Kelley Tax Advisors LLC

02/07/2026

Friendly reminder: Required Minimum Distributions (RMDs) from a 401(k) or IRA currently begin at age 73. Starting in 2033, that age increases to 75.

Some people still think it is 70.5 but it is not.

Keeping these requirements in mind while planning for retirement can make your tax preparation much easier.

📍Follow for more helpful insights like this.

02/03/2026

Just having a little fun at the office.

Go to ChatGPT and use this prompt:

“Create a caricature of me and my job based on everything you know about me.”

02/03/2026

This is amazing!

📢 New Payment Flexibility Coming to QuickBooks — What It Means for Small Businesses

Intuit has announced a multi-year partnership with Affirm to integrate Buy Now, Pay Later (BNPL) functionality directly into QuickBooks Payments, giving small and mid-market businesses a powerful new way to manage cash flow and get paid faster. 

💡 What’s changing:
✔ Businesses using QuickBooks Payments will soon be able to offer customers flexible, pay-over-time options through Affirm.
✔ You receive full payment upfront, while your customers enjoy payment plans, including options with 0% APR and no hidden fees.
✔ Affirm handles approval and repayment, so you don’t have to chase payments or manage financing details. 

📈 Why this matters:
Many small businesses are burdened by unpaid invoices and slow receivables. This new capability can help you:
• Boost sales and conversion rates by offering flexible payment options.
• Improve cash flow with payments upfront.
• Expand your customer base by making your services more affordable. 

At Kelley Tax Advisors, we’re always watching updates like this that can impact your financial operations. If you’re considering how new payment solutions might fit into your business strategy—or want help maximizing your cash flow—let’s talk!

📲 Send us a message or comment below to learn more.

Intuit partners with Affirm to add BNPL to QuickBooks Payments, helping small businesses get paid faster and cut unpaid invoices—learn who’s eligible and...

01/19/2026

We’re back. New energy. Same mission ✨

We’re ready to help you keep more of your money 💼

Kelley Tax Advisors, LLC is here for individuals and businesses who want tax clarity—not confusion.