Keller & Koczara CPAs

10/21/2026

🎃💚 Join Marnie Keller for a Great Cause! 💚🎃

Marnie Keller is proud to support Over The Moon Room and Ascend Transition Services, two incredible organizations making a difference in the lives of individuals with intellectual and developmental disabilities.

💙 What makes this cause so special?

Ascend Transition Services helps individuals develop important life skills, build confidence, gain independence, explore employment opportunities, and become active members of our community.

🌟 This year's fundraiser will help build a NEW SENSORY ROOM for Ascend Transition Services — a calming, supportive space designed to meet sensory needs and help individuals thrive!

👻 ANNUAL HALLOWEEN COSTUME PARTY FUNDRAISER

📅 Wednesday, October 28, 2026

📍 Rusty's – Cape Coral, FL

🎭 Dress up or come as you are!

🎟️ Get your tickets today!
https://www.overthemoonroom.com/

Come enjoy a fun-filled evening while helping make a meaningful difference in the lives of others!

💚 We're proud to be part of a community that comes together to support such wonderful causes. We hope to see you there!

10/21/2026

🚨 TAX WARNING: DON'T WAIT UNTIL APRIL TO SAVE ON YOUR 2026 TAXES! 🚨

💰 What you do BEFORE December 31 could make a BIG difference in what you owe the IRS!

Most people think about taxes when it's time to file their returns. But by then, many of the best tax-saving opportunities are already gone!

✅ Maximize retirement contributions and explore tax-saving retirement strategies

✅ Review Roth conversion opportunities

✅ Take advantage of business deductions and equipment purchases

✅ Evaluate tax-loss harvesting and capital gains strategies

✅ Review business owner compensation and year-end bonuses

✅ Explore charitable giving and other tax-saving opportunities

✅ Make strategic moves before important year-end deadlines

At Keller & Koczara CPAs, we help individuals and business owners take a proactive approach to taxes with personalized strategies designed to legally reduce their tax burden.

⏰ The clock is ticking! Many tax strategies MUST be completed by December 31, 2026.

📞 Contact Keller & Koczara CPAs TODAY to schedule your year-end tax planning consultation! 239-945-9111

📍 Proudly serving Cape Coral and beyond for 15 years!

Keller & Koczara CPAs | File the Past. Plan the Future.

10/19/2026

🇺🇸 DID YOU KNOW? 45 + 47 = 4547! 🇺🇸

Here's a fun tax fact you might not know!

President Donald Trump was the 45th and 47th President of the United States, and the IRS form used to establish Trump Accounts is Form 4547! Coincidence? Maybe! 😉

💰 But here's what's even more exciting!
Billions of dollars are being pledged to help America's children build wealth for their future!

🇺🇸 $1,000 in federal seed money for eligible children born between 2025 and 2028.

💵 $6.25 BILLION pledged by Michael and Susan Dell to help millions of children get started.

🚀 Elon Musk has announced plans to give one share of SpaceX stock to every child in America in 2027!

And other major companies and business leaders are stepping up with additional commitments!

So what does this mean for YOUR children or grandchildren?

Trump Accounts offer a new opportunity to start investing early, but there are important eligibility requirements, contribution limits, and tax rules to understand.

At Keller & Koczara CPAs, we believe good tax planning isn't just about saving money today — it's about building a better financial future for tomorrow!

📞 Contact us to learn how Trump Accounts may fit into your family's tax-planning strategy. Call 239-945-9111

Keller & Koczara CPAs
File the Past. Plan the Future.

10/19/2026

Going through a divorce or legal separation?

Don’t forget that major life changes can also impact your taxes. Filing status, dependents, alimony, property transfers, and tax credits may all be affected.

Understanding these changes now can help you avoid surprises later.

If you have questions about how divorce may affect your tax situation, we’re here to help guide you through the process.

Call 239-945-9111

10/12/2026

An Offer in Compromise lets you settle your IRS debt for less than you owe, if the IRS determines it’s the most they can reasonably collect based on your unique situation. They will assess your income, expenses, assets and ability to pay.

Let us help you navigate the process so you can get real relief
without the guesswork.

Call us at 239-945-9111. We are happy to help!

10/07/2026

Do you want to legally reduce your tax burden and keep more of your hard-earned money?

Let’s do it before the year ends!

Seriously—it’s a no-brainer.
Don’t wait until tax season to find out what you could have done before December 31.

📞 Call Keller & Koczara CPAs today: 239-945-9111

10/05/2026

Did you know?

The standard IRS audit window is three years but if you underreport income by more than 25%, it stretches to six. In some cases, there's no statute of limitations at all.

Talk to us to learn how proactive IRS transcript monitoring protects your financial health.

Call 239-945-9111

10/03/2026

IRS rule could strip tax exempt status from thousands of private schools

IRS proposes rule that could revoke tax‑exempt status for up to 18,000 private schools, reshaping donor incentives, borrowing costs and compliance requirements.

10/01/2026

October's a big month!

The 15th is the final deadline for extended 1040s and C-Corps and your last chance for 2025 SEP IRA/Solo 401(k) contributions (if extended). Q3 Form 941 payroll tax returns are due on the 31st.

If any of these are on your calendar, let's talk soon.

Call 239-945-9111