Taxes by Daisy

Tax Strategist • IRS Tax Practioner • I help small businesses stay compliant, grow and maximize profits! Contact me for a free consultation @ 407-960-3652.

10/09/2026

Your year-end money check-in starts here. 🤍

Before the holiday rush, give your finances a little attention—and your future self a little peace of mind.

From retirement contributions and investments to FSA balances and estate documents, swipe through five things worth reviewing before 2026 wraps up. →

You don’t have to figure it all out at once. Start with this checklist, note your questions, and make time for a conversation about your next steps.

Our team is here to help you review your tax picture, discuss upcoming deadlines, and head into 2027 with a clearer plan. Contact us to schedule your year-end review.

Save this for your next financial check-in, or share it with someone you care about.

Follow + for approachable tax tips, planning reminders, and guidance for life’s next chapter.

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📞 407-960-3652
💻 CohnLopez.com

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10/07/2026

Business owners: your year-end check-in starts here. 📌

Before the holiday calendar fills up, make a little room to review your business tax plan.

Retirement contributions. Payroll. Income and expense timing. Business structure. Your records.

These five areas are worth a conversation now—while there’s still time to evaluate your options and prepare for upcoming deadlines.

Swipe through for five questions to bring to your next tax planning meeting. ➡️

Your business changes, and your plan deserves a check-in, too. Our team can help you review your 2026 tax picture and discuss what makes sense for the year ahead.

Save this for your year-end checklist, or send it to a fellow business owner. 🤍

Follow + for approachable tax tips, business insights, and planning reminders.

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📞 407-960-3652
💻 CohnLopez.com

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10/05/2026

October is National Estate Planning Awareness Month. Your sign to move “make a plan” off the someday list. 🤍

The people you love. 💖
The life you’re building. 🏠
The wishes you want honored. ✨

They’re worth planning for.

You don’t need to be wealthy or retired to get started. Understanding the basics is a meaningful first step.

Swipe through our two-question trust & will quiz. Can you get both right? →

Ready to create a plan—or revisit one you already have? 🤔 Ask our team about our trust & will services.

📞 407-960-3652
💻 CohnLopez.com

Save this as your October reminder, or share it with someone you’re building a future with. ✨

Follow + for approachable tax tips, money insights, and estate planning basics.

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10/01/2026

With heavy hearts, we share the passing of Bette Cohn, 1931–2026—our founder, our partner, and someone we loved.

We have taken some time to find the words. It is difficult to capture what Bette meant to us when her place in our lives reached so far beyond the work we shared.

Bette built this firm through years of dedication and care for the people she served. The relationships she nurtured and the trust she earned became its foundation. Every chapter we write today began with her.

But what we will miss most is Bette herself. The comfort of her presence. Her smile. The everyday moments together that meant so much, and mean even more now. To us, she was family, and her absence is felt deeply.

We know that loss reaches beyond our office. So many of you knew her, trusted her, and shared years of your lives with her. We grieve alongside you, and our hearts are with her family, friends, clients, and everyone who loved her.

Continuing the firm she built is both an honor and a responsibility we hold close. We will carry her legacy forward through the care we give, the relationships we keep, and the way we serve the people who placed their trust in her.

Bette, thank you for what you built, for the love you gave, and for letting us be part of your life. We wish we had more time with you. We will treasure the time we had.

You will always be part of this firm, part of our family, and part of who we are.

Forever part of our story. 🩵

09/30/2026

Year-end tax planning, but make it proactive. ✨

There’s still time to take a closer look at your 2026 tax picture—and a little planning now could make a meaningful difference when it’s time to file.

From business expenses and equipment purchases to deductions and credits that are easy to overlook, year-end planning is about knowing what opportunities may apply to your business before the calendar closes. ⏳

Swipe through for a few tax-saving opportunities worth having on your radar. ➡️

And a friendly reminder: some year-end strategies require action before December 31. Reviewing things now gives you more time to evaluate your options, make informed decisions, and plan ahead instead of scrambling at filing time.

Have questions about your 2026 tax position? We’d be happy to talk through it with you.

📞 407-960-3652
💻 CohnLopez.com

✨ Follow + for approachable tax, accounting, and planning tips for business owners.

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09/28/2026

College plans on the horizon? Put FAFSA prep on your calendar. 🎓

The 2027–2028 FAFSA is scheduled to be available to everyone by October 1, 2026. If you or a student you support plans to attend college that academic year, a little preparation now can make applying easier.

Here’s where to start:

🔹 Create or verify your StudentAid.gov account. Any required contributors will need their own accounts, too.
🔹 Gather your 2025 tax returns, W-2s, and other relevant financial records.
🔹 Identify which parent or spouse, if applicable, needs to provide information.
🔹 Check each school’s and your state’s financial aid deadlines, along with scholarship requirements.

Don’t wait for the final federal deadline to get moving. College and state priority deadlines can be much earlier, and some aid has limited funding.

Save this checklist and check StudentAid.gov for availability before applying. ✅

Have questions about your tax records or how education expenses fit into your tax planning? Contact our team—we’re here to help.

✨ Follow + for practical tips that turn financial to-dos into confident next steps.

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📞 407-960-3652
💻 CohnLopez.com

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09/25/2026

You’ve spent years building a life. Have you made room to plan for it? 🤍

The people you love. The home you’ve made. The business you’ve grown. Thinking about a trust or will starts with what matters most to you.

Maybe you’ve been meaning to get started. Maybe you already have documents, but your life looks different now. Either way, it’s worth asking: does your plan reflect your wishes today? 🤔

Swipe through for a few thoughtful questions to help you begin.

You don’t need every answer before reaching out. Contact our team to learn more about our trust and will services and discuss your next steps.

📞 407-960-3652
💻 CohnLopez.com

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✨ Follow + for thoughtful planning tips—for what you’re building and who you’re building it for.

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09/23/2026

“It’s a write-off” doesn’t mean it’s free. 👀

Buying equipment can provide a tax benefit—but the deduction shouldn’t be the only reason you make a major purchase.

Before committing, consider what your business actually needs, how the purchase affects cash flow, and which deductions you may qualify for. The timing matters, too.

Swipe through for key factors to review before your next equipment purchase.

Save this post for when that “buy it for the tax break” conversation comes up. 🧾

Considering a purchase—or already made one? Contact our team to review the tax impact and how it fits into your business plans.

✨ Follow + for tax tips that help you look beyond the write-off.

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📞 407-960-3652
💻 CohnLopez.com

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09/21/2026

Payroll is more than getting paychecks out on time. 🧾

It’s also making sure wages, withholding, tax deposits, and payroll records work together—and that small errors don’t keep carrying forward.

A proactive payroll checkup can help identify discrepancies, highlight areas that need attention, and support more accurate employee payments.

Swipe through to learn what a checkup involves, what to review, and why it matters for your business.

When was the last time you took a closer look at your payroll? Contact our team for help reviewing your payroll records and tax filings before small issues become bigger headaches.

✨ Follow + for practical tax and accounting tips that help your business run smarter.

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📞 407-960-3652
💻 CohnLopez.com

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09/18/2026

Some of the best tax-planning opportunities have deadlines—and waiting until tax season may mean the window to act has already closed. ⏰

Planning before year-end gives you time to review potential deductions and credits, evaluate your withholding or estimated payments, discuss major life changes, and make informed decisions before December 31.

Not sure where to begin? Swipe through for five important questions worth asking your tax advisor during your year-end meeting.

Ready to review your tax position and prepare for what’s ahead? Contact our team to schedule your year-end planning appointment.

✨ Follow + for practical tax tips that help you plan ahead—not play catch-up.

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📞 407-960-3652
💻 CohnLopez.com

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Address

2431 Aloma Avenue/#100
Winter Park, FL
32792

Telephone

+14072581302

Website

http://www.CohnLopez.com/, https://linktr.ee/Taxesbydaisy

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