Affinity Accounting & Tax

06/03/2026

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!

As summer settles in and schedules fill up, a few smart decisions now can help you avoid costly surprises later. In this issue, there are strategies to strengthen your financial footing – from midyear tax planning opportunities to knowing when to call for help with an IRS notice. There is also...

05/06/2026

Want a lower tax bill? Your tax planning needs to start now!

With so much uncertainty in the economy, the tendency is to step back and wait until things settle down. On the other hand the early bird catches the worm. Now is a great time to be thinking about steps to reduce your tax obligations, both this year and into the future. This month an article is pres...

04/01/2026

From American tax history to everyday money habits, this issue connects past and present. Test your tax history knowledge, reset your finances, and rethink the tech ideas shaping your decisions.

Anniversaries have a way of bringing forgotten pieces of history back into view. As the United States marks 250 years of independence in 2026, we're reminded that money has shaped our national story in surprising and sometimes strange ways. In this month’s newsletter, test your own knowledge a...

03/04/2026

March momentum starts now - smart 2026 tax planning, credits vs. deductions, retirement tips for every age, and stronger protection against 2FA scams. Read more in this month's newsletter.

March is all about momentum, especially when it comes to planning ahead for 2026. In this month’s newsletter, we explore why your tax planning cycle begins now and share practical steps to help you get started in the right direction. A key part of this strategy is understanding the difference...

02/04/2026

A little preparation can make tax season smoother. This month's newsletter shares tips for early organization, avoiding IRS issues, cutting hidden costs, and helping protect your kids online.

A little preparation can change the entire tax return experience. In this month's newsletter, read about how getting organized early with a clear checklist can help you gather the right information and avoid last-minute pressure. You'll also learn how spotting easy-to-miss income sources can help yo...

01/07/2026

Smarter tax moves, simple ways to stay organized during tax season, solid money ideas, and tech changes already shaping daily life. Here's a quick read with value that lasts beyond January.

Happy New Year! With the holidays behind us, it's time to summarize last year's activities and prepare to file your 2025 tax return. So as you wait to receive the needed documentation, why not consider squeezing in a tax-savings New Year's resolution? This month's newsletter outlines three to consid...

12/03/2025

New tax rules arrive in 2026 - get a quick preview and simple steps to make your 2025 filing easier. Also have fun with our annual holiday quiz.

Plenty of new tax laws are set to land in 2026. This issue gives you an easy way to size them up, along with several practical moves to help make filing your 2025 tax return feel a whole lot easier. You’ll also find our holiday quiz – a fun way to test what you know about the traditions...

11/27/2025

11/25/2025

DIY is great… for home décor. Not for taxes. 😅
Just like you wouldn’t represent yourself in court, you shouldn’t try to navigate the IRS alone.

We’re the tax-law experts, here to get you the biggest refund or lower your tax bill legally and confidently.

You handle life. We’ll handle the IRS. 💼✨

Affinity Accounting & Tax
Enrolled Agent–Led Firm
📞 505-800-5690

Call now to connect with business.

11/21/2025

Considering loaning yourself money from your retirement account? Read this first!

Many are dipping into their employer-sponsored retirement plans using the lending feature. Unfortunately, many are later faced with a tax problem!