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SF Tax, Accounting & Financial Solutions, LLC

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SF Tax, Accounting & Financial Solutions, LLC

SF Tax, Accounting & Financial Solutions, LLC is an accounting firm serving clients from Vero to th

SF Tax, Accounting & Financial Solutions, LLC is a full-service Tax, Accounting & Consulting firm serving clients throughout South Florida from Vero to the Palm Beaches.

10/05/2026

One of the most frustrating things I sometimes have to tell a client is:
“If we had talked about this six months ago, we may have had more options.”

By the time I am preparing your tax return, most of the year is already history.

The business purchase was made.
The property was sold.
The retirement contribution deadline may have passed.
The income was earned.The transaction already happened.

A tax return reports what happened. Tax planning happens while there is still time to make decisions.

That does not mean every decision should be made simply to save taxes. It means understanding the tax consequences before you make the decision—not after.

If you own a business, invest in real estate, or have had a significant change in income this year, September is a much better time to start that conversation than next April.

SF Tax, Accounting & Financial SolutionsStuart, Florida

09/29/2026

⚠️ This is one 2026 change was an unpleasant surprise

09/27/2026

Sunday vibe))))

09/24/2026

Saving for retirement in 2026? The numbers changed. 📈

The Individual Retirement Account (IRA) contribution limit increased, and for the first time the age 50+ catch-up contribution is $1,100.

Traditional and Roth IRAs share the same contribution limit — but the income and deduction rules are very different.

Here’s your 2026 quick reference. 👇

09/17/2026

Turning 65 — or already there? There are additional tax deductions available in 2026 that you don't want to overlook.

In addition to the regular age-based standard deduction, qualifying taxpayers may also benefit from the new enhanced senior deduction of up to $6,000 per person.

Two different deductions. Different rules. Potentially meaningful tax savings. 👇

09/14/2026

Well… the accountant and attorney have been returned safely to their natural habitat. 😂

After a wonderful girls' trip to Peru, Lana and I are officially back in the office — slightly more tired, considerably more cultured, and with approximately 2,000 photos nobody asked to see. 🇵🇪😂

For one week, spreadsheets were replaced with mountains, tax returns with boarding passes, and office coffee with whatever kept us moving at Peruvian altitude.

And you know what?

It was wonderful.

I love my work. I love my clients. I love the little office Lana and I have shared for so many years.

But I also believe we're supposed to occasionally close the laptop, leave the office, and go see a little more of this very big world.

The office is open again. The inbox is waiting. And yes… we're already talking about where to go next. 😂✈️

Happy Monday from SF Tax! ❤️

09/10/2026

2026 Health Savings Account (HSA)

Have a Health Savings Account? Your opportunity to save more increased for 2026. 💰

Higher contribution limits — plus an additional catch-up contribution for those 55+ — can make an HSA an important part of both your tax strategy and long-term healthcare planning.

Here’s what changed for 2026. 👇

09/07/2026

Apparently, Monday motivation is becoming a thing around here. 😂

I was thinking this weekend about how rarely life follows the plan we originally made for it.

If you had shown me my life today twenty or twenty five years ago, I'm not sure I would have believed you.

A different country.
A business I built from the ground up.
People who started as clients and became friends.
Friendships I never expected.
Places around the world I never imagined I would see.

And plenty of wrong turns, changed plans, difficult years, and moments when I had absolutely no idea what came next.

We tend to look back at those moments and think, "I should have done this differently."

But not every change of direction is a mistake.

Sometimes the road you planned simply isn't the road that takes you where you're supposed to go.

Life changes, and we adjust.

So that's my little Monday thought:

You don't always need a perfect plan. Sometimes you just need to be willing to change the plan and keep going.

Looking back, some of the roads I never planned to take brought me to some of my favorite places. 🧡

Happy Monday from SF Tax

09/05/2026

Trump Accounts

A brand-new way to start building financial security for the next generation. 🌱

Trump Accounts are here — including a $1,000 government contribution for eligible children, opportunities for family and employer contributions, and tax-deferred growth.

Here are the basics you need to know for 2026. 👇

Knowledge is power. Action brings relief.

Address

101 SE OCEAN Boulevard Ste 102
Stuart, FL
34994

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.sf-tax.com/

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