Taylor and Willis CPAs

Call Directions Website Contact the business

Taylor and Willis CPAs Taylor & Willis CPAs is a full-service accounting and tax firm with locations in Metairie & Slidell.

We are dedicated to providing our clients with the most efficient and effective solutions to meet all of their tax, accounting, and consulting needs. In order to meet these goals, we put professionalism, responsiveness, and quality at the forefront of all that we do. Northshore:
2065 1st Street
Suite 201
Slidell, LA 70458

Southshore:
3500 North Causeway Blvd
Suite 1145
Metairie, LA 70002

Happy 2-year anniversary, Lindsay! Thank you for two years of keeping our offices running smoothly and taking such good ...
10/14/2026

Happy 2-year anniversary, Lindsay! Thank you for two years of keeping our offices running smoothly and taking such good care of our clients. We're lucky to have you on the Taylor & Willis team.

Today is World Mental Health Day. For a lot of business owners, the biggest source of stress is not a bad number...it's ...
10/10/2026

Today is World Mental Health Day. For a lot of business owners, the biggest source of stress is not a bad number...it's not knowing the numbers.

What will the tax bill be?
Will cash flow cover next quarter?
Is payroll set up correctly?

Every one of those questions has an answer, and the answer is almost always less intimidating than the unknown. A regular check-in with your advisory team turns open questions into a plan.

Clear numbers, clearer head.

The home office deduction is worth protecting - and it's easier to lose than most owners realize. The rule is that the s...
10/07/2026

The home office deduction is worth protecting - and it's easier to lose than most owners realize.

The rule is that the space has to be used regularly and only for business, so if the room does more than one job, every use has to qualify. That's where people get tripped up.

Employees can no longer deduct a home office, so using the same room for your business and a W-2 job can put the whole deduction at risk. A second business has to qualify on its own.

And a spouse who shares the office needs to qualify too, unless you split the space so each of you uses a separate portion exclusively.

The stakes go beyond the office: lose it, and your trips from home can get reclassified as commuting, which takes the mileage deduction with it.

If your business is an S or C corporation, there's a cleaner path - the company reimburses the expense through an accountable plan.

Swipe through for the breakdown.

10/06/2026

The Arena Collective hosted Taylor & Willis CPAs partner, Tia Friel, in this week’s episode of “In the Arena.”

This episode covers

- Tracking weekly and monthly financial metrics

- Understanding your balance sheet, income statement, and cash flow

- Using forecasting to plan ahead

- Managing cash beyond what you see in the bank

- Building the right financial advisory team

- Preparing your financials for growth, transition, or sale

We hope you tune in to the full episode for these insights & more!

October 15 is ten days away. If you filed an extension back in April, this is the final deadline for your 2025 individua...
10/05/2026

October 15 is ten days away. If you filed an extension back in April, this is the final deadline for your 2025 individual return - there is no second extension. Extended calendar-year C corporation returns are due the same day.

If anything is still outstanding for your filing, it's time to gather and submit to your CPA

Happy Birthday, Lindsay! We hope your day is filled with everything that makes you smile. From,your Taylor & Willis fami...
10/02/2026

Happy Birthday, Lindsay! We hope your day is filled with everything that makes you smile.

From,
your Taylor & Willis family!

Happy Birthday, Kevin! Thank you for your leadership and for setting the standard for our team every day. Wishing you a ...
10/01/2026

Happy Birthday, Kevin! Thank you for your leadership and for setting the standard for our team every day.

Wishing you a great one from all of us at Taylor & Willis.

If you own more than 2% of an S corporation, your health insurance deduction has a trap built in. To qualify, the compan...
09/28/2026

If you own more than 2% of an S corporation, your health insurance deduction has a trap built in.

To qualify, the company must pay or reimburse your premiums and include them in box 1 of your W-2 - but not in boxes 3 or 5.

Here's the catch: your deduction can't exceed your box 5 Medicare wages. Take little or no salary, and you may lose part or all of the deduction even though the premiums show up right there on your W-2.

Two more things worth knowing:

🔹Family attribution rules can treat certain relatives who work in the business as shareholders even if they own no stock, and

🔹Reimbursing non-owner employees for individually purchased insurance outside an approved arrangement can trigger substantial IRS penalties.

The good news? This is correctable before year-end.
Taylor & Willis CPAs and Advisors is a professional accounting firm committed to delivering efficient, effective solutions tailored to your tax, accounting, and consulting needs. With a focus on professionalism, responsiveness, and quality, we work as part of our client's financial advisory team to help them navigate complex financial matters with confidence.

Happy Birthday, Samantha! We hope your day is as wonderful as you are - and yes, Bam Bam agrees. All the best from your ...
09/26/2026

Happy Birthday, Samantha! We hope your day is as wonderful as you are - and yes, Bam Bam agrees.

All the best from your Taylor & Willis family!

Year-end will be here before you know it - and most of the strategies that lower a 2026 tax bill have to happen before D...
09/23/2026

Year-end will be here before you know it - and most of the strategies that lower a 2026 tax bill have to happen before December 31.

Schedule your Q4 planning session now so there's time to act, not just react. A quick conversation this fall beats a long face at filing time.

Reach out on our site at https://twcpas.net/contact/ or call us at 504-267-4427!

Address

3500 N Causeway Boulevard Suite 1145
Metairie, LA
70002

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15042674427

Alerts

Be the first to know and let us send you an email when Taylor and Willis CPAs posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Taylor and Willis CPAs:

Shortcuts

Share

Category