LMR & Associates, PLLC

09/29/2026

WEEK 4: Set Your Business Up for Success 🚀

Finish strong and start planning ahead!

Use what you've learned from this year's numbers to prepare for the year ahead.
✔️ Review what worked this year
✔️ Identify areas for improvement
✔️ Set financial goals
✔️ Create a budget for next year

🍂 LMR Tip: A strong finish to this year can help create an even stronger start to the next!

Stay tuned for more tips from LMR to help your business grow, plan, and succeed!

09/22/2026

Fall into Success Week 3: Review Your Tax Strategy 📊

Don't wait until tax season to start thinking about taxes!

Now is a great time to review your year-to-date income and expenses and discuss potential planning opportunities.

✔️ Review projected income
✔️ Make sure expenses are properly documented
✔️ Check estimated tax payments
✔️ Talk with your tax professional about year-end planning

🍁 LMR Tip: Planning ahead may help you avoid surprises later!🍁

09/17/2026

What is Trump IRA?

If you do not have an employer-sponsored retirement plan then The new Trump IRA plan could be for you. This plan is focused for those without sponsored retirement plans such as
independent contractors, self- employed individuals, small business employees and part-time workers. The new plan gives individuals the opportunity to have an Federal Savers Match. For taxable years beginning after December 31, 2026 it generally replaces the current Retirement Savings Contributions Credit (Savers Credit) for qualifying retirement-plan and IRA contributions.

The match is paid by Treasury to an application retirement savings. Qualified contributions up to $2,0000 per eligible individual are used om the calculation. The maximum federal match is $1,000 per eligible individual for the year.

For example:
Taxpayer contributes $2,000
Applicable Match Rate: 50%
Federal Savers Match: $1,000

The platform is available starting January 1st, 2027 at

Discover TrumpIRA.gov: President Trump's initiative for easy access to high-quality, low-cost IRAs. Get up to $1,000 in federal Saver’s Match contributions and build your retirement savings—especially if you lack a workplace 401(k).

09/15/2026

Fall into Success Week 2: Follow the Money 💰

Do you know exactly where your money is going?

Review your business's cash flow and outstanding invoices.

✔️ Follow up on unpaid invoices
✔️ Review upcoming expenses
✔️ Evaluate your cash flow
✔️ Create a plan for the remainder of the year

LMR Tip: Understanding your numbers can help you make smarter business decisions!

09/13/2026

Good Luck on your season opener Detroit Lions! We celebrated early on Friday. GOOOOOOO LIOOONNNNNSSSS!!!!!!!

09/08/2026

Fall into Success Week 1: Get Your Books in Order 📚

Fall is the perfect time to get organized!

Before year-end, take time to review your income, expenses, bank accounts, and outstanding transactions.

✔️ Reconcile your accounts
✔️ Categorize expenses
✔️ Follow up on missing receipts
✔️ Review your profit and loss

The better your books are now, the easier year-end and tax season will be!

🍁 LMR Tip: Don't wait until January to get organized start now! 🍁

09/07/2026

Today, we celebrate the hard work, dedication, and contributions of workers everywhere.
We hope you enjoy a well deserved day of rest, relaxation, and time with family and friends!

Happy Labor Day from all of us at LMR! ❤️🤍💙

09/04/2026

Our office will be closed today Friday September 4th, 2026 in observance of Labor Day.

09/01/2026

Don't Fall Behind- LMR has you covered!

Year-end will be here before you know it! Now is a great time to review your business expenses and make sure your books are up to date. Join us for a month long weekly post on tips and tricks to help your business grow.

Every Tuesday in the month of September we will be sharing information to help our clients.

08/31/2026

This weekend we had the privilege of attending the bridal shower for our very own J.t. McCallion. JT being the owners son has practically grown up at the office. He now is a book keeper & tax preparer here. We are so excited for him and his beautiful bride to be Lexi! We can not wait to celebrate your marriage this October. All of us at LMR are wishing you much happiness and beautiful marriage.