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The Pierson Firm: Better Answers, Better Advice, A Personal Touch to Tax & Accounting
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What's New
Important Dates & Deadlines
Tax Planning Season is Underway!
Plan now. Save more later.
The One Big Beautiful Bill has benefits for many tax payers.
Book a planning consultation and let us share the many changes and opportunities available.
December 31, 2025: Required minimum distributions (RMD) has to be taken for individuals age 73 or older.
January 15, 2026: 4th Quarter estimated tax payment is due.
February 2, 2026: Employer deadline to send W-2 and 1099 forms.
Fun Facts
Each month this space will include something new, fun or interesting for you to enjoy, ponder and share.
This month, we explore:
The Story of Black Friday
The story of "Black Friday" has a few different layers, here’s a breakdown of the history and evolution of the term. . .
Historical Precursor (1869): A Financial Crisis
The term "Black Friday" was first used historically on September 24, 1869, to describe a catastrophic. . .
TPF TIPS Newsletter
TPF TIPS Newsletter
ISSUE-22-OCTOBER 2025-INDIVIDUAL TAX PLANNING PLAYBOOK-CRAFTING A FINANCIAL FUTURE
As we hinted in last month’s issue covering the Business Tax Planning Playbook (check it out here: https://thepiersonfirm.com/tpf-tips) this month’s edition is focused on individuals – because we thoroughly enjoy helping all our clients craft a financial future they can have confidence in.
Planning Matters
Whether you are a business or an individual, planning matters. . .
SERVICE TO OUR COMMUNITY
Our family-owned firm has been serving the community for over 30 years. Our team includes experienced CPAs and dedicated support staff to provide a wide-range of professional services.
CLIENT SERVICES
Planning, Preparation & Representation
- Tax: Personal, Business, International, Charitable, Foundation, Nonprofit
- FBAR: Foreign Bank & Financial Account Filing
- IRS Representation: Let us help!
- Preparation: All 50 States and U.S. Territories
Business Operations
- Bookkeeping & General Ledger: Monthly/Quarterly/Annually
- Payroll & Sales Tax
- Accounting: Quickbooks and a wide array of other systems and platforms
- Financial Statement, Preparation & Presentation
Advisory
- Consulting Services: For Informed Decisions
- Estate & Trust: Future Planning
- Business Registration: Formation, Set up and Review for State & Federal requirements
- Financial Review & Compilation