Books by Bonnie

Your one stop accounting shop for small business owners!

Tax Planning
Tax Preparation - Individual + Business Returns
Full Service Bookkeeping - Account Reconciliation, Financial Statements, Payroll Management, Sales Tax, & More

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!).

01/22/2026

Straight from the IRS, here are three *proven* ways to get your refund faster in 2026! ↓

💸 E-file your return. We're in the 21st century; this one should be a no-brainer.

💸 Opt for direct deposit (aka get your refund sent straight to your bank account).

💸 Avoid errors (like a typo on your SSN or missing information).

If you don't have all the information you need to file your return, WAIT. 🖐️

I know you want your refund as soon as possible, but there's no point in filing until you can file a complete + accurate return.

And if you don't want to worry about making errors that'll delay your refund, let me take care of filing your taxes for you!

01/20/2026

The IRS released the inflation-adjusted 2026 standard deductions, and here's what you need to know: ↓

💰 If your filing status is single OR married filing separately, your standard deduction is $16,100.

💰 If your filing status is married filing jointly OR surviving spouse, your standard deduction is $32,200.

💰 If your filing status is head of household, your standard deduction is $24,150.

So, what does this amount *actually* mean for you?

If you take the standard deduction, this amount is automatically deducted from your taxable income (aka it lowers your taxes).

But wait... there's more!

Certain taxpayers (like those who are 65+ or legally blind) can qualify for extra standard deduction amounts.

Follow so you don't miss any 2026 tax updates!

01/19/2026

Not to go all Game of Thrones on you... But tax season is coming! 👀

📆 The IRS will officially start accepting returns on 26 January, but that doesn't mean you should wait 'til then to worry about your taxes.

W-2s and 1099s will start hitting your mailbox a little later this month, and if you own a business, it's time to finish up your 2025 bookkeeping. 📚

Already know you're going to need tax help this year?

The earlier you let me know, the sooner your return can get filed (and the sooner a refund, if you're getting one, hits your account). 💸

Click the link in my bio to book a free discovery call to see if we're a good fit!

01/15/2026

It's officially time to take down your Christmas lights, put away those ornaments, and pay your Q4 estimated tax payment by Monday, January 15th! 📆

These are your "pay-as-you-go" tax payments that you most likely need to make if you're self-employed or earn other taxable income that isn't being withheld.

How much do you pay? ↓

Ask your tax accountant for estimated tax vouchers that show your recommended quarterly payment based on safe harbor rules (aka the amount to pay to avoid penalties + interest). 💸

Okay, okay, and *how* do you pay?

→ IRS Direct Pay
→ IRS Online Account
→ IRS2Go App
→ Mail a check with your Form 1040-ES voucher*

P.S. Keep records of exactly how much you pay in estimated taxes; your tax accountant needs this to prepare your return accurately. ✍️

*If you pay by check, your payment must be postmarked by the due date to not be considered late.

01/05/2026

Here's what you *really* need as you begin prepping for tax season:

→ A secure place to save ALL of your tax documents (I use a folder in my Google Drive titled "2025 Taxes")

→ Your login for your IRS Online account (and logins for other institutions like your bank or payroll system)

→ Documentation of ALL your income + relevant expenses for the year (ask your tax accountant if you aren't sure what all they need)

→ Calendar reminders of all upcoming deadlines (1099s / W-2s, estimated tax payments, due dates + extended due dates)

→ A great tax accountant (I justttt might happen to know one who specializes in helping people save on taxes 🤭)

Want to thrive instead of just *survive* this tax season? Click the link in my bio! 🖥️

Address

Colleyville, TX

Telephone

+18176015344

Website

http://booksbybonniellc.com/

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