Beyond Compliance Tax & Advisory

09/15/2026

TODAY: EXTENDED 1065 & 1120-S RETURNS ARE DUE

For calendar-year partnerships and S corporations with valid extensions, September 15 is filing day.

09/01/2026

SEPTEMBER 15: Q3 ESTIMATED TAXES ARE DUE

Your estimated payment should not be: “Last quarter I sent $2,000, so I guess I’ll send $2,000 again.” Don't play tax roulette. If income, payroll, investments or your business changed this year, the estimate may need to change, too. The prior-year safe harbor is generally 100% of last year’s tax (or 110% for certain higher-income taxpayers) not a universal 110% rule.

08/19/2026

Employers: Beginning with 2026 W-2s, qualified overtime pay must be reported separately in Box 12 using Code TT. Employees can claim the new overtime deduction only for amounts reported there.

It is the employer’s responsibility to determine how much overtime qualifies. The deduction does not apply to all overtime wages—only the additional half-time premium required by federal law. Overtime paid solely because of state law, a union contract, company policy or another voluntary arrangement does not qualify.

Employers should make sure their payroll and timekeeping systems can identify and track qualified overtime separately for each employee.

08/19/2026

TUESDAY TRIVIA:

Who was born in Arizona, moved to Babylonia?

08/11/2026

My first grade lunch box was Pinnochio. What was yours?

08/07/2026

Just a reminder for anyone on extension — October 15 is closer than it feels right now. If you haven't started pulling things together, this is a good time to call. 571-707-4829 or message us here.

01/27/2026

Affordable DIY tax software that won't sell your info?

𝐉𝐔𝐒𝐓 $𝟑𝟓 𝐅𝐎𝐑 𝐄𝐕𝐄𝐑𝐘𝐓𝐇𝐈𝐍𝐆 𝐘𝐎𝐔 𝐍𝐄𝐄𝐃

𝐈𝐍𝐂𝐋𝐔𝐃𝐄𝐒 𝐅𝐄𝐃𝐄𝐑𝐀𝐋 𝐀𝐍𝐃 𝐒𝐓𝐀𝐓𝐄
(Even multi-state!)

Try https://www.1040.com/?did=266888

Prepare and file your federal and state income taxes online. Maximum refunds, 100% accuracy guaranteed. One flat-rate price for everyone – just $34.99

01/23/2026

Resourceful? 🆗

Thorough? 💯

Creative? Not unless we both want to be doing origami in jail. 🚓