Tax Smart Advisors, LLC

Tax Smart Advisors, LLC Tax Smart Advisors, LLC is a highly experienced team of financial professionals specializing in acco

Now that nine months of the year are already in the books, you have a lot more information to work with than you did bac...
10/08/2026

Now that nine months of the year are already in the books, you have a lot more information to work with than you did back at the beginning of the year.

Maybe your income landed somewhere different than expected, your business had a stronger year, or something changed in your personal finances. By October, there’s less guessing and more actual activity to evaluate.

That also gives your tax professional time to review what’s changed, identify potential tax planning opportunities, and talk through your options before the year closes.

There are still three months left in 2026. Let’s make them part of your tax planning. Reach out today.

The tax extension you filed back in April bought you six extra months. Now, there are only days left on the clock.Octobe...
10/06/2026

The tax extension you filed back in April bought you six extra months. Now, there are only days left on the clock.

October 15 is when that extra time runs out. Your 2025 return is still waiting to be filed, and if you still have an unpaid tax balance, you’ll need a plan for that too.

Not every dollar of income comes with a tax form attached.That may be especially noticeable this year. The rules changed...
10/01/2026

Not every dollar of income comes with a tax form attached.

That may be especially noticeable this year. The rules changed for 2026, with the 1099-NEC reporting threshold increasing from $600 to $2,000. You could earn income from a client or customer without receiving a 1099-NEC for it.

You’re still responsible for reporting what you earned. Consider the forms a cross-check, not the complete record of your income.

Technology gives us no shortage of reasons to spend money, with new phones, another subscription, and the latest upgrade...
09/29/2026

Technology gives us no shortage of reasons to spend money, with new phones, another subscription, and the latest upgrades always competing for our dollars.

Luckily, there are ways you can get a little more out of your technology budget:

▪️ Try a fix before replacing a device. A new battery, more storage, or a good cleanup may be all it needs.
▪️ Take another look at your subscriptions. That $14.99 monthly charge may not seem like much until you realize it’s nearly $180 a year.
▪️ Don’t skip software updates. They can fix problems, address security issues, and help keep your devices running reliably.
▪️ Replace technology when it stops doing what you need it to do, not just because a newer model is available.

There will always be something newer available. You still get to choose when it’s time to spend.

A busy week can leave bookkeeping waiting. Then another busy week comes along, and the same thing happens again.Before l...
09/24/2026

A busy week can leave bookkeeping waiting. Then another busy week comes along, and the same thing happens again.

Before long, those few things you meant to catch up on have turned into a much bigger job. Finding the time becomes harder when new transactions keep coming in and the rest of the business still calls for your attention.

Bookkeeping does not have to be another task competing for your time. Our bookkeeping services can help you stay current and keep the work from piling up.

Reach out to learn more.

One of the easiest things to outgrow in business is the tax strategy that got you started.As your business reaches new m...
09/23/2026

One of the easiest things to outgrow in business is the tax strategy that got you started.

As your business reaches new milestones, opportunities and responsibilities can change the way you approach taxes. Hiring employees, increasing profits, or expanding your business are just a few examples.

Our latest blog looks at why those same milestones can influence your tax planning (link in comments).

On the surface, the American Opportunity Tax Credit and Lifetime Learning Credit look similar. Dig into the details, and...
09/17/2026

On the surface, the American Opportunity Tax Credit and Lifetime Learning Credit look similar. Dig into the details, and there’s a lot that sets them apart.

And those distinctions aren't just technicalities. They determine who can claim each credit, what expenses count, and how much of your education costs could come back to you at tax time.

College comes with enough expenses already. Missing a tax credit doesn't need to be one of them.

Questions about education tax credits? Reach out.

That September 15 deadline we previously mentioned has arrived.Third-quarter estimated tax payments are due today, so re...
09/15/2026

That September 15 deadline we previously mentioned has arrived.

Third-quarter estimated tax payments are due today, so remember to make sure yours is taken care of before the day gets away from you.

Questions about your estimated tax payment? Reach out.

Missing documentation could get in the way of claiming a charitable deduction.Keeping the right records is just as impor...
09/10/2026

Missing documentation could get in the way of claiming a charitable deduction.

Keeping the right records is just as important as the charitable donation itself. The documentation you need depends on the type of donation and may include receipts, written acknowledgments, or additional records for certain non-cash gifts. Keeping those records organized now can make filing your tax return that much easier.

Not sure which records to keep? Reach out.

The hard work that keeps businesses running and communities growing deserves to be celebrated.We hope you enjoy a well-e...
09/07/2026

The hard work that keeps businesses running and communities growing deserves to be celebrated.

We hope you enjoy a well-earned day to slow down and spend time with family and friends.

Address

414 S 5th Street
Perkasie, PA
18944

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(610) 443-0509

Website

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