Dohan CPA PA

Even though the 2026 tax season is well and truly behind us, it could be a good idea to start thinking about next year’s filing season. It might feel too early to start thinking about 2027’s filing season, but scheduling a mid-year tax checkup can help you stay ahead of income changes, line up your withholding, and reduce the chances of a surprise when you file.

Swipe for a few key benefits of doing a mid-year tax checkup of your personal taxes.

If you’ve had any income changes, life events, new side income, or big expenses this year, or if you simply want peace of mind, we’d be happy to schedule a short mid-year tax checkup with you. We can review where you stand, identify any adjustments worth making, and help you finish the year with a clear plan. Reach out today to get started.

Important reminder: Second-quarter estimated tax payments are due on June 15th, covering income earned from April 1st through May 31st.

Submitting payments on time can help you avoid interest and penalties while keeping your year-end tax expectations on track.

If you have any questions or would like to confirm your estimated payment amount, feel free to contact our office. We are happy to help.

Quarterly deadlines can come fast. Staying ahead of key tax dates helps keep your business running smoothly and avoids last-minute stress or penalties.

Our team is here year-round to help with filings, extensions, and planning support whenever you need it. Reach out anytime, and we'll make sure you're covered.

With the current commercial real estate market in a state of flux, it can feel hard to win. However, there are several key tax benefits of owning commercial property that we, as tax specialists, want to be sure to highlight. Swipe for more details.

If you have a project on the horizon or have more questions about the tax benefits of commercial real estate, don’t hesitate to give me a call. I’m here to help make sure your tax situation works for your business.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Now that tax season is in the rearview mirror, you're in a great position to make next year easier and more rewarding. It might seem early to start planning for 2027, but doing a few small things now can reduce future stress, help you capture deductions you might miss, and prevent surprise tax bills.

Swipe for a few key steps you can take to stay organized, plan ahead, and keep your finances moving in the right direction.

We hope these tips are helpful over the next year. As always, if you have any questions that come up over the year, know that our team is here for you. Don’t hesitate to reach out.

Even if you think your taxes are carefully completed, your business can get hit with unexpected tax bills, denied deductions, and IRS penalties. Tossing tax documents too soon makes it harder to challenge these risks.

Without records to substantiate your claimed income, expenses, or credits, you risk losing those deductions and credits during an audit, which can lead to owing back taxes plus interest and penalties.

Our team can help you get organized, set up a record keeping system, and stay ready for tax season and beyond. Let’s talk before you start cleaning out your files.

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who enrich our lives with love, wisdom, and unwavering support.

We hope your day is filled with the appreciation, warmth, and joy you so richly deserve.

Happy Mother's Day!

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.

A tax refund isn’t just extra cash — it can also be an opportunity to take a big step forward. Whether you're thinking about using your refund to save, invest, or give back, there are many beneficial things you can do with your refund. Swipe for more.

We hope these suggestions help you decide how to use your refund this year. Remember, if any tax-related questions come up for you during the rest of the year, don't hesitate to reach out. We're here to help!