Perdue Tax and Accounting

Most tax mistakes don’t happen because people don’t care.

They happen because people:
• Guess
• Assume
• Or rush

Taxes aren’t something you want to “figure out as you go.”

A little clarity upfront saves a lot of problems later.

📲 If you have questions, ask before you file; not after.

⏳ This is the last full week before the April 15 deadline.

If you haven’t filed yet, this is your window to do it without last-minute pressure.

Waiting until next week usually means:
• Limited availability
• Rushed filings
• More stress than necessary

There’s still time; just don’t waste it.

📲 Reach out this week to get it handled.
🔗: www.PERDUETAX.com

What people think tax season is:
👉 “I’ll just throw my documents together and file real quick.”

What it actually is:
👉 Missing forms
👉 Questions you didn’t expect
👉 Details that actually matter

Filing isn’t hard; but doing it correctly takes attention.

Take your time or get help. Either way, do it right.
🔗: www.PERDUETAX.com

Let’s talk about refunds for a second.

A smaller refund doesn’t mean something was done wrong.

Refunds change because:
• Income changed
• Tax credits changed
• Withholdings changed
• Tax laws updated

The goal isn’t to chase a number; it’s to file accurately.

🔗: www.PERDUETAX.com

Before you file this year, ask yourself:

Did anything change in 2025?
• New job
• Had a baby
• Moved
• Got married or divorced
• Started or stopped a side income

Life changes = tax changes.

Make sure your return reflects your current situation; not last year’s.

📲 Not sure what matters? We can walk through it with you.
🔗: www.PERDUETAX.com

Many self-employed workers miss deductions simply because they didn’t track expenses.

Some common ones include:
✔️ Office supplies
✔️ Business software or subscriptions
✔️ Phone or internet used for work
✔️ Equipment purchases
✔️ Mileage for business travel

Keeping good records helps ensure you only pay taxes on what you actually earned.

🔗: www.PERDUETAX.com

Self-employed income isn’t always just a 1099.

Make sure you include:
• Contract work
• Cash payments
• Online sales
• Payment apps like Cash App or PayPal
• Freelance or gig work

Even if you didn’t receive a form, income still needs to be reported.

The goal is accurate filing; not surprises later.

Self-employed this year? Start with this simple checklist before filing your taxes:

✔️ Gather all 1099 forms
✔️ Review your bank deposits for business income
✔️ Collect receipts for business expenses
✔️ Track mileage or travel used for work
✔️ Organize any online payment records (Cash App, PayPal, Venmo)

Getting organized now makes filing easier and helps avoid mistakes later.

If you’re unsure what documents you need, we’re here to help.
🔗: www.PERDUETAX.com

Self-Employed Income Checklist

Remember: You must report all income, even if you didn’t receive a 1099.

That includes:
✔️ Cash payments
✔️ Cash App / PayPal / Venmo payments
✔️ Online sales
✔️ Freelance work
✔️ Contract income

If the money came in, it counts.

The goal is accurate reporting; not surprises later.

Self-Employed Expense Checklist

These are some of the most common business expenses self-employed clients forget to track:

✔️ Business supplies
✔️ Software or subscriptions
✔️ Phone or internet used for work
✔️ Mileage for business travel
✔️ Equipment purchases

Keeping track of these can reduce your taxable income.

Don’t guess! Make sure your deductions are legitimate and documented.

🔗: www.PERDUTAX.com

Self-Employed Tax Season Checklist ✔️

If you worked for yourself in 2024, here are the first things you should gather before filing:

✔️ All 1099 forms you received
✔️ Income from apps (Cash App, Venmo, PayPal, etc.)
✔️ Bank statements for business income
✔️ Records of business expenses
✔️ Mileage or travel records

Getting these together now makes filing much easier.

If you’re unsure what counts as income or expenses, we can walk through it with you.

🔗: www.PERDUETAX.com