Strategic Tax Accountant

🎉 Happy Labor Day from Strategic Tax Accountants!

Today, we celebrate the workers, builders, business owners, and everyone who puts in the time and effort to build something they are proud of.

Our offices are closed today so our team can enjoy the holiday too. We will see you tomorrow!

Wishing you and your family a safe, relaxing, and happy Labor Day.

⚠️ 1099 Contractor or W 2 Employee? Get the Classification Right.

Calling someone a contractor does not make them one. The IRS looks at the actual working relationship to determine how a worker should be classified.

What to know:
🔹 Behavioral control: Who directs how the work is done
🔹 Financial control: Who provides tools, pays expenses, and controls payment
🔹 Working relationship: Contracts, benefits, and permanency
🔹 Misclassification can lead to back taxes, penalties, and interest

With more businesses relying on freelancers and remote workers, worker classification is more important than ever.

Not sure how your workers should be classified? It is better to find out before the IRS does.

🔗 Book a consultation: www.strategictaxaccountant.com
📲 Jax: (904) 479 8838 | CLT: (980) 215 9888

P.S. A 1099 form does not automatically make someone an independent contractor. The facts matter.

📅 September Tax Deadlines: Two Major Deadlines Hit on One Day. Do Not Miss This.

September brings two major tax deadlines on the same day. If you are self-employed, a business owner, a freelancer, or an investor, September 15 is a date you need to know.

What to know:
🔹 Q3 estimated tax payments are due September 15
🔹 Partnerships and S corporations on extension are generally due September 15
🔹 Corporations may have an estimated tax payment due
🔹 October 15 is the final deadline for individuals who filed an extension

Get ahead of these deadlines now and avoid last minute stress.

🔗 Book a consultation: www.strategictaxaccountant.com
📲 Jax: (904) 479 8838 | CLT: (980) 215 9888

Want financial clarity without hiring a full-time CFO? I get it — growth is exciting and the numbers can feel overwhelming. A virtual CFO gives you expert financial planning, cash-flow management, fundraising support, and strategic advice exactly when you need it — cost-efficient and scalable.

Real results: better budgeting, smarter decisions, and risks spotted early. Whether you’re an individual, a small business, or a real estate professional, virtual CFO services help you plan, grow, and protect what you’ve built.

Curious how it works? Read the full guide and start exploring virtual CFO benefits today: https://wix.to/YJMPcnW

What’s one financial question you wish you had answers to right now? Let’s talk! 💬📈

Boosting Business Success with Virtual CFO Benefits Running a business is exciting but challenging. You want to grow, make smart financial decisions, and stay ahead of the competition. But managing your finances can be overwhelming. That’s where a virtual CFO comes in. Imagine having a financial expert by your side, guiding your business without th...

📝 Notary Services

Some documents cannot wait, and they cannot be done incorrectly. Powers of attorney, affidavits, business agreements, and real estate documents often require proper ex*****on and notarization.

What to know:
🔹 Professional notary services available at our offices
🔹 Convenient option for important personal and business documents
🔹 Proper notarization helps ensure documents are executed correctly
🔹 Call ahead to confirm availability before stopping by

When an important document needs to be notarized, having a professional you already trust can make the process simple and convenient.

📲 Need something notarized? Call our office to confirm availability and stop by.

🔗 Book a consultation: www.strategictaxaccountant.com
📲 Jax: (904) 479 8838 | CLT: (980) 215 9888

🏡 The Federal Estate Tax Exemption Is Now $15 Million. Here Is What That Means for Your Family.

The federal estate tax exemption was expected to decrease significantly in 2026. Instead, the One Big Beautiful Bill Act established a higher exemption amount that is now permanent and adjusted for inflation.

What to know:
🔹 The 2026 federal estate and gift tax exemption is $15 million per person
🔹 Married couples may have a combined exemption of up to $30 million
🔹 The exemption is adjusted for inflation going forward
🔹 Estate planning is still important, regardless of the size of your estate

For many families, federal estate tax may no longer be the biggest concern. But a complete estate plan can still include a will, updated beneficiary designations, powers of attorney, and a plan for how your assets will transfer.

Business owners should also consider succession planning to help protect their business and prepare for the future.

🔗 Book a consultation: www.strategictaxaccountant.com
📲 Jax: (904) 479 8838 | CLT: (980) 215 9888

P.S. The federal estate tax threat may be smaller for most families, but the need for a plan remains.

🎂 Happy Birthday to Our Founder!

Today, we are celebrating the person who built all of this. Happy birthday to our founder, Wadelene! 🎉

Her vision took Strategic Tax Accountants from an idea to a firm serving clients in Jacksonville, Charlotte, and across the country. And she is just getting started.

If Wadelene has helped you, your family, or your business, drop a birthday wish in the comments. We know it will make her day! 💙

Wishing you a wonderful birthday and an incredible year ahead, Wadelene! 🎊

👤 Age 50 or Older? The Retirement Catch Up Rules Changed for 2026. Two Things to Know.

If you are age 50 or older, new retirement contribution rules could affect how you plan and save for 2026.

What to know:
🔹 If you are between ages 60 and 63, you may qualify for a higher catch up contribution to certain workplace retirement plans
🔹 The higher contribution amount is available only during this limited age window
🔹 Beginning in 2026, higher earners may be required to make certain catch up contributions as Roth contributions
🔹 This means those contributions are made after tax but may grow and be withdrawn tax free under qualifying rules

If your prior year wages exceeded the applicable income threshold, your retirement contribution strategy may need to change. Check with your plan administrator and tax advisor before year end.

🔗 Book a consultation: www.strategictaxaccountant.com
📲 Jax: (904) 479 8838 | CLT: (980) 215 9888

P.S. New retirement rules can change the way you save and the tax benefits you receive. Planning ahead can help you make the most of your contributions.