Tag: 2026 tax estimates

This is one question I love…not quick and not easy but so rewarding when we can help our clients and have an impact on their peace of mind. 😊 It’s June 12th and next week your 2026 estimate #2 is due 📅. We’ve held several client meetings this week; this blog post was inspired by them. Yes, they started with a discussion regarding year-to-date business operations 📊, our next tax…  Read more

Many tax outcomes are determined long before a return is prepared. By the time filing season arrives, most financial decisions affecting that year’s tax liability have already been finalized through hiring choices, compensation adjustments, investments, operational changes made months earlier, or NO tax planning or NO tax minimization strategy implementation. For businesses experiencing growth,  operational change, or just continuing on the same path, tax planning that occurs only once a…  Read more

Tis a few days before the 2026 tax deadline and all through the office… keyboards are clicking, phones are ringing, and our coffee maker is working overtime ☕.  Thank goodness my husband David brings in coffee and bagels in the morning then shows up around 1 PM with pizza, salads, gyros or Chinese food from our favorite Brooklyn eateries. Our team is busy finalizing tax returns, preparing extensions, requesting e-file…  Read more

Every week, we see more headlines about how AI can do everything — write emails, summarize books, create images, and even answer tax questions in seconds.  And yes… AI can be helpful.  But AI is NOT your CPA or trusted advisor. When it comes to tax law, context matters. Interpretation matters. Strategy matters. And most importantly… experience matters. 💼 AI is a Tool… Not a Decision-Maker 🔧 AI can scan…  Read more

As April 15th approaches, many taxpayers feel pressure to finalize their return — even when key information is still outstanding. The good news? Filing an extension can provide valuable breathing room without losing control of your tax position. An extension can give you additional time to file your 2025 tax return, while still allowing you to make a timely payment toward: any estimated balance due for 2025, and your first…  Read more