Anita Woodlee-Roach & Associates, PC - Certified Public Accountants

10/02/2026

Here are key happenings and announcements from the IRS that you should understand.

Here are recent changes as announced by the IRS that will impact most of us.

10/01/2026

Peace of mind or hassle with tax code... There is help. Just a click away.

09/25/2026

If you're an independent contractor, don't forget to plan for and pay your taxes. Here are some of the basic rules you need to understand.

Get this wrong and it could cost you and/or your employer. Are you a contractor or an employee?

09/23/2026

I'm honored to share that Anita Woodlee-Roach & Associates, PC has been named Business of the Month by the Rusk Chamber of Commerce.

Thank you to the Chamber for this recognition, and to the clients who have trusted us with their taxes, their books, their businesses, and their peace of mind. It is and has been a privilege to do this work for our community for the last 29 years.

09/18/2026

Tax savings ideas still abound. Here are some to consider if you wish to retire early.

The federal government needs all its citizens to plan for a financially secure retirement. In an effort to assist in planning for retirement, there are a number of provisions in the tax code that benefit seniors. Are you aware of them and using them to your advantage?

09/11/2026

Create a list of tax forms you expect to receive. Then check them off as you receive them to make sure none of them are missing.

Every year you receive information tax forms, including W-2s, 1098s, and 1099s. If you fail to receive a form, you are still liable for the tax it creates. Here are some tips to avoid this possible audit risk.

09/04/2026

Reminder: 3Q estimated taxes are due Tuesday, September 15th. Here are some things to consider.

If you have not already done so, please plan to make your third quarter estimated tax payment. The due date is Tuesday, September 15th.

09/01/2026

Yikes! Another tax return. Here is an alternative.

08/28/2026

Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding the documentation and requirements before making a donation.

Too often a charitable tax deduction is disallowed upon review by the IRS. Don't let this happen to you. Here is what you need to know.

08/21/2026

When an interest rate matters. This is what you need to know.

The IRS often sees the transfer of funds as a loan, whether there is a loan agreement or not. This also means there is an implied term and interest payment. When the IRS says a transaction is a loan, what interest rate do they use? Enter AFRs. Here is what you need to know.