Executive Bookkeeping and Tax

01/08/2026

📢 Tax Season Update!
The IRS has officially announced the opening date for 2025 e-file submissions. Tax returns can begin being electronically filed starting Monday
January 26, 2026.
If you’re planning to file early, now is a great time to gather your documents, check your W-2s/1099s, and make sure everything is accurate.

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10/27/2023

Do you know the benefits of municipal bonds? Here is what you should know.

With the rise in interest rates, it is time once again to consider investment alternatives versus parking your money in a low interest savings account or in higher risk stocks. Here is a summary of the tax benefits of municipal bonds.

10/20/2023

Consider withdrawing money from tax-deferred retirement accounts as soon as you turn 59 to reduce future tax risk on your Social Security benefits.

A big surprise can occur when you see your Social Security Retirement Benefits being subject to income tax. This additional tax is often triggered by Retirement Account distributions. Are you prepared for this?

10/13/2023

$8,400 more of your income is subject to Social Security taxes in 2024. Here are the details.

2024 Cost-of-Living Adjustment (COLA) changes are here. This is what you need to know.

10/06/2023

You can start receiving Social Security benefits when you turn 62, but you can give yourself a raise of 8% per year if you put it off.

When you decide to start taking your Social Security Benefit can have a big impact on the monthly amount you receive. Plan now to maximize your payments.

10/04/2023

The IRS is NOT always right. Here are tips to help defend yourself in an audit. Plus great tips from recent tax court cases!

Powerful. Always right. Intimidating. These are some of the descriptions used to describe our nation's tax collection agency, the IRS. But believe it or not, the IRS is wrong more often than you think. In this month's newsletter, read about several recent tax court cases, including one where the IRS...

09/29/2023

Take advantage of all tax-free ideas. Many of them come from your employer. Here are a few to consider.

Not everything is taxed. This is especially true of many employee benefits. Here is what you should know.

09/22/2023

Here's an area of the tax code that surprises many with a larger tax bill.

Too many taxpayers using a home office or having rental property are surprised by their tax bill when they sell their property. A little understood area of the tax code called depreciation recapture is often the culprit.

09/15/2023

Did you know that business meals are deductible but business entertainment isn't? Make sure you keep a detailed expense log distinguishing the two.

If you own your own business, are self-employed or run a side business, can you deduct the cost of client meals? The answer is not so clear after the passage of the Tax Cuts and Jobs Act. Here are some tips to stay on the right side of the new rules.

09/08/2023

Reminder: 3Q estimated taxes are due Friday, September 15. Here are some things to consider.

If you have not already done so, please plan to make your third quarter estimated tax payment. The due date is Friday, September 15th.

09/06/2023

With rising interest rates, the art of 0% financing is making a comeback. But buyer beware! Here is what you need to know.

With interest rates continuing to increase, what could be better than making a purchase with 0% interest? In reality, financing a purchase with a 0% interest rate may be more trouble than it’s worth, as we explain in this month’s newsletter. Also discover the hidden tax benefits of ownin...

09/01/2023

Understanding unearned income can be a great benefit in reducing your taxable income, but only if you understand what it is.

What's in a name? If it is defining different types of income, it can mean more income tax obligations. Here are some things to know.