Weir CPA, PLLC

09/27/2026

Have stock options or RSUs through work? Don't let tax season surprise you. 📈

Equity compensation can be a great perk, but the tax rules are tricky:

✅ RSUs are taxed as income when they vest, even if you don't sell

✅ Stock options can trigger income tax or AMT when you exercise, depending on the type

✅ When you sell can change how much you owe

Your employer may not withhold enough, and a few timing decisions can cost (or save) you thousands.

⚠️ Watch your 1099-B: brokers often report a cost basis of zero (or too low) on shares from RSUs, options, or ESPP, leaving out income already taxed on your W-2. If it isn't corrected on your return, you pay tax twice on the same money.

A CPA can help you plan ahead, avoid surprise bills, and make sure your basis is reported correctly.

I'm now helping clients in the Rochester area. Send me a message if you'd like to talk it through! 💬

09/19/2026

Uncovering the truth in the numbers.

I'm a CPA in Rochester, NY, offering forensic accounting services — helping businesses, attorneys, and individuals uncover fraud, trace hidden assets, and get clarity for litigation, disputes, or financial peace of mind.

My background includes 26 years as an FBI agent, where I built a career on careful analysis and attention to detail. That same rigor now shapes how I approach every engagement.

If your numbers don't add up, let's find out why.

📍 Serving Rochester, NY and beyond

This practice is independent of and unaffiliated with any current public sector employment.

09/13/2026

⏰ Filed a Tax Extension? Your Deadline Is October 15

If you requested an extension on your personal tax return this year, time is running out — your final filing deadline is October 15.

Whether you've been putting it off or just need a second set of eyes before you submit, Weir CPA can help you file accurately and on time. Don't risk penalties and interest on a return that's almost done.

📍 Serving Rochester and the surrounding area

📩 Reach out this week — let's get it finished

09/05/2026

Small business owners: what would a second set of trained eyes catch in your books?

Before I became a CPA, I spent 26 years as an FBI agent, along with a career in public-sector oversight and accountability work — the kind of background that trains you to spot when numbers don’t add up and document things so they hold up under scrutiny.

A CPA who partners with you all year isn’t just someone who files your taxes once a year. A good CPA:

✅ Catches discrepancies before they become bigger problems — the same instinct that comes from years of investigative work

✅ Keeps you compliant so a small mistake doesn’t become a big penalty

✅ Spots cash flow issues before they become crises

✅ Finds deductions and credits you didn’t know existed

✅ Gives you real numbers to make real decisions — pricing, hiring, expansion

✅ Frees up your time to do what you actually started your business to do

Too many owners wait until tax season — or worse, an audit — to build that relationship. By then, you’re playing defense instead of building a strategy together.

I’m building my practice because small business owners deserve financial guidance they can trust — the same standard of accountability I’ve held myself to throughout my career in public service.

If you’re a small business owner still handling the books solo, send me a DM and I’ll set up a free 15-minute conversation.

08/29/2026

📢 Tax Extension Deadline Alert: October 15 is almost here!

If you requested a filing extension back in April, your final deadline to submit your tax return is October 15. Here’s how to make sure you’re ready:

1️⃣ Collect your documents — W-2s, 1099s, receipts for deductions, and records of any estimated tax payments you already made.

2️⃣ Review for accuracy — Double check income, deductions, and credits so nothing gets missed.

3️⃣ Know what you owe (if anything) — Remember, an extension gives you more time to file, not more time to pay. Interest and penalties may already be accruing if you owe money.

4️⃣ File electronically — E-filing is faster, more accurate, and gets your refund to you sooner if you’re owed one.

5️⃣ Work with a professional — If your return is complex, a CPA or tax preparer can help you avoid costly mistakes before time runs out.
Mark your calendar and get your documents in order now — October 15 will be here before you know it! 🗓️

08/16/2026

If your bookkeeping feels like a mess right now, you’re not alone. Here are 5 mistakes I see all the time (and how to fix them):

1. Mixing personal and business expenses. I get it — one card is easier. But it makes tax season painful and can actually put your liability protection at risk if you’re an LLC or corporation.

2. Ignoring your books until tax time. If you’re only looking at your numbers once a year, you’re flying blind. Even a quick monthly check-in makes a huge difference.

3. Treating sales tax like it’s yours to spend. That money belongs to the state, not your business. Spending it as revenue is one of the easiest ways to end up with a bill you weren’t expecting.

4. Getting contractor vs. employee status wrong. This one can be expensive — back payroll taxes, penalties, interest. If you’re not sure which one applies, ask before you pay someone.

5. Having no real system for receipts. “I’ll remember” doesn’t count as a system, and neither does a shoebox. Pick one place (an app, a folder, anything) and stick with it.

Which one of these is you? Tell me in the comments — happy to help point you in the right direction.

04/03/2026

If you’re not ready to file your tax return, filing an extension is one of the smartest moves you can make.

An extension:
✅ Prevents late-filing penalties
✅ Gives you until October 15 to file accurately
✅ Reduces stress and rushed mistakes

Important reminder: An extension gives you more time to file — not more time to pay. If you expect to owe, send a payment with the extension to avoid interest and penalties.

Filing an extension takes just a few minutes and can save you a lot of money and headaches later.

If you’re unsure whether you should file one, reach out before April 15.

01/11/2026

Business owners—March 15 is the deadline to file partnership and S corporation tax returns (or request an extension).

If you haven’t submitted your tax information yet, now is the time to avoid penalties and interest.

👉 Call, message, or visit us today to get your return filed or extended on time:
🌐 www.tweircpa.com

✔️ Accurate
✔️ Timely
✔️ Trusted

01/10/2026

A good tool for clients to make payments and stay updated on their federal tax obligations. Stay informed!

As the 2026 tax season approaches, now is the perfect time to set up an Online Account. The tool allows you to access your tax information, make payments, review notices and more.

Visit www.irs.gov/account to create your Online Account today.

12/28/2025

Sound guidance to consider for the New Year!

90% of investors lose money mainly because of behavior, not lack of opportunity. Here are the real reasons 👇

Financial Accounting

🔴 1. Lack of Knowledge
Most investors jump in without understanding:
How markets work
Risk management
Asset classes
They rely on rumors instead of strategy.

🔴 2. Emotional Decisions
Fear and greed destroy portfolios:
Buying when prices are high (greed)
Selling when prices fall (fear)
Markets reward patience, not emotions.

🔴 3. No Clear Plan
Many invest without:
Goals
Time horizon
Exit strategy
Without a plan, losses are almost guaranteed.

🔴 4. Overtrading
Frequent buying and selling leads to:
High transaction costs
Poor timing
Increased losses
More activity ≠ more profit.

🔴 5. Chasing Quick Riches
Investors chase:
“Hot tips”
Social media hype
Get-rich-quick schemes
Real wealth is slow and boring.

🔴 6. Poor Risk Management
Common mistakes:
Putting all money in one investment
No diversification
Ignoring stop-loss rules
One bad move can wipe everything out.

🔴 7. Short-Term Thinking
Wealth is built long-term, but most:
Want fast profits
Quit after small losses
The market rewards consistency, not impatience.

🟢 Why the 10% Win
Successful investors:
Learn continuously
Control emotions
Follow a strategy
Think long-term
Simple truth:

📉 Most people lose money because they act like gamblers.
📈 The few who win act like business owners.