Tax Solutions Group

Not to go all Game of Thrones on you... But tax season is coming! 👀

📆 The IRS will officially start accepting returns on late January, but that doesn't mean you should wait til then to worry about your taxes.

W-2s and 1099s will start hitting your mailbox a little later this month, and if you own a business, it's time to finish up your 2025 bookkeeping. 📚

Already know you're going to need tax help this year?

The earlier you let me know, the sooner your return can get filed (and the sooner a refund, if you're getting one, hits your account). 💸

Introducing Our New Identity: Tax Solutions Group
This change represents our ongoing commitment to provide clarity, confidence, and excellence in every service we offer.

We’ve also relocated to a space designed to serve you better:
5310 Harvest Hill Rd, Suite 195, Dallas, TX 75230

Our phone number and email remain the same.

Your trust drives our progress.

If you have an extension for this years taxes, it’s time to file!

DID YOU KNOW: Not *every* charitable donation can be deducted on your tax return?

Here are a few donations that don't count:

→ Donations to an organization that isn’t a qualified charity (like political organizations, country clubs, and homeowners’ associations).

→ The value of your time spent volunteering (or the value of your loss of income while volunteering).

→ For any donations you make where you receive (or expect to receive) a financial benefit from the donation, the value of your expected benefit is not deductible.

→ Contributions made to a specific individual.

When in doubt about whether you can deduct a charitable donation, ask a qualified tax professional!

🚨 If the “IRS” ever asks you to pay your tax bill in gift cards… RUN!

I need you to understand these things about the IRS:

→ They aren't going to DM you on Instagram.
→ They won't ask for your Venmo.
→ They won't threaten to send law enforcement or immigration officers to your home.

In most instances, the IRS will initiate contact via mail! 📮

Need help responding to a legitimate IRS notice? Click the link in my bio to schedule a call!

If you qualify to contribute to a Health Savings Account (HSA), you've unlocked a powerful tax savings tool!

The pros of an HSA?

→ Contributions made through your employer are pre-tax
→ Direct contributions (outside of payroll) are tax-deductible
→ Growth is tax-free
→ Withdrawals are tax-free (when used for qualified medical expenses)

Funds for an HSA can be used without penalty on qualified medical expenses.

What's a qualified medical expense?

Generally, the medical expenses from IRS Publication 502 count, but check with your tax accountant because some expenses are HSA-eligible even if you can't deduct them on your tax return.

Make sure to keep receipts and documentation for all of your HSA usage; the IRS can request this in an audit!

If you noticed these things from your tax accountant this filing season:

→ You didn’t get a review of your tax return before it was filed (and you had questions!).

→ Your accountant doesn’t offer support for IRS or state tax notices.

→ Your return was extended, but you don't know why, and you still haven't received any clear updates.

You deserve an accountant who prioritizes timely communication and who doesn't make you feel like just a number!

At Lemus Business Services, we pride ourselves on providing one-on-one tax support for each of our clients!

Want to experience the Lemus Business Service difference? Click the link in our bio to book a consultation call this month.