Affinity Accounting & Tax

08/07/2026

Time to plan for new contribution levels for your health savings account. Find the 2026 limits here.

Contribution limits for the ever-popular health savings account (HSA) are outlined for 2026. Now is a great time to review your situation and make adjustments as appropriate.

08/06/2026

💙 EA Education Wednesday

Think only CPAs can represent you before the IRS? Think again.

Enrolled Agents (EAs) are federally licensed tax professionals who have unlimited representation rights before the IRS. That means we can represent individuals and businesses during audits, collections, appeals, and other IRS matters.

The biggest difference? Taxes are what we do.

Whether you need help resolving an IRS notice, planning ahead to lower your tax bill, or preparing your tax return, an Enrolled Agent has the expertise to help.

At Affinity Accounting & Tax, we're proud to be an Enrolled Agent firm committed to providing year-round tax expertise, not just during tax season.

💬 Have a tax question? Drop it in the comments or send us a message!

08/05/2026

Tax savings come in all shapes and sizes. Here are some life events that require your attention if you do not wish to have a tax surprise latter on during the year.

Sometimes the biggest financial opportunities come from paying attention to the details. In this issue, we highlight the details of several tax rules that can impact many of your life's important milestones. You'll also find an overview of the increased business mileage rates for the second half of....

07/31/2026

Before school gets going this fall, check out these school expenses that might help you decrease your tax bill.

Time to buy school supplies? Pay for field trips? Is any of this tax deductible? Here are some ideas to find a tax break in the back-to-school rush.

07/30/2026

💙 EA Education Wednesday

Did you know? An Enrolled Agent (EA) is the highest credential awarded by the IRS for tax professionals.

Unlike many tax preparers, Enrolled Agents:
✔️ Specialize exclusively in taxation
✔️ Complete rigorous IRS testing or qualifying experience
✔️ Complete continuing education every year
✔️ Can represent taxpayers before the IRS in all 50 states

When it comes to tax planning, IRS notices, or preparing your return, working with an EA means you're partnering with a federally licensed tax expert.

At Affinity Accounting & Tax, we're proud to be an Enrolled Agent firm dedicated to helping individuals and small businesses make confident tax decisions.

07/24/2026

If you're age 70 or older, you can transfer up to $100,000 (or a total of $200,000 for joint filers) directly from your IRA to a qualified charitable organization without paying any tax.

Even though the higher standard deduction limits make charitable deductions harder to find, there are still great options to find tax breaks within your charitable giving. Here are some great tips.

07/22/2026

💙 EA Education Wednesday

Did you know? Not every tax preparer is licensed.

Many people assume that anyone preparing tax returns is a licensed tax professional, but that's not always the case.

Enrolled Agents (EAs) are federally licensed by the IRS and are required to complete continuing education to maintain their credential and stay current on ever-changing tax laws.

When choosing someone to prepare your tax return, don't be afraid to ask:
✔️ Are you licensed?
✔️ What professional credentials do you hold?
✔️ How do you stay current on tax law changes?

At Affinity Accounting & Tax, we're proud to be an IRS-licensed Enrolled Agent firm committed to ongoing education, ethical standards, and helping our clients make informed tax decisions.

💙 Your tax professional should be as committed to learning as they are to serving you.

07/08/2026

💍 **Just Married? Don’t Forget About the Tax Changes!**

Marriage is an exciting milestone, but it can also change your tax situation. A few simple updates now can help prevent surprises and make next tax season much smoother.

Here are a few tax tips for newlyweds:

✨ **Update your name with Social Security**
If either spouse changed their name, make sure the change is reported to the Social Security Administration before filing a tax return. Your tax return should match Social Security records to help avoid processing delays.

🏡 **Update your address**
Moved after the wedding? Be sure to update your address with your employer, financial institutions, the post office, and the IRS when applicable. IRS Form 8822 can be used to officially update your mailing address with the IRS.

💰 **Review your paycheck withholding**
Marriage can change how much tax you owe. If both spouses work, your combined income may create a different tax outcome than expected. Review your Forms W-4 and consider adjusting withholding before year-end rather than waiting for a surprise at tax time.

📄 **Understand your filing status**
Your marital status on December 31 generally determines your filing status for the entire tax year. Married couples typically choose between Married Filing Jointly and Married Filing Separately. Filing jointly is often beneficial, however, the best option depends on your specific tax situation.

🗂️ **Keep tax documents organized**
Start keeping W-2s, 1099s, prior-year tax returns, and other important tax documents together. Good organization can make tax preparation much easier and help ensure income and deductions aren’t missed.

🔍 **Review credits and deductions**
Marriage can affect eligibility for certain tax credits and deductions. Some benefits may increase, decrease, or phase out based on your combined income.

💡 **Affinity Tax Tip:** Don’t wait until tax season to find out how marriage affected your taxes. A mid-year withholding review or tax projection can help identify potential issues while there’s still time to make adjustments.

**Affinity Accounting & Tax**
Tax Preparation • Tax Planning • Bookkeeping • Payroll

General information only. Tax situations vary based on individual circumstances.

Call now to connect with business.

07/01/2026

Side hustle income, tax tips, smarter food budgeting, and the growing trend of unplugging from screens. This month's insights can help you keep more money and spend more time on what matters.

Many Americans are taking on side hustles and part-time jobs to boost their income. While earning extra money can help pay for vacations or provide a financial cushion for your family, it can also increase your tax bill. In this month's newsletter, learn how additional income may affect your tax sit...

05/06/2026

Want a lower tax bill? Your tax planning needs to start now!

With so much uncertainty in the economy, the tendency is to step back and wait until things settle down. On the other hand the early bird catches the worm. Now is a great time to be thinking about steps to reduce your tax obligations, both this year and into the future. This month an article is pres...