Sereniti Kotera - Strive Tax Group

02/19/2026

Chase what you’re talents are - not your dreams. You were given gifts - develop them!

01/13/2026

Now that we know that tax season starts on January 26, 2026, here's when you can expect your tax refund this year.

This also assumes you're not subject to the PATH Act, which will delay things.

If you’re interested in into click here: https://www.cognitoforms.com/StriveTaxGroup/STRIVETAXGROUPINTERESTFORM

If you’re ready to get things rolling and upload identification and docs, click here: https://www.cognitoforms.com/StriveTaxGroup/ClientIntakeForm

Sereniti Kotera

01/07/2026

We don’t jump straight into intakes.
We start with interest.

Our Client Interest Form is how you raise your hand to work with Strive Tax Group. From there, we review, follow up, and invite you into our intake process if it’s a good fit.

If you’re serious about your taxes this year, fill out the interest form now.

10/06/2025

Excellent tip for lowering your tax bill - a legitimate business!
👀…..👀

https://www.instagram.com/reel/DMqb0zRAuht/?igsh=MThobjdrenVkbW5ueQ==

09/01/2025

At Strive Tax Group, we know how hard you work all year long juggling building businesses, providing for families, and keeping the economy moving. This Labor Day, we honor YOU. Thank you for your dedication and drive!

09/01/2025

IRS Interest Rates – October through December 2025
The IRS has announced that interest rates will remain unchanged for the calendar quarter beginning October 1, 2025.
• Individuals: 7% for both overpayments and underpayments (compounded daily)
• Corporations: 6% for overpayments (4.5% if over $10,000), 7% for underpayments, and 9% for large corporate underpayments

These rates are set quarterly, based on the federal short-term rate, and are detailed in Revenue Ruling 2025-18 (IRB 2025-37, dated September 8, 2025).

If you have a balance due or are expecting a refund, knowing these rates can help you plan. Contact Strive Tax Group for strategies to reduce tax burdens and avoid costly interest.

08/27/2025

Tax Tip: How long should you keep your records?

Most returns: 3 years

If income is underreported (25%+): 6 years

No return or fraudulent return: No limit

Refund claims: 3 years or 2 years after payment

Bad debt/worthless securities: 7 years

Strive Tax Group recommends keeping records for at least 7 years to stay safe in case of an IRS audit.

Have questions about returns you have filed? Give us a call today!

Sereniti Kotera

03/28/2025

Still need to file?! Don’t wait! April 15th is the deadline!! *CC to Book Appt or fill out form below to continue virtually!

📋 CLIENT INTAKE FORM - https://www.cognitoforms.com/StriveTaxGroup/ClientIntakeForm

03/24/2025

Alimony & Taxes: What You Need to Know!

If alimony is part of your finances, it’s important to understand how it impacts your taxes. The rules depend on when your divorce or separation agreement was finalized:

🔹 Agreements Finalized BEFORE 2019:
✅ If You Pay Alimony: You can deduct it on your tax return.
✅ If You Receive Alimony: It’s taxable income, so you must report it.

🔹 Agreements Finalized AFTER 2018:
❌ If You Pay Alimony: It’s no longer deductible.
❌ If You Receive Alimony: You don’t have to report it as income.
What Qualifies as Alimony?

✔️ Payments must be part of a legally binding agreement.
✔️ Must be made in cash, checks, or money orders (not goods or services).
✔️ You and your ex cannot live in the same household when payments are made.

🚨 Alimony vs. Child Support:
💡 Child support is NOT taxable or deductible—don’t mix it up with alimony when filing your taxes!

03/21/2025

Reconstructing Your Expenses for Tax Filing 📝💰

Lost receipts? Forgot to track some business expenses? No worries! You can reconstruct your expenses to ensure you claim every deduction you deserve. Here’s how:

✅ Bank & Credit Card Statements – Review transactions to identify business-related purchases.
✅ Digital Receipts & Emails – Check for invoices, online orders, and subscription payments.
✅ Vendor Records – Reach out to suppliers for copies of missing receipts.
✅ Mileage Logs – If you forgot to track business miles, use past appointments, GPS history, or calendar events to estimate.
✅ Prior Tax Returns – Compare last year’s expenses to identify missing deductions.
✅ Written Estimates – If you paid in cash and lost receipts, document the expense with details like date, amount, and purpose.

BOOK WITH ME NOW:

Have all personal info & tax documents. Arrive 10-15 before appt time. If you need off-site services, please contact me directly at 817-682-4069. Must have birth certificates and socials for dependents. Must have ID & SS for each taxpayer Have bank info ready to have your refund direct deposited!

03/19/2025

Lots of people ask me about write offs for their W-2 job. Let’s talk about why this is not allowed anymore.

Writing off unreimbursed employee expenses as a W-2 worker effectively ended with the Tax Cuts and Jobs Act (TCJA), which took effect in 2018.

What Changed?

Before TCJA, W-2 employees could deduct unreimbursed job-related expenses as miscellaneous itemized deductions if they exceeded 2% of adjusted gross income (AGI). These included:
• Union dues
• Work-related travel
• Job-related education
• Home office expenses (if required by the employer)
• Tools and supplies

Under TCJA, these deductions were eliminated for tax years 2018-2025.

Who Is Still Eligible to Deduct Work Expenses?
1. Self-Employed Individuals & Independent Contractors (1099 Workers) – They can still deduct business expenses on Schedule C.
2. Certain Employees in Specific Fields – Armed Forces reservists, performing artists, fee-based government officials, and people with impairment-related work expenses can still deduct job-related costs.

Unless the law changes, W-2 employees won’t be able to deduct work expenses again until after 2025 when TCJA provisions expire.