CHAT CPA's

08/26/2025

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I'm excited to announce that tax planning for the 2025 tax year is now underway following the updates to my tax planning software, which now accounts for the One Big Beautiful Bill provisions. To start, I'll need your last year's tax return and current financial statements to create a baseline for o...

01/10/2025

2024 Tax filing season is here! A lot is still up in the air with the change in President on the horizon, but one thing is not up in the air. Professional tax preparers are getting bombarded with clients coming their way. I can't urge you enough to reach out and start the process soon if you're looking for someone to prepare your returns this year.

I am getting called almost monthly with each the following situations;

-My tax person dropped me
-My tax person passed away
-My tax person retired

Don't get left behind. If you need someone to do your taxes this year, don't wait to reach out and get the process started.

07/01/2024

Hope y'all are having a great year so far and have a couple minutes to consider some spring and summer tax savings concepts!

If I don't see or hear from you before Thursday, please enjoy our Independence Day to the fullest. Give thanks, be safe, and celebrate!

In this month's video newsletter we'll be covering spring and summer tax issues and thoughts.

06/11/2024

June is here and tax planning time is upon us! Check out my video newsletter and share with a friend if they're looking to save on taxes!

In this month's video newsletter, we'll be discussing tax planning and how we can help you decrease your tax liability. We'll also discuss BOI filings.

03/20/2024

Mid-Season CHAT.

This is an update on how tax season is going and a reminder that the 1040 deadline is right around the corner.

01/09/2024

Happy New Year! In this video, I want to share some important information about tax season preparation for 2024. I will be sending out a portal link in the second week of January, where you can answer the Q&A and sign the engagement letter. I'll explain why I don't follow the traditional sit and fil...

12/11/2023

Happy December! If you have questions about the 1099-K situation and changes, you have an LLC, or you have a small business and want some tax tips for the end of the year to get ready for filing, this video is for you.

Chris Henderson Accounting and TaxThis video newsletter covers changes to 1099-K requirements for 2023, Beneficial Ownership Information Filing through FinCE...

06/29/2023

$18k preliminary tax savings on this plan and we haven't even discussed setting up an employee accountable reimbursement plan for this person!

They may not choose all of the strategies, but wouldn't you like to be armed with this kind of information to determine the best choices for your tax situation, your family, your nest egg, your future...I could go on...or we could have a CHAT!

06/09/2023

Are you ready to finally understand your tax situation and take proactive steps to decrease your tax liability? Let's have a CHAT! Reach out to me and we'll create a plan to keep your money from being wasted on unnecessary taxes!

Hey there! As we approach the end of quarter 2, it's a good time to start thinking about our tax situation for the year. I've spent the last year taking continuing education courses to help me in the area of accounting and tax planning. Now, I'm able to use your prior taxes with potential agreed upo...

06/05/2023

What a day! I've completed my re-certification as a QB Pro-Advisor for the next year and completed the last course on my list to fulfill my CPE for the year for my CPA designation! A couple of small check boxes, but they sure take a great load off my mind!

As always, if you need any accounting or tax assistance, let's have a CHAT!

03/24/2023

One month left! If you need help, reach out to me and I'll do what I can to take care of you. I have room for about 12 more individual returns.

02/23/2023

February video newsletter!!!

Life comes at us all pretty fast. Do your best to not let tax season get away from you. At this point, most people have received all of their required documents to file.

If you don't have the time or inclination to do your taxes, or you are in a position where your tax life as become a little too challenging to prepare on your end, don't hesitate to reach out.

CHAT CPA's February 2023 Video Newsletter for clients and prospective clients alike. This will cover challenges being noticed in tax preparation and refund ...