09/09/2026
New Team Members!!! πΎπΎπΎ
If you come by our office, you probably know we love our dogs (especially on Mondays and Fridays!) You may even have met Lucy, or Sonoma (who is up in doggy heaven now). Well, in the last week our team grew by EIGHT paws.... meet Ella (black dog) and Honey (honey colored dog).
Please help us give a big, warm FURRY welvome to Ella and Honey!
09/04/2026
3 reasons you SHOULD make quarterly tax payments:
1. You get hit with penalties if you don't
2. Better for cash flow to budget them
3. Avoids tax time stress & surprises
09/01/2026
π September is here, and so is our latest newsletter! Take a minute to catch up on this month's newsletter for key dates, helpful tips, and ways we're working behind the scenes to make tax season a little less taxing. π
08/28/2026
The Question We Get Every Year...
π Client: "Can I get another extension?"
π©βπΌ Us: "An extension of the extension?"
π Client: "Yeah, just like... a little more time?"
π©βπΌ Us: "That's not how this game works." π
9/15 is coming ya'll!
β
Gather your documents. β
Review your return. β
Beat the deadline.
Your future self (and your wallet) will thank you. πΈ
08/26/2026
2026 Q3 payment is due 9/15- Are you ready??
08/25/2026
Helped a client save $6,000 in penalties this week that came over from a more tradiitonal accounting firm- not proactive, very reactive. They had called the IRS and asked the wrong questions and for the wrong year, to remove the penalty and were told no.
We called and asked the RIGHT questions and had done our research about it ahead of time, and the client can now expect a refund check coming their way soon.
Who you work with and how they do business matters.
08/21/2026
π Ready for kickoff! π
Today we kicked off the season with a little office fun, including our annual Fantasy Football league. Congratulations again to last year's champion, Daniel, who now has a target on his back this season! Even Lucy got into the spirit and represented her team! πΎ
Good luck to everyone's favorite teams this season... and may the fantasy trash talk begin! π
08/21/2026
"Don't Be This Guy"
π¬ Don't be the business owner who remembers September 15 on September 16.
A few minutes spent checking your filing status today could save hundreds or even thousands in penalties later.
08/18/2026
With the entrance of AI, the scammers are getting really good- add to that the fear most people feel when they get IRS notices and caution tends to go out the window. People click things they normally would't click and provide information they usually wouldn't give. (You need my social security number? Sure, why not! Banking info to verify my ID? Of course!).
Just because something looks like it comes from the IRS does not always mean it does. Your accountant should be a resource to you for this. See below straight from the IRS- be careful what you click!
Donβt fall for an impersonating scam urging users to enroll in a bogus "Digital Asset Compliance Portal." Learn more about tax scams at www.irs.gov/scams