Later CPA & Associates, PLLC

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Later CPA & Associates, PLLC No annoying tax professional lingo. Just straight, authoritative, and friendly advice. Later CPA and Associates, PLLC was started in 2024 by Daniel Later.

He saw a need to provide tax strategy and advice to small and medium sized businesses. At Later CPA we value communication, relationship, and integrity with our clients, and strive to gain and retain clients with a high level of reliability. Services provided range from individual and business tax return preparation, to bookkeeping, to strategy and planning and other high-value services. Our team proactively advises clients on tax law changes that will impact them. Let us know how we can help you.

10/21/2026

📢 Year-End Timing Strategies: Make Your Tax Decisions Count! 📅💰

As the year comes to a close, the timing of your financial decisions can make a difference in your tax situation. But are you making those decisions strategically?

For therapists and private practice owners, knowing when to receive income, pay business expenses, contribute to retirement accounts, or adjust payroll can affect your year-end tax picture.

This week, we're breaking down key year-end timing strategies and what to consider before December 31.

Join us live as we cover:
✅ How timing your income may affect your taxable income
✅ When paying business expenses before year-end makes sense
✅ Retirement contribution opportunities and important deadlines
✅ Payroll adjustments to review before the year ends
✅ How tax projections can help you identify opportunities and avoid surprises

The goal isn't simply to reduce this year's tax bill. It's to make thoughtful financial decisions that support your practice today and position you for the year ahead.

📅 October 23
⏰ 12:00 PM MT
📍 Live on Facebook, Instagram & YouTube

Have questions about year-end tax planning, business expenses, or retirement contributions? Bring them to the live!

10/20/2026

📢 Tax It Easy: How Much Should You Set Aside for Taxes? 💰

Running your own private practice means managing your income AND planning for taxes. But how much should you actually be saving?

If you're just starting out, the 30% rule can be a helpful starting point. However, your ideal tax savings amount depends on your unique financial situation.

In this video, we'll cover:
✅ Why setting aside 30% of your income can be a good starting point
✅ How to keep your tax savings separate from business funds
✅ Why the 30% rule isn't a long-term solution
✅ How annual income projections help you estimate taxes more accurately
✅ When to work with a tax professional to adjust your strategy

The goal isn't just to save for taxes. It's to set aside the right amount so you're better prepared when payments are due.

🎥 Watch the video and let us know your tax questions in the comments!

10/19/2026

When your favorite dependent is also your favorite tax benefit. 😂❤️

Don't worry, we love them for more than just the deductions.

10/16/2026

📢 Charitable Planning That Actually Changes the Tax Result 🎥

Many therapists and private practice owners give back to causes they care about, whether it's mental health organizations, local charities, churches, or community programs.

But did you know that two people can donate the same amount and receive very different tax benefits?

With new charitable deduction rules taking effect in 2026, understanding when to give, what to donate, and how charitable contributions fit into your overall tax strategy can make a difference.

In this session, we'll cover:
✅ How charitable deductions work and what they actually save you in taxes
✅ New 2026 charitable giving rules for taxpayers who itemize or take the standard deduction
✅ How bunching multiple years of donations may help maximize deductions
✅ The potential tax advantages of donating appreciated stocks instead of cash
✅ How donor-advised funds work for long-term charitable planning
✅ Common charitable giving mistakes that could cost you valuable deductions

Charitable giving should always start with supporting causes that matter to you. With the right planning, you may also be able to make better use of the available tax benefits.

This is especially helpful for therapists, private practice owners, and small business owners who want to give back while making informed financial and tax decisions.

🎥 Watch the replay: https://youtube.com/live/kPapK_Qyg-0?feature=share

Got questions about charitable giving, deductions, or tax planning for your practice?

Drop them in the comments or send us a DM!

10/16/2026

Many therapists and private practice owners give back to causes they care about, whether it's mental health organizations, local charities, churches, or community programs.

But did you know that two people can donate the same amount and receive very different tax benefits?

In this session, we'll cover:
How charitable deductions work and what they actually save you in taxes
New 2026 charitable giving rules for taxpayers who itemize or take the standard deduction
How bunching multiple years of donations may help maximize deductions

This is especially helpful for therapists, private practice owners, and small business owners who want to give back while making informed financial and tax decisions.

Got questions about charitable giving, deductions, or tax planning for your practice?

Drop them in the comments!

📢 Are You Tracking Your Business Miles? 🚗📍For 2026, there's an extra detail business owners need to know: the IRS busine...
10/15/2026

📢 Are You Tracking Your Business Miles? 🚗📍

For 2026, there's an extra detail business owners need to know: the IRS business mileage rate changed midyear.

It's 72.5¢ per mile for January through June and 76¢ per mile for July through December.
But the rate is only part of the equation. You still need to establish that the driving was business-related and maintain adequate records.

10/14/2026

📢 Charitable Planning That Actually Changes the Tax Result 💰❤️

Giving to a cause you care about can make a meaningful difference. But did you know that how and when you make charitable contributions can also affect your taxes?

For therapists and private practice owners, charitable giving isn't always as simple as making a donation and claiming a deduction. The timing, type of contribution, and your overall tax situation can all influence the potential tax benefits.

This week, we're breaking down charitable giving strategies and what to consider when incorporating them into your tax planning.

Join us live as we cover:

✅ Why not every charitable contribution results in the same tax benefit
✅ How bunching donations into one tax year may affect your deductions
✅ What donor-advised funds are and how they work
✅ Why donating appreciated assets may offer advantages over donating cash
✅ How to align charitable giving with your broader tax strategy

The goal isn't to give more just to get a deduction. It's to make your charitable contributions count for the causes you support while understanding the potential tax implications.

📅 October 16
⏰ 12:00 PM MT
📍 Live on Facebook, Instagram & YouTube

Have questions about charitable donations, deductions, or tax planning? Bring them to the live!

10/13/2026

💻 TAX IT EASY: Is Trading Services Taxable?

Trading services instead of exchanging money? The IRS may still consider that taxable income!

Here's what you should know about bartering:
✅ Trading services can be a legitimate way of doing business
✅ The IRS generally considers the fair market value of services received as taxable income
✅ You may owe taxes even if no money changes hands
✅ Keeping records of the value of services exchanged is important
✅ For therapists, professional ethics should also be considered before entering into a barter arrangement

Bottom line? Just because you didn't get paid in cash doesn't mean the transaction is tax-free. If you're exchanging services, make sure you're tracking their value and reporting the income properly.

Just when you think you’ve finally caught up with the latest tax rules… here comes another update. 😂👍Tax laws really do ...
10/12/2026

Just when you think you’ve finally caught up with the latest tax rules… here comes another update. 😂👍

Tax laws really do have a way of keeping us CPAs on our toes!

But for therapists and private practice owners, these changes can affect everything from business deductions to tax planning opportunities.

That’s why staying informed matters. What worked for your practice last year may not necessarily be the best approach this year.

The good news? Keeping up with the tax laws is our job, so you can focus on yours.

🌿 Honoring Indigenous Peoples' DayToday, we recognize and celebrate the rich histories, cultures, traditions, and contri...
10/12/2026

🌿 Honoring Indigenous Peoples' Day

Today, we recognize and celebrate the rich histories, cultures, traditions, and contributions of Indigenous peoples and communities across the United States.

It's also an opportunity to reflect on their resilience, acknowledge the challenges they have faced, and recognize the important role Indigenous communities continue to play in shaping our society.

May we continue to listen, learn, and honor the voices, stories, and traditions of Indigenous peoples, not just today, but throughout the year.

Happy Indigenous Peoples' Day from Later CPA & Associates! 🌿

Address

Herriman, UT

Opening Hours

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

Telephone

+18012433019

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