Bree Beers & Associates PC

Bree Beers & Associates PC BBA provides tax planning and preparation services for individuals and small businesses.

10/10/2026

Crypto Investors!!! Your Tax Reporting Is Changing.

If you've bought, sold, or traded cryptocurrency, you're going to want to pay attention to the new 1099-DA.

Crypto reporting is becoming more formal, with digital asset transactions moving toward reporting that's more similar to what investors already see with traditional brokerage accounts.

That means keeping good records of your crypto transactions, purchases, and transfers is more important than ever.

🎥 Watch the full video on YouTube: https://youtu.be/spjdTWogX3M

🎃☕ Warning! Bree is a little obsessed with pumpkin spice lattes.So, if you ever hear her explaining something in terms o...
10/08/2026

🎃☕ Warning! Bree is a little obsessed with pumpkin spice lattes.

So, if you ever hear her explaining something in terms of “about 12 pumpkin spice lattes” instead of dollars, hours, or percentages... don't panic. Just go with it. 😂

The PSL-based measurements ARE seasonal. Eventually, they will pass... but it might not be til the peppermint mochas show up. 👀

Did you pick your S-Corp owner salary based on one of the following? 👀“I can afford to pay myself this much.”“This is wh...
10/06/2026

Did you pick your S-Corp owner salary based on one of the following? 👀

“I can afford to pay myself this much.”
“This is what my accountant did last year.”
“I just picked a number.”
“I'll figure it out later.”

Totally understandable, BUT!

Your S-Corp salary is something you should be able to explain and support.

A Reasonable Compensation Analysis gives you documentation showing how your salary was determined using factors such as your role, industry, hours worked, and comparable compensation data.

That's valuable because you're not just choosing a number! You're actually creating a defensible reason for the number you chose in case of an audit.

Good tax planning isn't about crossing your fingers and hoping everything works out.

It's about making informed decisions... and documenting them.

📅 If you own an S-Corp and haven't documented your compensation, let's talk.

💰 Happy Finance Friday!Here's your friendly reminder that your finances deserve more than a once-a-year check-in. Hint: ...
10/02/2026

💰 Happy Finance Friday!

Here's your friendly reminder that your finances deserve more than a once-a-year check-in. Hint: You should check-in at least once a month.

Take 15-30 minutes today to:
✅ Review your bank accounts
✅ Check your business income and expenses
✅ Send any outstanding invoices
✅ Look at your savings goals
✅ Celebrate the progress you've made! (This one is really important!)

Small, consistent check-ins can help you catch issues early, make better decisions, and avoid surprises later.

Your future self will thank you. 💙

How often do you review your finances? Let us know in the comments!

If you guessed B, you're correct!So... why DO S-Corp owner need Reasonable Compensation Analysis? 🤔Great question! Thank...
09/28/2026

If you guessed B, you're correct!

So... why DO S-Corp owner need Reasonable Compensation Analysis? 🤔

Great question! Thanks for asking!

One of the unique things about an S-Corp is that an owner who works in the business generally receives money in two different ways:

💰 Money you take from the business as an owner.
💼 Compensation for the work you perform (aka your salary)

Those two buckets have different tax treatment. The rules aren't designed to tell you exactly what salary to choose. They are designed to make sure owners aren't using an artificially low salary to avoid payroll taxes.

That's why documentation matters.

If you're an S-Corp owner, your salary isn't just a number you picked because it worked for your cash flow. It's part of your tax strategy.

📅 Have questions about your compensation? Book a Discovery Call and let's talk through it.

09/26/2026

Tax Credits Don't Last Forever.

Tax incentives aren't permanent promises. They're policy tools, and when government priorities change, tax incentives can change right along with them.

That's why my advice is to look at your tax strategy alongside your actual financial plan and buying decisions, rather than making a purchase simply because there's a tax credit attached to it.

And remember: policy changes can happen faster than your car payment. 😂

Watch the full video to learn more about the tax changes in the One Big Beautiful Bill Act and what they could mean for your tax planning.

🎥 Full video on YouTube: https://youtu.be/spjdTWogX3M

👉 Knowing your business's value gives you options.A valuation can help you:✔️ Make better business decisions✔️ Prepare f...
09/24/2026

👉 Knowing your business's value gives you options.

A valuation can help you:

✔️ Make better business decisions
✔️ Prepare for financing or investors
✔️ Plan for retirement
✔️ Navigate life's unexpected moments
✔️ Track your growth over time

The sooner you know your number, the more useful it becomes.

📅 Ready to learn what your business is worth? Schedule a Business Valuation Discovery Call:
https://app.acuityscheduling.com/schedule.php?owner=13872673&appointmentType=94967740

🍂 Hello, fall!There's something about this time of year that makes us want to take a breath, reset, and get organized fo...
09/22/2026

🍂 Hello, fall!

There's something about this time of year that makes us want to take a breath, reset, and get organized for what's ahead.

For business owners, fall is also a great time to look beyond the pumpkin spice and start thinking about your financial year-end so you don't scramble over the finish line later! 🎃

So grab your favorite fall beverage and take a look at those numbers! Let's finish the year strong! ☕🍁

09/18/2026

If you are 65 or older, you may qualify for an additional tax deduction.

And yes, even if you turn 65 at the very end of the year, it can still count.

Here is what to know:
There is a potential extra deduction available, but it is based on your income, so it may be reduced if you earn above certain limits.

This is one of those benefits that many people miss simply because they're not aware of the details.

Taking a few minutes to check could make a meaningful difference in your taxes.

👉 Want the full breakdown? Watch the full video here: https://youtu.be/fxFLXUhB2NA

Do you know someone who should look into this?

Address

8400 E Prentice Avenue STE 1500
Greenwood Village, CO
80111

Opening Hours

Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm

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