Trinity Tax, LLC

05/28/2026

⚠️ Have you received a CP2000 Notice from the IRS? ⚠️

Many taxpayers are receiving CP2000 notices due to income reported on 1099-K forms from payment platforms like PayPal, Venmo, Cash App, and other similar apps.

The problem? 🚨
The IRS may assume all payments reported are taxable income when some transactions were actually personal — such as:
✔️ Sending money to friends or family
✔️ Reimbursements
✔️ Shared expenses
✔️ Personal transfers

❗Please do NOT ignore these notices.
It’s very important to respond and explain the transactions correctly to avoid unnecessary taxes, penalties, or further IRS issues.

If you received a CP2000 notice and need help understanding or responding to it, please call me to schedule a consultation. I’m here to help! 📞

05/26/2026

📊 Mid-Year Tax Check Up Time! 📊

July is a great time for a mid-year tax review. The first six months of the year will soon be behind us, and it is the perfect opportunity to look at your income, expenses, withholding, and estimated tax payments to see if any adjustments are needed for the remaining six months of the year.

A mid-year tax check up can help:
✔️ Avoid unexpected tax bills
✔️ Make sure withholding is on track
✔️ Review business income and deductions
✔️ Adjust estimated tax payments if needed
✔️ Plan ahead for major life or business changes

Tax planning isn’t just for year-end — being proactive now can help reduce stress and potentially save money later.

If you would like to schedule a mid-year tax review, now is the perfect time to set up your appointment! 📅💼
479-657-3458
Www.trinitytaxllc.com

05/25/2026

05/22/2026

✨️Meals Deductions✨️

Keeping up with new tax laws can be a challenge. One question I get asked very often is about the deductibility of business meals. 🍽️

Here's a great chart you can save and use as a guide.

05/18/2026

💡 A question I often hear is: “Why can’t I deduct all of my medical expenses on my tax return?”

The IRS does allow medical expenses as an itemized deduction, but there are important rules. 📝

✔️ Medical expenses are only deductible to the extent they exceed 7.5% of your adjusted gross income (AGI).

Example:
If your AGI is $80,000, the first $6,000 of medical expenses is not deductible.

$80,000 × 7.5% = $6,000

If you had $10,000 in qualified medical expenses:

$10,000 - $6,000 = $4,000 deductible medical expense

✔️ You must itemize deductions on Schedule A to receive a tax benefit.

✔️ Qualified expenses may include:
• Doctor visits
• Prescriptions
• Dental & vision care
• Health insurance premiums (in some cases)
• Mileage to medical appointments
• Certain medical equipment and treatments

Many taxpayers are surprised to learn that even with medical expenses, the standard deduction may still provide the larger tax benefit. 📊

05/15/2026

💡 Tax Planning Isn’t Just for the Wealthy — It’s for Anyone Who Wants Fewer Tax Surprises! 💡

When I first became an adult and started filing tax returns, I would get excited to see how big my refund would be 🎉

But as life gets more complicated — businesses, investments, retirement, kids, multiple income sources — taxes can become more confusing… and sometimes instead of a refund, you end up owing 😳

Surprise!

That’s when I realized there had to be a better way. A way to plan ahead, create a strategy, and legally reduce tax liability instead of just reacting at tax time.

That’s why I LOVE tax planning ❤️

Tax planning helps you:
✔️ Avoid unexpected tax bills
✔️ Understand how financial decisions affect your taxes
✔️ Take advantage of deductions and credits
✔️ Create strategies to legally lower your tax liability
✔️ Feel more confident and prepared year-round

Taxes shouldn’t be a guessing game. With proper planning, there are ways to reduce surprises and make smarter financial decisions before the year ends.

📞 If you’re ready to be proactive instead of reactive, let’s talk tax planning!

05/14/2026

💼 What is Tax Planning? 💡

Tax planning is more than just filing a tax return once a year. It’s the process of reviewing your income, expenses, business structure, and financial goals throughout the year to help legally reduce your tax liability and avoid surprises at tax time. 📊

If you are my client, I provide 1 hour of complimentary tax planning each year to help you:
✔️ Identify tax-saving opportunities
✔️ Estimate tax liability
✔️ Review deductions and credits
✔️ Discuss payroll and estimated taxes
✔️ Evaluate business structure options
✔️ Prepare for year-end tax strategies

Good tax preparation reports the past…
Great tax planning helps shape the future. ✨

05/11/2026

💡 One question I often hear is:
“Why can’t I deduct this?

The answer usually comes down to understanding the difference between the **standard deduction** and **itemized deductions**.

Itemized deductions can include:
✔️ Medical expenses
✔️ Mortgage interest
✔️ Property taxes
✔️ Charitable donations
✔️ And more

However, these deductions only benefit you if your total itemized deductions are **greater than the standard deduction** for your filing status.

For 2026, the standard deduction is:
📌 Single: **$16,100**
📌 Married Filing Jointly: **$32,200**

If your itemized deductions are less than those amounts, the IRS automatically gives you the larger standard deduction instead.

This is why some expenses may not actually lower your taxes the way people expect. Understanding how deductions work is an important part of effective tax planning. 💼🧾

Have questions? Call me.

05/09/2026

At Trinity Tax, we help individuals and businesses stay compliant, organized, and prepared for growth. 📊✨

Our services include:
✔️ Tax Preparation & Filing
✔️ Bookkeeping Services
✔️ Tax Advisory
✔️ Strategic Tax Planning
✔️ Payroll Services
✔️ Sales Tax Services
✔️ IRS & State Tax Representation and Resolution

Whether you need help resolving tax issues, keeping your books accurate, managing payroll, or planning ahead to reduce your tax burden, we’re here to help you make confident financial decisions. 💼

Partner with a team that values professionalism, accuracy, and personalized service. 🤝

Www.trinitytaxllc.com

05/07/2026

Community is Important!

Today we had the privilege of meeting some of the volunteers and staff of "I'm Your Huckleberry Spay and Neuter Clinic."
We provided them lunch and they provided a tour of their facility. Animal population control is vital and I'm thankful for this non-profit organization that provides a low cost solution to our community. ❤️ 🐶🐱

05/07/2026

You Can't Do It All!

I meet with business owners every week who are carrying the weight of every role in their business.

Many business owners become so focused on operating their business day-to-day that they don’t have the time to properly manage and plan for long-term growth. 📈

While hiring full-time employees may not be financially feasible yet, building a trusted team of professionals is still essential. Partnering with an accountant — even on a part-time basis — can provide valuable insight, help maintain compliance, and support better financial decision-making. 💼📊

Strong businesses are not built alone. They are built with the right team behind them. 🤝