Tag: tax
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Why Filing Season Is Too Late for Tax Planning
Many business owners believe filing on time protects them. In reality, tax exposure is created months earlier through everyday decisions. By filing season, most corrective options are gone. Early advisory review helps identify risk while action is still possible.
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Filing a Tax Return Is Not the Same as Preparing One
Many taxpayers confuse filing with preparation. Filing reports results, preparation determines them. This article explains why delaying preparation increases risk, how the IRS evaluates returns, and why proactive review matters for business owners, high-income earners, and taxpayers with growing financial complexity.
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Year-End Tax Preparation Sets Your 2026 Outcome
Year-end tax preparation determines much of your 2026 tax outcome before returns are filed. For business owners and high-income taxpayers, early review helps correct reporting issues, reconcile records, and address estimated tax exposure. Acting before December 31 reduces surprises, penalties, and the risk of IRS notices.
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Tax Scams Increase During Filing Season & How Serious Taxpayers Protect Themselves
Tax scams rely on urgency and confusion. High-income individuals and business owners should validate all IRS contact before responding, especially during filing season when legitimate activity and fraud often overlap.
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Why High-Income Tax Planning Fails Without Strategy
For high-income individuals and business owners, tax planning must be continuous. Waiting until filing season limits options and increases exposure that could have been prevented earlier in the year.
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What “Year-End Tax Planning” Really Means in 2025
True year-end tax planning happens before December 31. For high-income individuals and $1M+ businesses, decisions made now often determine outcomes long before filing season begins.
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IRS Tax Tip 2025-70 What Taxpayers Must Do Now
IRS Tax Tip 2025-70 urges taxpayers to prepare now for the 2026 filing season. With new reporting requirements and expanded deductions, early planning is critical. Steve Perry, EA helps individuals and businesses organize records, avoid IRS notices, and file accurately while maximizing every available tax benefit.
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The IRS Knows Before You Do: 7 Tax Surprises
IRS automation and data matching mean tax problems surface faster than ever. This blog explains seven common surprises impacting 2026 tax returns and why proactive planning matters. Steve Perry, EA helps taxpayers respond to IRS notices, prevent penalties, and regain control before issues escalate.
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Fake Refund Promises vs Real IRS Letters
Fake stimulus offers and tariff dividend scams are surging while real IRS notices increase. Small businesses face real financial danger. This guide explains how to tell the difference, how to protect accounts, and how expert representation from Steve Perry can stop penalties, fear, and costly mistakes before they spread.
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OBBBA Tax Planning for Small Business 2025-2026
The One Big Beautiful Bill Act creates a powerful tax planning window for small businesses. With strategic QBI optimization, entity structuring, and targeted Section 179 and bonus depreciation choices, owners can save thousands. Acting before 2026 is critical, and expert guidance ensures nothing is missed.
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