My Tax Nerds - Tax and Financial Services, LLC

08/20/2025

📅 We are more than halfway through the year. That means it is the perfect time for a quick tax check-up! Here are 3 smart moves you can make right now:

1️⃣ Check your withholdings
Got a raise, new job, or side hustle? Adjust now so you are not hit with a surprise bill next spring.

2️⃣ Track your expenses
Side hustle or small business? Start organizing receipts and mileage today. It will save you stress and money later.

3️⃣ Review retirement contributions
Even small boosts to a 401(k) or IRA can lower your taxable income and grow your future savings.

👉 Mid-year is the best time to catch mistakes before they cost you. Future-you will thank you!

05/13/2025

NEW BLOG ALERT!

Got your tax refund yet? Before you splurge, consider how you can use that extra cash to set yourself up for long-term success!

From building an emergency fund to paying down debt, or even investing in your future, your tax refund is a golden opportunity.

Check out our latest blog to learn the smartest ways to make your refund work for you!

Tax refund season is here! Before spending that lump sum, make the most of it by using it wisely. Consider building or boosting your emergency fund, paying down high-interest debt, or contributing to retirement savings like an IRA or 401(k). You can also save for future expenses or treat yourself re...

05/12/2025

We may be changing our hours, but we're always working hard for you!

04/16/2025

⏰ Missed the Tax Deadline? Here’s What You Need to Know

First—take a deep breath. Missing the tax deadline isn’t ideal, but it’s also not the end of the world. Here’s what happens and what you can do next:

🚫 If you owe taxes:
You may face late filing and late payment penalties. The sooner you file, the smaller those penalties will be.

✅ If you’re getting a refund:
Good news—you won’t get penalized! But you still need to file to actually receive your money.

🛠️ What you can do now:

File as soon as possible to minimize penalties

Consider requesting a payment plan if you owe

Reach out for help if you’re unsure what to do next

The best step? Don’t freeze—file. The sooner you take action, the more control you’ll have.

04/15/2025

📣 Happy Tax Day from your favorite Nerds! 🎉

To everyone who filed early, last-minute, or somewhere in between… we see you 👀

Whether it was smooth sailing or a caffeine-fueled sprint to the finish, you made it!

Remember:
✅ You did your part.
✅ We’ve got your back.
✅ And if you filed an extension… we’re still your people.

Thanks for trusting us to be in your corner — not just today, but all year long.

We're Tax Nerds, and we're proud of it. 🤓💼

04/08/2025

Did you know that most tax mistakes aren't due to carelessness—but simply from not knowing all the ins and outs? For example, many small businesses overlook deductions for startup costs or home office expenses, missing out on significant savings.

Having a tax pro isn't just about filing forms—it's about understanding your unique situation and ensuring you maximize your returns and minimize stress.

We're tax nerds because we know the details matter. And yep, we're proud of it. 🤓

04/07/2025

🚨 Friendly Reminder: The tax deadline is right around the corner!

Feeling overwhelmed? Don't stress! Here are 3 easy steps to get you through:

Gather Your Docs: Pull together your W-2s, receipts, and other tax documents.

Double-Check Your Deductions: Make sure you're not missing valuable write-offs.

File ASAP: The sooner you file, the sooner you can relax (and maybe even get a refund!).

Still feeling stuck? We've got your back. Reach out, and let's tackle this together—judgment-free.

📅 Deadline: April 15

We're tax nerds, and we're proud of it. 🤓

04/05/2025

🎯 Time to Set Your Financial Goals!

Ready to take control of your financial future? Here are 3 simple steps to start today:

Define Clear Goals: Write down specific financial milestones (e.g., saving for retirement, buying a home).

Make a Plan: Create a realistic budget and savings plan to achieve these goals.

Stay Accountable: Regularly review and adjust your goals as needed.

Need guidance on where to start? We're here to help every step of the way—judgment-free.

Let's make those financial dreams a reality! 🚀

We're tax nerds, and we're proud of it. 🤓

04/04/2025

That's sad to hear! Springfield Cardinals opening night has been rained out. Sunday sounds like a good deal, though! Double-headers are always fun!

RAIN OUT: Opening Day on April 4 has been postponed due to rain. View rainout details, ticket exchange policy and everything else here.

https://www.milb.com/springfield/news/springfield-cardinals-rain-out-opening-day-april-4-postponed

03/30/2025

Sundays are for rest and resets ☀️📋

Yes, you can absolutely enjoy your Sunday and feel prepared for the week ahead. Here's how to strike the perfect balance:

🧘‍♀️ Slow start: Let yourself ease into the day. Coffee, quiet time, or a walk—whatever fills your cup.

📝 Light planning: Take 15–20 minutes to review your week. Appointments, bills, anything tax-related—write it down so it’s not floating in your head.

🥗 Meal prep made simple: You don’t have to prep every meal—just plan a few go-to’s to make weeknights easier.

💵 Money check-in: Peek at your budget, bills, or receipts (yes, we went there 😉). Small steps now = big peace later.

🛌 Early wind-down: Prep your space and mindset for a good night’s sleep.

Sunday isn’t about hustle—it’s about giving your future self a head start.