contains few tax changes, but it has made changes to Philadelphia's BIRT that are retroactive to tax years beginning after Dec. 31, 2024.

07/07/2026

🎉 Exciting news! 🎉

I'm proud to share that I'm now Gusto Payroll Certified!

Whether you're hiring your first employee or looking to simplify your payroll process, Ultiemily Advisory Services is here to help. From payroll processing and tax filings to compliance support, you can feel confident knowing your payroll is handled accurately and on time.

Ready to spend less time on payroll and more time growing your business? Contact Ultiemily Advisory Services today to learn how we can support your business!

07/02/2026

Happy Fourth of July from Ultiemily Advisory Services! 🎆

Today we celebrate the freedoms, opportunities, and entrepreneurial spirit that make our country so special. Whether you're spending the day with family, friends, or taking a well-deserved break, we hope you have a safe and memorable Independence Day.

As you enjoy the holiday, remember that financial freedom starts with a solid plan. From bookkeeping and payroll to tax planning and business advisory services, we're here to help you build a stronger financial future all year long.

🎇 Have a safe and happy Fourth of July!

📞 Ready to take control of your business finances? Visit ultiemilyadvisoryservices.com to learn how we can help your business thrive.

06/29/2026

At the 2026 AICPA Success Skills for Emerging Leaders Conference you get practical, human-centered skills to help you communicate, collaborate, and lead with confidence, along with real-world examples to support your work.
Early bird pricing ends soon! Save $100 when you register by July 17, 2026.
Join me on Aug. 5-6 to connect with professionals and earn up to 12 CPE credits.

https://www.aicpa-cima.com/cpe-learning/conference/success-skills-for-emerging-leaders

06/26/2026

It's hard to believe we're already halfway through the year!

Now is the perfect time to take a step back and evaluate how your business is performing. A mid-year financial review can help you identify opportunities, avoid surprises, and make informed decisions before year-end.

Ask yourself:
📊 Are you meeting your revenue goals?
💰 Is your business as profitable as you expected?
📅 Are your books current and accurate?
🧾 Are you prepared for year-end taxes?
📈 Do you have a plan for the next six months?

Small adjustments today can make a big difference by the end of the year.

If you're unsure where your business stands, Ultiemily Advisory Services is here to help with bookkeeping, tax planning, payroll, and advisory services so you can finish the year with confidence.

📩 Contact us at ultiemilyadvisoryservices.com to schedule your mid-year financial check-in and see how we can make the rest of the year your best yet!

06/18/2026

Book a meeting today it is never too late to start planning your financial future.

www.ultiemilyadvisoryservices.com