Performance Tax Group

Seven tax seasons and counting! 💙 We’re grateful for clients like Kelley who continue to trust the PTG team year after year.

We'd love to be your reliable tax team! Just give us a call to get started: https://calendly.com/performancetaxgroup

Nobody wants to pay the IRS more than they have to, especially for something avoidable like an underpayment penalty. 😅

That’s where estimated tax safe harbor rules come in.

Here’s the simple version of what the IRS says:

You can generally avoid an underpayment penalty if you meet one of these:

* You pay at least 90% of the tax you owe for the current year, OR
* You pay 100% of the tax you owed for the previous year (110% for certain higher-income taxpayers), OR
* You owe less than $1,000 after subtracting withholdings and credits

There are a few other stipulations and exceptions depending on your situation, but that’s where we come in.

The rules can get a little math-y, but that’s okay… we like math. 📊 Let PTG help you figure out what makes sense for your situation so you can stay penalty-free and stress-free.

Life comes with enough “what ifs.” Your insurance coverage shouldn't be one of them. 😅

PTG can help you look at the big picture and choose insurance options that may help protect your business, personal assets, and financial future.

Whether you are a business owner, homeowner, family planner, or just tired of guessing, our team can help you understand your options and prepare for the unexpected.

Small business owners, quick question: is your business structure still doing its job? 🤔

Your LLC, S-Corp, partnership, or current setup may have made perfect sense when you started. But as your business grows and tax laws change, it may be time for a check-in.

Think of it like a financial tune-up.

Are you paying yourself the right way?
Are you planning for taxes efficiently?
Is your structure helping you grow, or just hanging around?

PTG can help you look at the full picture and make sure your setup still fits your goals.

Business owners, before you run out and buy the equipment… let’s talk. 😄

Yes, 100% bonus depreciation may create a big tax planning opportunity for equipment, vehicles, computers, machinery, and certain improvements.

But this is not a “buy it just because taxes” situation.

The smart move depends on your cash flow, taxable income, timing, and long-term business goals.

So before you swipe, sign, finance, or say “we need this anyway,” bring PTG into the conversation.

Running a business is already a full-time job… plus overtime. 😅

That is why PTG offers business financial services designed to help owners make smarter decisions, understand the numbers, and protect the future of their business.

Do any of these sound like something you need? Get on our calendar to schedule your strategy session!
https://calendly.com/performancetaxgroup

We love helping our clients feel supported through tax preparation, bookkeeping, payroll, business consulting, and financial planning. Our goal is to provide service that is personal, reliable, and built around you.

The difference is personal… We care. 💙

Mark your calendar: September 15, 2026, is the due date for third-quarter estimated tax payments.

If you are self-employed, own a business, freelance, receive 1099 income, or have income that does not have enough tax withheld, this deadline may apply to you.

PTG can help you review your numbers, avoid surprises, and make sure you are staying on track before the deadline sneaks up.

There are different 1099 forms for different types of income, like payment app transactions, contractor payments, and miscellaneous income. And while some reporting thresholds may change, that does not mean income disappears if a form does not appear.

No 1099 in the mailbox? Still may be taxable.
Got the wrong form? Worth checking.
Not sure if it should be 1099-K, 1099-NEC, or 1099-MISC? That is exactly the kind of thing PTG can help you figure out.

Freelancers, gig workers, contractors, and small business owners: keep tracking what you earn and let’s make sure your records match your tax situation.

Beginning in 2026, employees age 50 or older with more than $150,000 in prior-year Social Security wages from the employer sponsoring their plan generally must make catch-up contributions on a Roth basis.

This change can affect your current tax picture, your paycheck planning, and your long-term retirement strategy.

Before you leave your retirement plan on autopilot, let PTG help you look at the full picture.