Taxes by Daisy

Tax Strategist • IRS Tax Practioner • I help small businesses stay compliant, grow and maximize profits! Contact me for a free consultation @ 407-960-3652.

07/22/2026

Got an IRS letter? Take a deep breath first. 📬✨

Seeing an IRS notice in the mail can feel stressful, but it does not always mean something is wrong. Sometimes it is a simple request for information, identity verification, a payment reminder, or an account update.

The most important thing? Do not ignore it. Open the letter, review the deadline, keep a copy for your records, and gather any related tax documents.

If you are unsure what the notice means or how to respond, you do not have to figure it out alone. Our team can help review the letter, explain what it says, and guide you through the next steps with clarity.

Received an IRS letter? Send us a copy and let’s handle it together.

📲 407-960-3652

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🌐 CohnLopez.com

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07/20/2026

Can you do your own bookkeeping? Technically, yes. Should you do it forever? That depends. 👀📊

Bookkeeping is one of the first financial systems every business owner needs to get right. In the beginning, tracking income and expenses may feel manageable, but as your business grows, so do the details — payroll, receipts, loans, owner contributions, tax deadlines, and all the little transactions that can add up quickly.

Clean books are more than “just keeping records.” They help you make smarter business decisions, avoid messy tax season surprises, and understand what is really happening with your numbers.

Swipe through for a few things to consider before deciding whether DIY bookkeeping still makes sense for your business. ➡️

Need help setting up your books, organizing your records, or keeping your accounting on track? We’re here to help you build a cleaner system before it gets complicated.

📲 407-960-3652

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Follow for more tax + bookkeeping tips: +
🌐 CohnLopez.com
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07/17/2026

Paycheck check-in time 💸✨

Not sure if the right amount is being withheld from your paycheck? A quick review now can help you avoid surprises later — whether that means a tax bill you weren’t expecting or a refund that didn’t quite line up with your goals.

Swipe through for a simple breakdown of what tax withholding means, when to review it, and when it may be time to make changes. 📌

Life changes like a new job, marriage, divorce, side income, retirement, or even a larger-than-expected refund last year can all be signs that it’s time for a withholding checkup.

The good news? Small adjustments now can make tax season feel a whole lot smoother later.

Need help reviewing your withholding or figuring out your next step? We’re here to help you stay ahead.

📲 407-960-3652
🌐 CohnLopez.com
Follow for more tax tips: +

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07/15/2026

Rent or buy? Let’s talk taxes 🏡✨

Your monthly payment is only one piece of the picture. When comparing renting versus owning, your tax situation can also play a role — especially when it comes to things like mortgage interest, property taxes, itemized deductions, and potential capital gains rules down the road.

Here’s the catch: homeownership does not automatically mean a bigger tax break. The real answer depends on your income, filing status, loan details, housing costs, and whether itemizing actually benefits you.

Swipe through for a quick breakdown of what to keep in mind before making your next housing move. ➡️

Thinking about renting, buying, selling, or planning ahead for next tax season? Let’s make sure your housing decisions fit into your bigger tax picture.

📲 407-960-3652
🌐 CohnLopez.com
Follow for more tax tips: +

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07/13/2026

Charitable giving is one of those things that feels simple… until the tax rules, deadlines, and thresholds start changing. 🤔

With several charitable giving updates taking effect in ✨2026✨, now is a smart time to start looking ahead — especially before the year gets busy and giving decisions become last-minute. 📌

Your generosity may stay the same, but when and how you give can make a difference in your overall tax strategy. Swipe through for a few key charitable giving updates to keep on your radar as you plan ahead. ➡️

Thinking about year-end giving or preparing for 2026? Let’s review your strategy before the holiday rush.

📲 407-960-3652
🌐 CohnLopez.com

Follow for more tax tips: +

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07/10/2026

Tax terms, defined ✨

Deductions and credits can both help reduce your tax bill, but they do not work the same way.

A deduction lowers the amount of income being taxed. A credit lowers the tax itself. That difference can matter when you’re trying to understand your return, plan ahead, or make smarter financial decisions throughout the year.

Save this post for tax season and follow for more simple tax tips, planning reminders, and small business guidance.

📍 CohnLopez.com
📞 (407) 960-3652

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07/08/2026

Crypto taxes do not have to feel so confusing. 📈💻

The starting point is simple: for tax purposes, the IRS generally treats cryptocurrency as property, not cash. That means certain crypto activity may need to be reported, including selling, trading, spending, mining, staking, or receiving digital assets as payment.

A few details can make a big difference, especially when it comes to:

✅ Cost basis
✅ Wallet activity
✅ Exchange statements
✅ Transaction history
✅ Gains, losses, mining, and staking income

Whether you had a few crypto transactions or a more complex digital asset portfolio, keeping clear records now can help make tax season much easier later.

Swipe through for a simple breakdown of what to know. 👉

Questions about your crypto taxes? Our team can help you review your activity, organize your records, and understand your next steps before filing.

📞 407.960.3652
💻 CohnLopez.com

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07/06/2026

Summer side gig? Extra income is great… but don’t let taxes sneak up on you. ☀️💸

If you picked up freelance work, contract jobs, reselling, delivery driving, babysitting, tutoring, or another side hustle this summer, take a quick look at how you’re being paid.

Here’s why it matters: many gig workers and independent contractors do not have taxes automatically withheld from their pay. That means you may need to set money aside or make quarterly estimated tax payments so you are not surprised later. 📌

A simple way to check where you stand:

✅ W-2 employee: Your pay stub usually shows federal income tax, Social Security, and Medicare being withheld.
✅ 1099 contractor: You may receive your full pay with little to no taxes taken out, which means you are responsible for planning ahead.

A quick pay stub check now can save you a lot of stress when tax season rolls around.

Not sure what applies to you? We’re here to help you understand your options and create a simple plan that works for you. ✨

📞 407.960.3652
💻 www.CohnLopez.com

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07/04/2026

Cue the fireworks, fire up the grill, and someone please check the candle situation. 🎂✨

America is celebrating 250 years, which means this birthday cake might need a little extra supervision. 🇺🇸

However you’re celebrating the Fourth of July, we hope your holiday is filled with good food, great company, and a sky full of fireworks.

Wishing you and your family a safe, fun, and happy Fourth of July! ❤️🤍💙

📞 407.960.3652
💻 www.CohnLopez.com

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07/02/2026

A summer move can feel like a fresh start — new home, new routine, and new responsibilities. 🏡

But when tax season comes around, that move can also create a few important details to keep track of.

Address changes, state withholding, part-year residency, moving dates, and saved records can all make a difference when it is time to file.

If you moved this summer, now is a good time to make sure everything is updated and organized before tax season arrives.

Swipe through for a few key areas to keep in mind after a move.

Have questions about how your move may affect your taxes? Give us a call today — we would be glad to help you review your situation and avoid any surprises next year.

📞 407.960.3652
💻 www.CohnLopez.com

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Address

2431 Aloma Avenue/#100
Winter Park, FL
32792

Telephone

+14072581302

Website

http://www.CohnLopez.com/, https://linktr.ee/Taxesbydaisy

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