Milestone Accounting and Tax, LLC

Taxes don’t have to be stressful—they just need a plan!💡
These 5 tax tips can help you stay ahead and Milestone Accounting and Tax is here to help!

It is officially tax season 2026! 🎉
Whew—what an amazing year it’s been!

There are significant changes to the tax code this year, and I’ve been working my green visor off with continuing education and advanced tax courses so I can provide tax strategy and proactive guidance—not just tax preparation.

My software is fully updated and ready to GO! The IRS has not officially announced the official e-file open date but we expect it to be toward the end of January. Please reach out if you are looking for help with your taxes this year. Schedule a consultation if you are a new client or schedule a tax appointment if you are returning.

I’m excited to share that I’m bringing on additional team members this season for data entry, tax preparation, and bookkeeping so Milestone can continue to serve individuals and businesses of all sizes with care, accuracy, and efficiency.

You all know I love to help with tax questions—but every year my schedule gets tighter, my time more valuable, and energy is more limited.

👉 If you have “quick questions” this season, please be prepared to schedule an appointment and ask during a consultation or a tax appointment so I can give you accurate, thoughtful guidance which is very important to me!

Thank you for respecting my time and trusting Milestone Accounting & Tax—let’s make this a strong tax season! 💼✨

⏰ The 2024 Individual Filing Deadline is October 15, 2025 — LFG! 💪 Get those returns filed and extensions wrapped up.

Family, finances, and peace of mind—good tax planning ties it all together. ❤️📑

Have you thought about your 2025 tax plan yet? 📅👀

Days leading up to deadline be like… 😵‍💫

FYI- I will not be accepting new clients after 10/07/2025 for TY25. I will reopen books for TY26 beginning 12/01.

The 2024 tax extension deadline is coming up on October 15, 2025!

Have you filed your 2024 tax return?