Ida's Tax, Accounting & QuickBooks Services

09/07/2026

Clear Vision Creates Clear Results!

There is a profound connection between financial clarity and spiritual peace of mind.

Most conscious entrepreneurs, healers, and natural health pioneers start their businesses to change the world—only to find themselves suffocated by the rigid, stressful, and confusing world of back-end logistics, POS integrations, and accounting systems.

That is where I step in.

With a deep background as an Accounting Manager and Full-Cycle Controller, I bring elite-level technical expertise in navigating complex financial ecosystems, software integrations, and fractional advisory.

I don’t just look at spreadsheets as numbers; I view them as the energetic heartbeat of your mission.

My unique approach marries rigorous financial precision with high emotional intelligence. I understand that money stress is deeply personal.

By acting as your trusted Fractional Advisor, I create a calm, protective, and highly organized space where your financial systems are streamlined, your compliance is bulletproof, and your leadership team feels completely anchored and safe to scale.

06/30/2026

🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳
✅️ Another year of re-certifications done!

01/07/2026

BUSINESS TAX RETURNS

The IRS will begin accepting Business only tax returns on:

JAN 13th, 2026 @ 9AM EST

Other Returns can be filed starting
JAN 18th, 2026:

* Form 1042 (Annual WH-Foreign)
* Form 1120-H (HOAs)
* Form 709 (Gift & Gen Skipping)
* Form 709-NA (Estate-NonRes)
* Form 1041 (Trusts)

No ETA on Individual Taxes yet.

01/01/2026

12/31/2025

😆😆😆😆😆😆😆😆😆😆😆

New Tax Laws 'a Com'in! 😂

Congress Passes Law Banning Women From Leaving House Without Makeup https://theonion.com/congress-passes-law-banning-women-from-leaving-house-without-makeup/

12/31/2025

AZ DOLLAR-FOR-DOLLAR TAX CREDITS:

Arizona offers several dollar-for-dollar state tax credits for 2025 contributions to qualifying organizations, effectively allowing taxpayers to redirect part of their tax liability to support specific causes.

Contributions can generally be made up until April 15, 2026, to qualify for the 2025 tax year.

Key 2025 Arizona tax credits include:

1 Credit Program
2 Single/HoH Max
3 Married Filing Jointly Max
4 Form to File

1 Qualifying Charitable Organizations (QCOs)
2 $495
3 $987
4 AZ Form 321

1 Qualifying Foster Care Charitable Organizations (QFCOs)
2 $618
3 $1,234
4 AZ Form 352

1 Public School Extracurricular Activities
2 $200
3 $400
Form TBD

1 Private School Tuition Organizations (Original)
2 $769
3 $1,535
4 AZ Form 323

1 Private School Tuition Organizations (PLUS/Overflow)
2 $766
3 $1,527
4 AZ Form 348

1 Military Family Relief Fund
2 $200
3 $400
4 Form 340

IMPORTANT CONSIDERATIONS:

Dollar-for-dollar: A tax credit directly reduces your state income tax bill by the full amount of the contribution (up to the maximums), rather than just reducing your taxable income.

No itemizing needed:
You do not need to itemize deductions on your federal return to claim these Arizona state tax credits.

Multiple credits:
You can contribute to and claim multiple different tax credits each year, potentially maximizing your impact.

Contribution deadline:
Contributions for the 2025 tax year can be made between January 1, 2025, and no later than April 15, 2026.

Qualifying organizations:
Donations must be made to a specific organization certified by the state, each with a unique Qualifying Charitable Organization (QCO) code or similar identifier.

The Arizona Department of Revenue provides searchable lists of eligible organizations on their website.

Professional advice:
It is recommended to consult with a tax advisor for advice specific to your situation.

*Most Arizona state tax credits that are non-refundable can be carried forward for up to five succeeding years if you have no tax liability in the current year.
Key Details

*Non-refundable credits can reduce your tax liability to zero, but they cannot generate a refund on their own. If the credit amount exceeds your liability, the unused portion may generally be carried over.

*Most individual donation-based tax credits (e.g., contributions to Qualifying Charitable Organizations, Public Schools, etc.) allow for a five-year carryover period.
Exception: The Arizona Military Family Relief Fund credit does not allow for a carryover; any unused amount is lost.

*Refundable credits (which are few in Arizona) would result in a refund even if you had no tax liability, so carryover provisions typically do not apply in the same way.

12/31/2025

DEC 31st - ONLY 24 HOURS!!

The holidays are a season of giving, helping, and supporting causes that matter to you. But the most meaningful giving happens when it’s thoughtful and intentional, especially as the year comes to a close.


If CHARITABLE GIVING is part of your plan, timing matters. Donations generally need to be made by
** DECEMBER 31 **
to count for this year. That includes cash gifts, donated property, and contributions to donor-advised funds. Taking a little time now to decide where and how you want to give can make a real difference for both the organizations you support and your overall financial plan.

As you spend time with family this season, consider making generosity a shared conversation. Talk about why you give, who you support, and how you choose. Those discussions build perspective, gratitude, and values that last far beyond the holidays.

REMEMBER...
There are certain states that allow a Dollar for Dollar Credit against your State Tax Liability!

Example:
Arizona currently offers the Dollar for Dollar State Tax Credit even if donated between January 1st, 2025 through April 15, 2026!

12/31/2025

2026 TAX SEASON - Individuals

The IRS has not yet announced the official start date for the 2026 tax filing season. However, based on historical patterns, the IRS is expected to begin accepting and processing 2025 tax returns in late January 2026.

The official deadline to file 2025 tax returns and pay any taxes owed is Wednesday, April 15, 2026.

Key Dates to Expect:

Early January 2026:
The IRS Free File program typically opens, allowing eligible taxpayers to begin preparing their returns through partner software companies, which are then held until the official filing season begins.

Late January 2026 (Expected):
The official start of the 2026 tax season when the IRS begins accepting and processing e-filed returns.

February 2, 2026:
The deadline for employers and financial institutions to send out most W-2 and 1099 forms.

April 15, 2026:
The main tax deadline for most individuals to file their 2025 federal income tax return and pay any balance due.

October 15, 2026:
The extended deadline to file if you request an automatic 6-month extension using Form 4868 by April 15, 2026.

Recommendations for Filers:

Gather documents early:
Collect all necessary documents, such as W-2s and 1099s, as soon as they are available.

File electronically and use direct deposit:
This is the fastest way to receive any refund, with most refunds issued within 21 days of acceptance.

Don't wait to file:
Filing early can help protect against tax identity theft and provides more time to address any issues.

12/31/2025

2026 RETIREMENT CHANGES

Effective January 1, 2026, SECURE 2.0 requires any Highly Paid Individual (HPI) to contribute their Catch-up contributions as Roth deferrals.
Who is affected by the Roth Mandate?

Participants in a 401(k), 403(b) or governmental 457(b) plan who:

Are age 50 or older during the calendar year, and
Earned more than $150,000 (indexed for inflation) in F**A wages (Box 3 of Form W-2) in the previous year from an employer sponsoring the plan. These participants are known as Highly Paid Individuals (HPI). Note, if an employee does not have F**A wages (e.g., K-1 income earners) they are not subject to the Roth mandate.
Plans with a Roth provision:

Plans that offer a Roth option must ensure catch-up contributions for participants subject to the Roth mandate are designated as Roth deferrals.
Plans without a Roth provision

There is no requirement to add a qualified Roth feature. However, contributions for catch-up eligible participants subject to the Roth mandate will be limited to the standard IRS contribution limit, with no catch-up contributions permitted.

The Roth catch-up mandate represents a significant change for plan sponsors and participants. Employers should prepare for these changes by:

Ensuring their plans allow Roth contributions if they intend to allow all participants to have the opportunity make up catch-up contributions.
Working with their payroll provider to ensure the payroll provider is ready to monitor the applicable limits and whether they will administer the Roth mandate.
Communicating the Roth mandate to affected Highly Paid Individuals.
Coordinating with the plan’s recordkeeper, and the third-party administrator, if applicable.

Finally, the Roth mandate will require coordination between plan sponsors, recordkeepers, third party administrators (TPAs), and payroll providers. Plan sponsors should work with their payroll provider to ensure catch-up contributions are managed correctly by changing affected participants (HPIs) catch-up contributions to Roth or stopping them, as appropriate.

Annual Limits for 2026:

Maximum Deferral Contribution Limit is $24,500
Catch-up Contribution Limit is $8,000 (age 50 or older are eligible) or $11,250 (ages 60-63)*
*Note, SECURE 2.0 provides an increased Catch-up Contribution limit that applies to employees who attain ages 60, 61, 62 and 63 during 2026. However, this increase is not available for the year the employee turns 64. This higher catch-up limit increased to $11,250 from $8,000.