Books by Bonnie

07/23/2026

Don't forget these important tax deadlines due September 15, 2026:

- Third quarter estimated tax payment due for self employed individuals and business owners who make quarterly estimated tax payments.

- Extended tax return deadline for Partnerships (Form 1065) and S Corporations (Form 1120-S) that filed an extension.

Now is a great time to review your books, make sure your records are up to date, and prepare for the September 15 deadline.

Need help getting your books organized? Book a call using the link in our profile or comment "books" below to learn more about our bookkeeping services.

07/21/2026

I ask a LOT of questions.

Not because I'm trying to make things complicated—but because every answer helps me better understand your business.

The more I know, the better I can:
✅ Identify deductions you may have overlooked
✅ Spot potential issues before they become problems
✅ Help you understand your financials
✅ Prepare you for tax season instead of scrambling at the last minute

I truly believe bookkeeping and tax preparation are about so much more than filing forms. They're about helping business owners feel confident in their numbers all year long.

If you're looking for someone who takes the time to understand your business—not just prepare your return—I'd love to help.

📍 Serving small businesses and real estate investors throughout DFW.

Send a message to learn more

07/18/2026

The best part of owning my own business isn’t being my own boss.

It’s building something my kids get to see every day.

They’ve watched me work hard, solve problems, help business owners, and celebrate client wins. They also learn the value of hard work and help me in the office. Stuffing envelopes, cleaning up, and yes I've taught Charlie how to reconcile 🤣

One of the reasons I started Books by Bonnie was to create a business that gives me the flexibility to be present for my family while helping other business owners build successful companies of their own. Here's a pic of us at the World of Coca Cola during a family trip this week!

Whether I’m cleaning up a set of books, planning for tax season, or helping someone understand their financials, I never forget that behind every business is a family depending on it.

That’s what makes this work meaningful.

What’s one lesson your kids—or someone who inspired you—has taught you about work or leadership?

07/11/2026

Most business owners don’t need more spreadsheets—they need clarity. That’s exactly what good bookkeeping should give you.

04/13/2026

3 days! Are your taxes filed??
🫠📆📆📆

04/06/2026

Hoppy Easter 🐣 ✝️⛪️

02/18/2026

Great to mix and mingle with other local business owners!

01/28/2026

If you own a business, I guarantee you need to be familiar with at least *one* of these tax forms...

Hit SAVE to refer back to this post when your tax accountant starts asking for anything + everything related to your business this tax season!

01/27/2026

I know it sounds like I'm asking you for alphabet soup when I let you know which forms I need to file your return, but there are some EVERY taxpayer really *should* know.

Even if you aren't a tax accountant, know these:

✨ Form 1040: Your main tax return form! It’s where all your income, credits, and refund (or amount owed) are reported.

✨ Form W-2: From your employer, it shows your wages, taxes withheld, and benefits for the year.

✨ Form 1099-NEC: If you’re self-employed, this form reports your non-employee compensation for services you provided during the year.

✨ Form 1099-INT: From your bank/financial institution, this form shows the amount of interest you earned.

✨ Schedule A: Part of your Form 1040, this schedule details the amount of each of your itemized deductions (if applicable).

✨ Form 1095-A: Used to report information if you have insurance coverage through the Health Insurance Marketplace, your accountant will need this!

I'm accepting new clients for the 2026 filing season. Click the link in my bio to have me file your return for you! 🔗

01/25/2026

🤓 If you're interviewing tax accountants right now, make sure you ask these questions:

→ What's included in your tax preparation fee, and what services are add-ons?

Not every firm has all-inclusive pricing. If you have multiple businesses or income from multiple states, you'll want to understand *exactly* how much that's going to cost you. 💸

→ How do you prioritize tax returns, and how do you communicate the status of my return?

A lot of accountants work on a first-come, first-serve basis, but some are moving towards a scheduled return date. 📆

Getting expectations straight early can help you avoid frustration later on in tax season!

→ What kind of support do you offer after my return is filed?

In my opinion, *every* taxpayer needs more than just tax preparation. 👀

Ask about whether your accountant offers tax planning services, support for IRS + state notices, and one-off tax consulting meetings (spoiler: we do all three!).