Tax Strategies USA

12/24/2025

12/09/2025

When you involve your family in business, you can witness your children developing innovative ideas and contributing to the company's growth. This not only helps you build a business for yourself, but also creates a lasting legacy for future generations. One effective approach is to hold a board of directors meeting, which can also provide a tax write-off. Here are some photos from our latest board meeting.

10/30/2025

Watch out for a scam email that may read, ‘Notification of IRS Audit & Investigation.’ The email may direct you to download a “secure” file (in some cases via sites like Cognito Forms) and submit documentation, but in fact the link leads to a fraudulent site that may steal your data or install malware. For more info on phishing scams, go to www.IRS.gov/phishing

10/15/2025

Today, I helped my client reduce their tax liability by $450,000. DM me to help build your wealth by saving money in taxes 💰

10/08/2025

📣 URGENT TAX UPDATE: IRS Operations During the 2025 Government Shutdown

If you filed a 2024 tax extension, the October 15th deadline is still in effect, even with the current government shutdown. Here’s what you need to know about the IRS's updated operations as of October 8, 2025:

⚠️ What's Still OPEN & Critical for Taxpayers:
The tax law hasn't changed! File and pay as usual to avoid penalties.

📅 Deadline Remains Oct. 15th: File your extended 2024 tax return by the deadline. It will NOT be extended due to the shutdown.

💻 E-Filing is CRITICAL: Most e-filed returns are still being processed as normal. File electronically to ensure the fastest processing.

💸 Tax Refunds Are Still Issued: Refunds are continuing, but choose Direct Deposit to avoid significant delays that will affect paper checks.

💰 Tax Payments: You must still pay any taxes owed by the deadline. Electronic payments are the most reliable option.

🔗 Online Tools Available: Automated services like "Where's My Refund?", transcript access, and the IRS Online Account are still operational.

🚨 Penalties & Interest Accrue: Interest and penalties on unpaid taxes will continue to accrue during the shutdown.

🚫 What is Affected & Closed (Expect Delays):
The IRS has furloughed approximately half its employees, and most non-essential operations are closed.

📞 Live Phone Support: IRS phone lines and helplines are largely unavailable or have extremely limited service.

📦 Paper Returns & Mail: Processing of paper tax returns and all correspondence is SUSPENDED. If you file on paper, your return will not be processed until the shutdown ends.

👤 In-Person Help: Taxpayer Assistance Centers (TACs) may be closed or operate on a reduced schedule.

🔎 Audits & Enforcement: Most audit and enforcement actions are paused.

📝 Tax-Exempt Applications: Applications for tax-exempt organizations may be significantly delayed.

✅ Action Steps to Take NOW:
E-File your return and pay electronically before the October 15th deadline.

If due a refund, choose Direct Deposit.

If you receive an IRS notice, still follow the instructions carefully, even with expected delays in a response.

Stay informed and file with confidence. Share this post to help others meet the deadline!

10/06/2025

🤯 The First Paycheck Shock is REAL! 🤯

Just had a classic coming-of-age moment at our house! My teenage son got his very first paycheck from his new part-time job. He came home holding the stub with a look of pure bewilderment and said:

"Mom, I worked so hard! Why are F**A and FUTA taking all my money?!"

Cue the "Welcome to Adulthood" speech! 😅

I had to explain that F**A (Federal Insurance Contributions Act) is for Social Security and Medicare, basically a shared contribution to a safety net for future retirement and healthcare. And FUTA (Federal Unemployment Tax Act) is paid by the employer (so not even coming out of his check, but still a cost of employment!) to fund unemployment benefits for people who lose their jobs.

It was a tough pill to swallow seeing his gross pay shrink down to net pay, but it's a huge lesson in how our working world operates.

Has your child (or have YOU) ever had a moment of "paycheck shock"? What was the hardest part of payroll taxes for you to understand when you first started working?

Let's share our stories of those early financial awakenings! 👇

**A

10/05/2025

STOP SCROLLING: Are you a freelancer or small business owner? It’s time to turn that “vacation” into a legitimate business expense. 🏖️💼

This is called mixing Business and Pleasure, and the IRS has rules! You can deduct the travel costs (like your airfare and hotel) if the primary purpose of your trip is business.

🔑 THE 3 RULES:

1. Primary Purpose: The main reason for the trip must be business-related (conference, client meetings, industry research).

2. Majority Rule: You must spend more than 50% of your days on business activities (travel days count!).

3. Document: Keep ALL receipts, meeting agendas, and notes. Prove your business purpose.

⚠️ Disclaimer: Your spouse’s flight and that sightseeing tour? Still personal! You must only deduct the business portion. Follow my page to learn more tax saving strategies.

Do you have any “business trips” planned? Tell me where you’re going! 👇

10/04/2025

After helping small businesses thrive with Balance Your Books, I am excited to announce the launch of Tax Strategies USA! The aim is to reduce tax burdens and build wealth through advanced strategies. To celebrate, I'm offering 3 free tax assessments but spots are limited! Message me to claim yours.

10/03/2025

Stop leaving money on the table! 🛑 Did you know the IRS actually wants you to have a Board of Directors and hold regular meetings as a business owner? It’s not just a formality—it’s a key to some serious tax write-offs!
Want to officially start writing off those board meetings? Ask me how! 👇
I’ve got tons more strategies to help you save money on taxes. Follow my page now so you don’t miss out!

10/01/2025

You only have two months left to save money on 2025 taxes. This can put money back in your pocket from Uncle Sam. DM me to learn how.

09/30/2025

Fall can be a busy time of year for many of us. Your online account is one way you can get things done on your schedule. View digital copies of notices, schedule or cancel future payments, revise your current payment plan and more.

Create your account today at www.irs.gov/OLA

09/26/2025

What a great way to start my mini-vacation weekend! I helped my HVAC client save $750,000 in taxes today.