Tany Tax & Financial Services llc

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Tany Tax & Financial Services llc Monthly bookkeeping, bookkeeping cleanup, business tax preparation and tax planning for small business owners. Book a consultation at www.terrietany.com.

Based in Central Florida, serving all 50 states virtually. APPOINTMENT ONLY

ACCEPT UPFRONT FEES ONLY

At our Tax and Accounting firm, we specialize in maximizing your savings through clever tax strategies. We help you retain more of your well-deserved money by optimizing deductions and credits.

11/06/2026

SMALL BUSINESS MONEY FIX | Why the deposit is smaller than the sale

A payment processor may send a net bank deposit after withholding processing fees or adjusting for refunds and chargebacks. That deposit alone may not tell the whole sales story.

Compare the settlement report with the customer payments, processor fees, refunds and the actual bank deposit. Keep the report with your records instead of guessing from the bank-feed amount.

Need help reconciling sales and payment processing? Book a free discovery conversation about our virtual bookkeeping services:
https://calendly.com/tanytaxfinancialservices/new-client-consultation-via-phone-clone?utm_source=facebook&utm_medium=organic_social&utm_campaign=fb_bookkeeping_30day&utm_content=20261105_processor_reconciliation

🚨 2027 HSA ALERT: TAX SAVINGS COME WITH A TRADE-OFFHSAs can offer valuable tax benefits—but a lower-premium plan may com...
11/05/2026

🚨 2027 HSA ALERT: TAX SAVINGS COME WITH A TRADE-OFF

HSAs can offer valuable tax benefits—but a lower-premium plan may come with higher out-of-pocket costs.

💰 2027 HSA CONTRIBUTION LIMITS

✅ Individual: $4,500
✅ Family: $9,000
✅ Age 55+: Additional $1,000 catch-up contribution

Your contribution limit is not the same as guaranteed tax savings. Benefits depend on your situation.

📌 KEY HSA BENEFITS

• Contributions may be tax-deductible
• Earnings can grow tax-free
• Qualified medical withdrawals are tax-free
• Unused funds generally roll over year after year

⚠️ THE TRADE-OFF

2027 HDHP thresholds include:

• Individual deductible: At least $1,750
• Family deductible: At least $3,500
• Individual out-of-pocket maximum: Up to $8,700
• Family out-of-pocket maximum: Up to $17,400

Lower premiums could mean higher costs when you need care.

🔎 COMPARE BEFORE ENROLLING:

✔️ Premiums
✔️ Deductible and out-of-pocket maximum
✔️ Prescription and specialist costs
✔️ Employer HSA contributions
✔️ Expected medical expenses
✔️ Potential tax savings

Disclaimer: These are federal thresholds and contribution limits—not guarantees of plan costs or tax savings. Marketplace eligibility rules may vary, so verify that your specific plan qualifies.

💬 Would you choose a higher deductible for potential tax savings? Comment HSA to learn more.

📲 Follow Tany Tax & Financial Services for tax and financial updates.

🌐 www.terrietany.com

📰 Source: CNBC, November 5, 2026
https://www.cnbc.com/amp/2026/11/05/hsa-health-plan-2027.html

11/05/2026

SMALL BUSINESS MONEY FIX | Vendor refunds

A credit from a supplier can be easy to mistake for new income. Match it to the original purchase or return, check the account affected, and keep the credit memo or refund receipt.

If the refund has no explanation in your books, identify what it corrected before choosing a category.

Follow for practical bookkeeping habits.

🚨 FLORIDA HOMEOWNERS: BIG PROPERTY TAX RELIEF IS COMING!Florida voters have approved Amendment 3, bringing significant c...
11/05/2026

🚨 FLORIDA HOMEOWNERS: BIG PROPERTY TAX RELIEF IS COMING!

Florida voters have approved Amendment 3, bringing significant changes to property taxes starting in 2027.

Here’s what’s changing:

🏠 2027: Up to $150,000 in qualifying homestead value exempt from non-school property taxes.

🏠 2028: The exemption increases to $250,000.

🏠 2029: The exemption begins adjusting for inflation.

The expanded exemption does not apply to school district property taxes, and eligibility rules differ for newer Florida residents.

Your actual savings will depend on your property’s assessed value, local tax rates, and eligibility.

Could this lower your property tax bill? Share your thoughts below.

11/05/2026

SMALL BUSINESS MONEY FIX: A payroll withdrawal is not the same as gross payroll.

Before month-end, compare the payroll register with your books: gross wages, employee withholdings, employer payroll taxes, and net pay each have a different role.

If one number does not match, check the supporting payroll reports before posting an adjustment. Keep the documentation with your monthly close records.

Need help organizing payroll and bookkeeping reports? Book a discovery call to discuss your situation:
https://calendly.com/tanytaxfinancialservices/new-client-consultation-via-phone-clone?utm_source=facebook&utm_medium=organic_social&utm_campaign=fb_bookkeeping_30day&utm_content=20261104_20_payroll_close

General education only. Tany Tax & Financial Services |

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Altamonte Springs, FL

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm
Saturday 9am - 7pm

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