Tis A Few Days Before the 2026 Tax Deadline… and All Through the Office 📅💼

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

It’s Tax Planning Season; Let’s Not Say “I Wish I Had…”

I’m writing this blog post during the final days of my 2025 “after tax season vacation” at The Cliff Lodge at Snowbird, Utah.  The featured image was from taken from the balconey of my room before another “dump” of spring skiing powder❄❄❄🎿⛷🏂. It’s very beautiful and relaxing here but I know I’ll be shoulder deep in tax extensions and planning once I return home… Snowbird from my Balcony As we…  Read more

April 15th countdown⏱️: It’s Better & Cheaper 💰💲💲to Extend 🫷🏻than Amend ☺️

Here’s a life lesson; a life take-away (way more valuable than a weekly take-away):  It’s Better & Cheaper 💰💲💲to Extend 🫷🏻than Amend ☺️ The myths and truths about income tax extensions: Myth: a tax extension enables you to file AND pay the balance due later.(with no consequences) Truth: While a tax extension gives you more time to file your taxes, it does not extend the deadline for paying any tax due. When you submit your request…  Read more

Weekly Update – May 5th, 2023 – Happy Cinco de Mayo

Today, Cinco de Mayo actually marks the anniversary of the 1862 victory by Mexican troops over invading French forces at the Battle of Puebla. The triumph over the better equipped and more numerous French troops was an enormous emotional boost for the Mexican soldiers led by Gen. Ignacio Zaragoza. Today Mexican American’s  get together with friends and family to celebrate. Enjoy! Home sweet home! No matter how great a time we have, …  Read more

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