Winter Accounting & Advising LLC

09/16/2026

Get the word out! It’s that time of year! We are hiring!

09/02/2026

A Safe Harbor 401(k) is a type of 401(k) retirement plan in which the employer agrees to make mandatory contributions to employees’ retirement accounts. In exchange, the plan is generally exempt from certain annual IRS nondiscrimination tests that apply to traditional 401(k) plans.

The deadline for a business to establish a new safe harbor 401(k) plan for 2026 is October 1, 2026.

The deadline for a business to establish a new safe harbor 401(k) plan for 2026 is October 1, 2026. A few important caveats: The plan generally must be established by October 1 to qualify as a safe-harbor plan for the full 2026 year. Employees generally must receive the required safe-harbor notice a...

08/04/2026

Accurate inventory counts are essential for businesses because they directly affect taxable income, financial reporting, and compliance with tax laws. An incorrect inventory count can lead to overstated or understated profits, potentially resulting in higher tax liabilities, penalties, or audits. Maintaining accurate inventory records helps ensure that a business pays the correct amount of taxes while providing reliable financial information for decision-making.

Accurate inventory counts are essential for businesses because they directly affect taxable income, financial reporting, and compliance with tax laws. An incorrect inventory count can lead to overstated or understated profits, potentially resulting in higher tax liabilities, penalties, or audits. Ma...

06/11/2026

The Plum Chamber of Commerce is a great way to network and meet new and existing business owners.

It is also a pleasure to serve on the board alongside other professionals that care about the Plum community and businesses!

05/13/2026

I don’t say it enough, so here it is — THANK YOU!

To our clients: your trust, your support, and your continued partnership mean everything to me and our team. You’re not just part of WAA, you’re one of the main reasons it exists. Additionally, you are the reason I get to financially support my family, whether it be kids’ sports/activities/interests, annual vacations/experiences, food on the table, a wonderful home over our heads, or any of the other essentials a family should have to feel comfortable and secure...

I don’t say it enough, so here it is — THANK YOU! To our clients: your trust, your support, and your continued partnership mean everything to me and our team. You’re not just part of WAA, you’re one of the main reasons it exists. Additionally, you are the reason I get to financially support ...

05/05/2026

Be careful!

Accounting firms are seeing an increase in scams involving the notices the IRS is sending to taxpayers when they don't provide their direct deposit information.

03/30/2026

A Different Kind of Accounting Firm - Winter Accounting & Advising LLC

02/26/2026

A November 2025 court ruling suggests that COVID-era disaster declarations effectively suspended federal tax filing and payment deadlines for over three years, from January 2020 to July 2023.

A November 2025 court ruling suggests that COVID-era disaster declarations effectively suspended federal tax filing and payment deadlines for over three years, from January 2020 to July 2023. This means many taxpayers may have had their deadlines “turned off,” potentially allowing them to claim ...

02/24/2026

A November 2025 court ruling suggests that COVID-era disaster declarations effectively suspended federal tax filing and payment deadlines for over three years, from January 2020 to July 2023. READ MORE...

02/17/2026

https://wintercpas.com/2026/02/17/deductibility-of-meals-2026-and-beyond/