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October is the month we say:
Plan TODAY. Keep the IRS at Bay!
Items for Tax Planning:
- Deductible expenses
- Withholdings
- Retirement & HSA contributions
- Tip Income Compliance
- Crypto & Digital Transactions
Upcoming 2026 reminders:
December 31, 2026:
Last day to take Required Minimum
Distributions (RMDs).
January 15, 2027
Final (Q4) 2026 estimated tax due.
Late January 2027
Tax Season Officially Opens
Each month this space will include something new, fun or interesting for you to enjoy, ponder and share.
This month, we explore:
The Eerie Origins of Halloween
Halloween may seem like a holiday invented by candy companies, costume stores and people who enjoy putting eight-foot skeletons in their front yards.
However, its origins go back more than 2,000 years – long before fun-size candy bars, inflatable ghosts and houses that look like haunted theme parks.. . .
ISSUE 33-September 2026-Fall Is Here, and So Is The IRS!
Pumpkin spice, football season, an two (2) tax deadlines on the same day!
Welcome to September, the favorite month for CPAs and Tax Professionals and no one else.
Grab a coffee (or a pumpkin spice latte, we won’t judge) and let's fill you in on what’s happening.
The Two-for-One Deadline
Quick heads up before you even refill that coffee. . .

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