Johnson & Associates

Johnson & Associates Make sure your books are in order with the help of the accountants from Johnson & Associates Tax Services in Citrus Heights, California.

🛡️ Your Fighter in the IRS Corner
25+ Years | Enrolled Agent
Tax Strategy • Planning • Preparation
Specializing in High-Income Taxpayers
👇 Book Your Consultation With more than 20 years of experience, our team helps small businesses and individuals manage, track, and report their earnings year round. We offer bookkeeping, payroll, and financial planning services as well as financial statement prep

aration, business valuation, and individual and business tax returns. Rather than stress about the upcoming tax season, let our dedicated staff walk you through every step of the process.

Educator Classroom Expense Deduction – Did You Know?Eligible K-12 teachers, instructors, counselors, principals and aide...
09/01/2026

Educator Classroom Expense Deduction – Did You Know?

Eligible K-12 teachers, instructors, counselors, principals and aides who pay for classroom supplies out of pocket may deduct up to $350 of qualifying expenses per year. Married couples filing jointly who are both eligible educators may deduct up to $350 each, for a combined maximum of $700.

You do not need to itemize deductions to claim this deduction. Be sure to keep receipts and other records for any classroom expenses you plan to deduct.

🚨 Missing the tax deadline can cost you MORE than you think…We’re not just talking about stress— Late filing can mean:❌...
08/31/2026

🚨 Missing the tax deadline can cost you MORE than you think…

We’re not just talking about stress—
Late filing can mean:
❌ Penalties that keep adding up
❌ Interest on unpaid taxes
❌ Unnecessary pressure at the last minute

And the worst part? It’s completely avoidable.

The earlier you file, the more control you have—over your money, your time, and your peace of mind.

That’s where we come in.

✔ We handle everything for you
✔ We make sure you file on time
✔ We help you avoid costly mistakes

Don’t wait until it’s too late.

📩 Message us today or book your consultation now and get it done the right way.

Q: Do I need to file taxes if I made under $X?A: It depends—and this is where many people get it wrong.Even if your inco...
08/28/2026

Q: Do I need to file taxes if I made under $X?

A: It depends—and this is where many people get it wrong.

Even if your income is below the threshold, you may STILL need to file… or actually benefit from filing.

Here’s why 👇
✔ You could qualify for a tax refund
✔ You may have tax credits waiting (money back 💰)
✔ Filing helps you avoid future IRS issues

Skipping your tax return without checking first could mean leaving money on the table—or creating problems later.

Don’t assume. Be sure.

📩 DM “CHECK” and we’ll help you find out if you need to file (and if you can get money back).

Major Higher Education Tax Credits Now Require Valid SSN – Did You Know?The American Opportunity Tax Credit (AOTC) and L...
08/24/2026

Major Higher Education Tax Credits Now Require Valid SSN – Did You Know?

The American Opportunity Tax Credit (AOTC) and Lifetime Learning Credit (LLC) help many Americans pay for higher education. For eligible students pursuing a degree or other recognized credential, the AOTC can cover up to $2,500 in tuition, required school fees and certain course materials per year. Meanwhile, the LLC can offset up to $2,000 per tax return for qualified education expenses for eligible students taking higher education courses for a variety of reasons.

Beginning with tax year 2026, the taxpayer claiming either the AOTC or LLC (and spouse, if filing jointly) must have a Social Security number (SSN) valid for work in the United States that was issued before the due date of the tax return, including extensions. If the eligible student is not the person claiming the credit (for example, if the student is that person's dependent or spouse), then the student must also have a valid SSN issued by that deadline. Other qualification requirements, such as income limits, remain in effect. A tax professional can help you determine whether the higher education expenses you pay for yourself, your spouse or a dependent qualify for a tax benefit.

08/24/2026

Yes, you can legally pay LESS in taxes—and most business owners are doing it the wrong way.

The biggest mistake? Thinking taxes are just something you file once a year.

In reality, taxes are all about STRATEGY.

Without a plan, you could be:
❌ Missing valuable deductions
❌ Paying more than you should
❌ Leaving thousands on the table

The truth is—you don’t need loopholes or risky moves.
You just need the right system and guidance.

That’s exactly what we do.

We help you:
✔ Reduce your tax liability legally
✔ Maximize every deduction available
✔ Build a smart, year-round tax strategy

Stop overpaying. Start keeping more of what you earn.

📩 Book your consultation today and take control of your taxes.

I’m excited to share something very meaningful to me—my new book, Saving the Family Land: A Family’s Guide to Preserving...
08/23/2026

I’m excited to share something very meaningful to me—my new book, Saving the Family Land: A Family’s Guide to Preserving Land, Building Unity, and Creating a Legacy That Lasts for Generations.
This book was written for families who own inherited property, farmland, timberland, rural acreage, family homes, or other property they hope to preserve for future generations.

Too often, family land is lost not because people do not care about it, but because there was no clear plan for what would happen from one generation to the next. As ownership passes down, families can face difficult questions involving heirs, probate, taxes, property expenses, decision-making, disagreements among family members, and whether the property should ultimately be kept or sold.
Saving the Family Land is about helping families have those conversations before a crisis occurs.

The book explores issues such as:

• Preserving family land across generations
• Understanding inherited and heirs’ property
• Creating family unity and governance
• Planning for succession
• Protecting the history and meaning connected to the land
• Considering trusts, LLCs, and other ownership structures
• Understanding important tax and financial considerations
• Creating a long-term vision for children, grandchildren, and generations yet to come

This subject is personal to me because family land represents much more than real estate. It represents the sacrifices of the people who came before us and the responsibility we have to those who will come after us.

My hope is that this book encourages families to ask an important question:

What are we doing today to make sure that what previous generations worked to build is still here for the generations that follow us?

If you have family property—or know someone whose family owns land that has been passed down through generations—I encourage you to read the book and share it with others who may benefit from it.

📘 Purchase Saving the Family Land on Amazon:

https://www.amazon.com/Saving-Family-Land-James-Johnson-ebook/dp/B0H9B2DDYW

You can also learn more about my other books available through Amazon by visiting:

🌐 www.johnsonandassociates.us

Thank you to my family, friends, clients, and everyone who has encouraged and supported me along this journey. I hope this book becomes a resource that helps families protect not only their property, but also their history, relationships, and legacy.

Preserve the Past. Protect the Present. Prepare the Future.

Our Roots. Our Responsibility. Our Legacy.

👉 You might be losing money without even realizing it…Every year, thousands of people overpay their taxes—not because th...
08/21/2026

👉 You might be losing money without even realizing it…

Every year, thousands of people overpay their taxes—not because they have to, but because of simple (and avoidable) mistakes.

Here are 3 of the most common 👇
❌ Not tracking deductions properly
❌ Filing late and getting hit with penalties
❌ Choosing the wrong filing status

These small mistakes can cost you HUNDREDS—sometimes THOUSANDS.

The truth is, the IRS won’t correct these for you… but we will.

💡 With the right strategy, you can reduce what you owe and keep more of your income—legally.

Don’t guess your taxes. Do it the right way.

📩 DM “TAX HELP” and let’s make sure you’re not leaving money on the table.

Seasonal Employers - Did You Know?Summer is a peak time for many businesses to hire seasonal employees. In general, the ...
08/18/2026

Seasonal Employers - Did You Know?

Summer is a peak time for many businesses to hire seasonal employees. In general, the same federal tax rules apply to these workers as to permanent staff. Employers typically must withhold federal income tax and F**A (Social Security and Medicare) taxes and pay the employer share of F**A. Employers subject to FUTA must also pay federal unemployment tax on taxable wages.

Seasonal employers often must file Form 941 (Employer's Quarterly Federal Tax Return) for quarters in which they pay wages. However, they generally do not need to file for quarters in which they paid no wages and have no employment tax liability. If this applies, check the "Seasonal Employer" box on every Form 941 you file.

Employment taxes generally must be deposited monthly or semiweekly, based on the applicable lookback period. FUTA follows separate deposit rules and generally must be deposited when accumulated FUTA tax exceeds $500 for a quarter. Federal tax deposits must be made electronically, including through EFTPS.

Expense Deduction Rules for Personal Property Used for Business – Did You Know?Many self-employed people may qualify to ...
08/11/2026

Expense Deduction Rules for Personal Property Used for Business – Did You Know?

Many self-employed people may qualify to reduce their taxable income by deducting business expenses. In general, you must allocate expenses related to mixed-use property based on your "percentage of business use." But how is this percentage calculated?

For many types of equipment, your business use percentage may be based on a reasonable measure such as time or output. For example, if you use your computer for 30 hours a week in your freelance work and 20 hours a week for personal purposes (total of 50 hours), then your business use percentage would generally be 30/50 = 60%. Meanwhile, if you have a printer and print 400 pages for business reasons and 100 pages for personal reasons (500 pages total), then your business use percentage would typically be 400/500 = 80%. Therefore, you could generally allocate 80% of shared costs like ink and paper to business use.

On the other hand, business percentages for vehicles should be based on mileage, not time. So if you drive your car 4,500 miles this year in the course of your self-employment work, and 10,500 miles for all other purposes (total of 15,000 miles), then your business use percentage would be 4,500/15,000 = 30%. Alternatively, if eligible, you may choose to use the standard mileage rate and calculate your vehicle deduction based on your qualifying business miles instead of deducting your share of actual vehicle expenses. Be sure to keep records that support your business use percentage, such as mileage logs, usage records, or other documentation showing how the property was used for business and personal purposes.

New IRS Automatic Exemption from Penalty ProgramBeginning in summer 2026, the IRS is implementing a new system that will...
08/03/2026

New IRS Automatic Exemption from Penalty Program

Beginning in summer 2026, the IRS is implementing a new system that will waive certain failure-to-file, failure-to-pay and failure-to-deposit penalties for eligible taxpayers with a strong compliance history. To qualify for the Automatic Exemption from Penalty (AEP) program, a taxpayer generally must have met all filing and payment deadlines for the previous three years, or 12 consecutive quarters for quarterly filers.

Unlike First Time Abate, eligible taxpayers will not need to request AEP relief. The IRS will apply it automatically and send a notice. For eligible returns due on or after January 1, 2027, AEP will replace First Time Abate, although reasonable-cause relief will remain available.

Not all IRS penalties qualify for automatic relief. For example, information-return penalties and accuracy-related penalties generally will not qualify. AEP applies only to eligible penalties, not to the underlying tax or interest due.

Address

2351 Sunset Boulevard Suite 170/260
Rocklin, CA
95765

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 4pm

Website

Alerts

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

Shortcuts

Share

Category