Ortiz CPA, PLLC

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!

Client Update Newsletter: June 2026 As summer settles in and schedules fill up, a few smart decisions now can help you avoid costly surprises later. In this issue, there are strategies to strengthen your financial footing – from midyear tax planning opportunities to knowing when to call for help with an IRS notice. There is also...

Which column do you resonate with the most? If the statements on the left seem more like your life lately, it might be time to outsource your accounting needs to an expert like OrtizCPA, PLLC. Our team is made up of expert accountants in Las Vegas, dedicated to helping you stay organized, relaxed, and focused on what truly matters.

Contact us today to take the first step toward making your numbers one less thing to stress about ☎️

Summer Activities and Taxes – Did You Know?

Summer is a time to relax and have fun, but some seasonal activities may have tax consequences. Being aware of them now may save you time and hassle later.

If your child attends a day camp so you can work or look for work, some of the cost may qualify for the Child and Dependent Care Credit. Be sure to keep records and obtain the camp's tax identification information.

Students with summer jobs may be entitled to tax refunds if income tax is withheld from their pay. Adults earning income from seasonal, part-time, or gig work may need additional withholding or quarterly estimated tax payments.

Summer is also a popular wedding season. If you change your name after marriage, update your records with the Social Security Administration. If you move, update your address with the IRS and submit a new Form W-4 to your employer so your withholding reflects your current tax situation.

National 529 Day – Did You Know?

If you put money into a 529 education savings plan, earnings may be withdrawn federal income tax-free when used for qualified education expenses. Qualified expenses can include tuition, fees, books, supplies, computers, and for students enrolled at least half-time, certain room and board costs.

While 529 contributions are not deductible for federal income tax purposes, many states offer a full or partial state income tax deduction or credit for contributions. Some states and plan sponsors may also offer special incentives around National 529 Day.

Recent law changes expanded the use of 529 plans. In 2026, up to $20,000 per year, per student, may be used for qualified K–12 education expenses at public, private, or religious schools. Prior years were generally limited to $10,000 annually.

Did last tax season leave you feeling overwhelmed? If the answer is yes, trust the professionals at OrtizCPA, PLLC to support you this year.

Our tax preparation services in Las Vegas offer real benefits for individual filers:
➡️ Keeping an expert’s eyes on your forms reduces the risk of costly errors.
➡️ Our experience allows us to point out the most lucrative deductions available to you, saving you money in the long run.
➡️ Rather than spending hours sorting through paperwork, you can focus your time and energy on what matters most to you.
➡️ We offer strategic insights that help you plan better throughout the year.
➡️ In the event of an audit, our organized approach ensures you’re ready for anything.
➡️ You can have confidence knowing that your tax preparation needs are in capable hands.

Ready to get ahead of your taxes? Give OrtizCPA, PLLC a call today.

The IRS finalized its 2026 No Tax on Tips rules. We cover who qualifies and what employers should do now. Also learn about affordable employee benefits that actually matter.

Tax & Business Newsletter: May 2026 Running a business means navigating two ongoing challenges – understanding tax rules that somehow keep getting longer, and figuring out how to keep employees engaged. In this issue, we break down the IRS’s finalized No Tax on Tips rules for 2026, including which occupations officially qu...

OrtizCPA, PLLC offers comprehensive accounting services in Las Vegas to help you make sense of your numbers. From recording financial transactions to analyzing, projecting, and forecasting, we help you reach your goals with data-backed insights and total confidence.

Contact us today to learn more 📲

Qualifying Dependents – Did You Know?

In addition to your children and parents, a number of other individuals may qualify as your dependents for tax purposes. Important factors can include the person's income, how much support you provide, and how much of the year the person lives with you. In some limited cases, even a non-relative who lives with you year round as a member of your household may qualify as a dependent.