SMEED CPA, Inc

09/04/2026

FRIDAY FIELD NOTE 📓

A home care agency owner came to us mid-year. Profitable, growing, three locations, and a tax bill that had gotten uncomfortable enough that she'd started dreading the mail.

Her books were fine. Her preparer was fine. Nothing was broken.

What was missing was that nobody had ever looked FORWARD. Every conversation she'd had with a CPA started with a number that was already final.

We spent two hours on planning. Not filing — planning. Entity structure, how she was paying herself, the vehicles, the leasehold improvements at the newest location, the timing on equipment she was already going to buy anyway.

Nothing exotic. Nothing aggressive. Just decisions made in the right order, in the right year, and documented properly.

Her words afterward, and we're quoting: "I've been paying for the wrong thing for six years."

Here's the part we want you to sit with — she didn't need a better preparer. She needed the conversation to happen while the year was still open.

It's September. Your year is still open.

30 minutes, no pitch → https://go.oncehub.com/Michael_VirtualMeet

09/03/2026

Twelve days out. Marking your calendar now so nothing lands on you sideways.

SEPTEMBER 15, 2026 is a hard date for three groups:

▸ Anyone making quarterly estimated payments — Q3 is due.
▸ Calendar-year PARTNERSHIPS that extended their 2025 Form 1065.
▸ Calendar-year S-CORPORATIONS that extended their 2025 Form 1120-S.

Two more worth knowing:
▸ September 30 — extended trust and estate returns (Form 1041).
▸ October 15 — extended individual (1040) and C-corp (1120) returns.

The one that costs people money: an extension to FILE was never an extension to PAY. If there's a 2025 balance still sitting out there, interest and the late-payment penalty have been running since April. Filing on time stops one clock. Paying stops the other.

If you're a SMEED client, you've already heard from your team. If anything on your side changed since we last talked — a new property, a big purchase, a partner change, a distribution you weren't planning on — tell us before the 15th, not after.

Upload here: https://app.taxdome.com/login

Log in to TaxDome, the most powerful platform to manage teams, clients, projects.

09/01/2026

If you've never been shown a written plan — only a finished return — that's your answer.

Link in bio to book a planning consult. No pitch, just a look at your situation.

08/19/2026

"Most CPAs are excellent historians."

That's our Managing Partner, Michael Uadiale, in a new CEO Weekly feature — and it's the sharpest description of this industry we've read all year.

Michael Uadiale of SMEED CPA explains why tax planning matters more than tax preparation for business owners seeking to minimize taxes legally.

07/13/2026

⏰ Only 2 days to go!

Join us for The Mid-Year Tax Reset and discover strategies that could help you legally reduce your tax bill by up to 50% before December 31.

📅 Wednesday, July 15, 2026
🕣 8:30 PM ET | 5:30 PM PT
🎤 Presented by Janet Haro, Tax Manager
💻 Live on Zoom https://us06web.zoom.us/webinar/register/WN_iBV84X2mT4KqNxBQkA8gFw #/

Don’t wait until tax season to start planning—secure your spot and join us!

07/01/2026

“Is it legal? Is it ethical?” I believe every strategy should pass three tests: legal, ethical, and moral. Build wealth without compromising your integrity.

06/30/2026

Had a powerful realization on the latest Entrepreneur Conundrum episode: by leveraging legal, ethical, and moral tax strategies, clients can reach financial freedom up to seven years faster. Imagine unlocking cash flow that’s been stuck in “tax jail” for 13–18 years! It’s about working smarter, not harder—so every 8-hour day of productivity isn’t diluted by 2 hours 36 minutes of tax drag.

06/05/2026

Overpaying the IRS isn’t a patriotic donation—it’s a missed opportunity. We regularly uncover five- to six-figure refunds for clients simply by realigning their tax strategy.

06/01/2026

One of the most common challenges I see as a CPA? Entrepreneurs and investors not aligning with a tax advisor who truly understands their income streams. On The Rise Podcast, Jeremy Dyer and I discussed why matching expertise to your business or investment vehicle is non-negotiable.

05/30/2026

What if I told you that a clear, tailored tax roadmap could be your fastest route to independence? That’s exactly what we unpacked On The Rise Podcast with Jeremy Dyer. Moving from reactionary filings to strategic planning changes the game.