Organized Accounting & Tax Service

Organized Accounting & Tax Service Organized Accounting and Tax Service was created to service individuals and small businesses who des

Organized Accounting and Tax Service was created to service individuals and small businesses who desire their own β€œpersonal accountant.” Your personal accountant knows the history of your family, business, and life transactions that may or may not affect your personal tax situation. We go above and beyond to personalize our services to your individual needs. With over 14 years of experience and a vast array of clients, no problem or situation is too complicated for us. Our goal is to not only prepare your personal and/or business tax return with competence but also provide you with advice and resources for your everyday financial health.

Selling at a loss to lower your capital gains, then buying that same stock back a week later?Yeah... the IRS is putting ...
10/08/2026

Selling at a loss to lower your capital gains, then buying that same stock back a week later?

Yeah... the IRS is putting the kibosh on that!

That move can trigger the wash-sale rules, and it can delay when you're able to deduct your loss.

A wash sale looks at a 61-day window: 30 days before the sale, the date of the sale, and 30 days after the sale.

And no, buying it back in a different account (or even your spouse's account) isn't hiding a wash sale. No points for creativity here!!

Ready to get fancy with your tax strategy? Love it (just please call me before you do anything!).

You're tired of tax deadlines...I'm tired of tax deadlines...Let's just get through the ones on the next slide, then I'm...
10/07/2026

You're tired of tax deadlines...

I'm tired of tax deadlines...

Let's just get through the ones on the next slide, then I'm officially hibernating until 1099 season. πŸ˜΄πŸ˜‚

October 15th is finally here, and I think we've all earned a little break.

But before we close the books on another busy tax season, let's make sure these upcoming deadlines are on your radar. πŸ“†

Swipe to see what's coming up next!

These are the types of tax questions I loooove getting (and answering!!!) from business owners and self-employed individ...
09/30/2026

These are the types of tax questions I loooove getting (and answering!!!) from business owners and self-employed individuals before year-end! πŸ€“

The earlier we start planning, the more options we have to adjust payments and make impactful money moves to lower your tax bill.

P.S. You can book a tax planning session to get the answers to all these questions (and more!!!) at the link in my bio, or just shoot me an email saying you'd like to talk year-end tax planning! πŸ“§

Want some free tax game? πŸ‘€Here are a few tax planning moves Organized Accounting clients are looking at before year-end ...
09/27/2026

Want some free tax game? πŸ‘€

Here are a few tax planning moves Organized Accounting clients are looking at before year-end ↓

1️⃣ Increasing traditional/pre-tax workplace retirement deferrals (just be aware of annual contribution limits).

2️⃣ Reviewing PTET elections.

3️⃣ Planning charitable giving.

Need help legally lowering your tax bill? Click the link in my bio! πŸ–₯️

Mistakes happen... thankfully, you've got an accountant like me to call them out before the IRS does! 😜
09/24/2026

Mistakes happen... thankfully, you've got an accountant like me to call them out before the IRS does! 😜

One of the top reasons I get told for why someone left their old accountant?Communication. 🫒Taxes are one of the biggest...
09/22/2026

One of the top reasons I get told for why someone left their old accountant?

Communication. 🫒

Taxes are one of the biggest expenses of your life; you shouldn't have to be chasing your accountant down for answers!

At Organized Accounting, my goal is to make sure you feel heard from Day 1.

Before you hire an accountant, myself included, make sure you ask them these questions!P.S. If you ask the one on slide ...
09/20/2026

Before you hire an accountant, myself included, make sure you ask them these questions!

P.S. If you ask the one on slide 5, you're a real one! 🀭

Listen, if I ever quit doing my own taxes, here's exactly what I'd be looking for in a new accountant as someone with in...
09/17/2026

Listen, if I ever quit doing my own taxes, here's exactly what I'd be looking for in a new accountant as someone with incrediblyyyy high standards ↓

β†’ someone with experience in my industry (preferably with referrals from my peers)

β†’ a clear communication policy (I would HATE to feel left in the dark about the status of my return)

β†’ credentials for the level of support I want

β†’ availability outside of tax season + support on IRS/state notices

β†’ services that go deeper than just tax preparation + filing (tell me how to get ~strategic~ with my tax bill)

But for now, the great news is I do alllll that for business owners and self-employed individuals like you! 🫡

Save this post for the day your 8-leg-parlay with your favorite NFL team winning the Super Bowl hits. πŸ’ΎP.S. Tax laws for...
09/14/2026

Save this post for the day your 8-leg-parlay with your favorite NFL team winning the Super Bowl hits. πŸ’Ύ

P.S. Tax laws for 2026 have changed regarding the deductibility of gambling losses!

Follow to stay up-to-date on tax news. πŸ“²

The reason business owners and self-employed individuals hire me for a tax estimate in September? ↓To get an accurate pi...
09/12/2026

The reason business owners and self-employed individuals hire me for a tax estimate in September? ↓

To get an accurate picture of what they can expect to owe in April. πŸ™‚β€β†•οΈ

Basically, you bring me the numbers on slide 2, and I'll tell you what your 2026 tax bill is looking like + what adjustments (if any) are needed to make sure you're not surprised by your tax bill.

Address

511 Ladd Street, Suite C
Dayton, TX
77535

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18008511041

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