Tax Pros and More

05/29/2026

Quarterly deadlines can come fast. Staying ahead of key tax dates helps keep your business running smoothly and avoids last-minute stress or penalties.

Our team is here year-round to help with filings, extensions, and planning support whenever you need it. Reach out anytime, and we'll make sure you're covered.

05/29/2026

Underreported income and math errors are key mistakes that can trigger an audit from the IRS. Having your taxes prepared by a professional can significantly reduce this risk.

The IRS is constantly looking for a reason to audit you. There are several red flags that can identify your tax return as one that needs additional attention. Knowing these indicators can help you avoid the unwanted scrutiny.

05/22/2026

There's still time to lower your tax obligation. Here are five great ideas to consider.

Now is a great time to assess your current tax situation and address any lingering tax questions that may improve your tax picture this year. Here are five things to consider.

05/19/2026

For those who hire seasonal staff, this temporary addition to their workforce is often essential to their business operations during the summer. But mistakes with payroll or bookkeeping — like missed hours or incorrect paychecks — can quickly turn extra help into extra headaches.

To help you stay ahead of the rush, swipe for a few payroll and bookkeeping mistakes we’ve seen with seasonal staff, along with simple steps you can take to prevent them.

Please feel free to reach out to schedule a quick review to ensure you’re prepared ahead of the busy season. Give us a call, and we can get something on the books.

05/18/2026

If your books feel a little messy after a busy start to the year, we can help you get caught up, reconciled, and ready for what’s next. We clean up transactions, organize expenses, and deliver clear reports so you can see your cash flow, expenses, and profitability at a glance.

And if you need help with payroll, we can help you make sure your payroll records are accurate, your payroll taxes are filed correctly, and that you remain compliant.

Give us a call, and we can help you spring clean your back office before the busyness of summer takes over.

05/15/2026

The gift tax is one of the most misunderstood provisions in the tax code. Here is what you need to know.

Presenting a gift to a grandchild does not normally have us thinking about the taxes. However, if not careful, the over-generous gift giver could end up with a surprise tax bill and a note from the IRS.

05/15/2026

Important reminder: Second-quarter estimated tax payments are due on June 15th, covering income earned from April 1st through May 31st.

Submitting payments on time can help you avoid interest and penalties while keeping your year-end tax expectations on track.

If you have any questions or would like to confirm your estimated payment amount, feel free to contact our office. We are happy to help.

05/14/2026

Even though 2026’s tax season is well and truly behind us, it could be a good idea to start thinking about next year’s filing season. While this might feel early, scheduling a mid-year tax checkup can help you unlock essential tax-saving options when your company needs them. Waiting until December or tax season limits options and increases stress.

Swipe for a few key ways a mid-year tax check-in can benefit your business.

We are here to help make sure your tax strategy matches your business needs at every step of the way. If you would like to check in mid-year to ensure you are on the right path, do not hesitate to reach out. We are here to help you.

05/13/2026

May is a month of meaningful celebrations, with holidays like Mother’s Day to milestones like graduations, reminding us how quickly the years pass and how the connections we make can shape our lives in unexpected ways. This month, we’re sharing a story that perfectly captures just how small and serendipitous the world can be.

When Megan Lewis was in second grade, she was paired with a high school junior named Suzanne Koziol for a school pen pal assignment. They exchanged letters about favorite foods, hobbies, and future dreams, but, like many childhood projects, the letters were eventually tucked away and forgotten.

Three decades later, Lewis rediscovered those letters in a box of old mementos and looked up her former pen pal, only to realize Koziol was now Dr. Suzanne Koziol Pugh, the physician who delivered her two children. Neither of them knew their connection stretched back to a classroom assignment in the 1990s. As Pugh shared, “It really made us feel like I was meant to take care of her and we were meant to play a role in each other’s lives.”

Read the full story here:
https://www.goodnewsnetwork.org/woman-discovers-childhood-pen-pal-became-doctor-who-delivered-her-2-kids-my-mouth-dropped/

05/12/2026

Life doesn't stay the same — and neither does your tax picture. If something major changed for you this year, it's worth taking a closer look now rather than waiting for tax season to bring the surprise. Swipe to see six common life events that could affect your taxes.

Have questions about how a recent change may affect your taxes? Give us a call. We're happy to help.