JW Financial

02/14/2026

Many of us are now receiving the tax documents we need to file our tax return. If you sold or disposed of digital assets using a broker, you might receive a new Form 1099-DA. Most of these statements will not include the basis for digital asset transactions in 2025 and you'll have to calculate the basis on your own to determine your gain or loss.

Don't forget: You must report any related income, gains, or losses, on your tax return, whether you receive a Form 1099-DA or not.

For more important reminders about digital assets, visit https://ow.ly/fpkE50Y7Gpc.

01/08/2026

🚨🚨The IRS will begin accepting and processing tax returns for 2025 on Monday, January 26, 2026🚨🚨

02/12/2025

Contact us today to set up your virtual appointment at 619-878-3410 or email [email protected]

02/05/2025

Need to check the status of your tax refund?
Click the link below

Find out when to expect your refund if you claim the Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC).

01/27/2025

With over 20 years of experience we have the knowledge to get your taxes done right. Contact us today if you need assistance filing your personal or business tax returns. Call 619-878-3410 or email [email protected]

01/24/2025

Are you behind on your accounting? As a business owner you should stay on top of your finances. Tracking expenses and maintaining accurate records help you make informed decisions about your business. Contact us today to help you get caught up and get your taxes filed on time.
Click the link below, call 619-878-3410 or email [email protected]

01/22/2025

With two decades of tax experience, we bring expertise to the table and offer personalized advice and accuracy that software alone can't match. Trust the experts – let's make this tax season your smoothest yet! Contact us today call 619-878-3410 or email [email protected] 💼💰 "

01/07/2025

🚨🚨Business Owners🚨🚨🚨
Need help with BOI reporting? Check out this you tube video for instructions on how to file to avoid non filing penalties.

In light of a recent federal court order, reporting companies are not currently required to file beneficial ownership information with FinCEN and are not sub...

06/13/2024

Just a friendly reminder that tax filing and payments for San Diego County are due on Monday June 17, 2024. For more information visit ftb.ca.gov.

04/15/2024

Tax Day is here! Make sure you pay any taxes owed today to avoid penalties. Remember extensions are for paperwork only.

Need assistance filing an extension? Contact us today! Call 619-878-3410 or email [email protected]