My Tax Lady, LLC

Supporting children, helping aging parents, and protecting your own retirement can turn you into the family CFO. Here’s how to manage the financial overlap.

When You Become the Family CFO

Mark these important tax deadlines for September 15, 2026:

- Third quarter estimated tax payment due for self employed individuals and business owners who make quarterly estimated tax payments.

- Extended tax return deadline for Partnerships (Form 1065) and S Corporations (Form 1120-S) that filed an extension.

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The good news is that many of these expenses may be tax-deductible, but only if you keep track of them! 🧾 If it’s not documented, it’s much harder to claim at tax time.

Keep your business and personal spending separate, save your receipts, and stay on top of your bookkeeping. 📊 Don’t wait until tax season to try to remember where all your money went!

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Executor Liability for a Decedent’s Unpaid Taxes Supporting children, helping aging parents, and protecting your own retirement can turn you into the family CFO. Here’s how to manage the financial overlap.

We’re almost through Q3 and heading into the final months of 2026, so now is the time to focus on your year end goals and prepare for upcoming deadlines.

This month, take time to:

- Review your August numbers
- Get your books up to date
- Review your year end revenue and profit goals
- Check your cash flow
- Start looking for a bookkeeper and tax accountant now
- Plan for year-end deadlines

What’s one business goal you’re working toward this September?

- Third quarter estimated tax payment due for self employed individuals and business owners who make quarterly estimated tax payments.

- Extended tax return deadline for Partnerships (Form 1065) and S Corporations (Form 1120-S) that filed an extension.

Now is a great time to review your books, make sure your records are up to date, and prepare for the September 15 deadline.

New York City has begun notifying property owners who may be subject to its new pied-à-terre tax. Learn who may be affected and more.

NYC Pied-à-Terre Tax Notices Are Going Out