JMP Bookworks

JMP Bookworks Jody Post

Accounting, Bookkeeping, Consulting, Fractional CFO Services, QuickBooks Review, Clean Up, Set Up,. QuickBooks Pro Advisor.

Remote professionals with clients locally and across the country. Personalized accounting services for individuals and businesses

One of the biggest challenges when buying a home is coming up with the down payment. But a traditional IRA can help. Fir...
03/03/2026

One of the biggest challenges when buying a home is coming up with the down payment. But a traditional IRA can help. First-time homebuyers can usually withdraw up to $10,000 from their IRAs penalty-free. (Normally, withdrawals before age 59 1/2 are subject to a 10% penalty.) But there are several rules you must follow to qualify, as well as downsides to consider. And the timing of your withdrawal will be critical. Contact us at (970) 309-4948 for more information.

We provide trusted guidance for both individuals and businesses. Our services include tax preparation and planning, book...
03/02/2026

We provide trusted guidance for both individuals and businesses. Our services include tax preparation and planning, bookkeeping and accounting, and compliance. For businesses, we also can support payroll, enhance cash-flow management and provide strategic growth planning. For individuals, we can advise on personal finance, retirement planning and estate planning. With our assistance, you can gain clarity, accuracy and confidence in every financial decision. Contact us at (970) 309-4948 to learn more.

The IRS has published new FAQs on Executive Order 14247, which calls for eliminating paper checks to and from the IRS. T...
02/27/2026

The IRS has published new FAQs on Executive Order 14247, which calls for eliminating paper checks to and from the IRS. This change is to reduce fraud, enhance security, lower costs and speed up processing. The IRS is encouraging taxpayers to provide banking information on their 2025 tax returns so it can issue refunds via direct deposit. For taxpayers without a bank account, options such as prepaid debit cards, digital wallets or limited exceptions to the “no paper checks” rule are available. If you owe tax, electronic payment methods are preferred, but the IRS will continue to accept mailed paper checks and money orders for now. Contact us at (970) 309-4948 if you have any questions or concerns.

Many of the major tax provisions signed into law in 2025 start taking effect in 2026. How has the tax landscape changed ...
02/25/2026

Many of the major tax provisions signed into law in 2025 start taking effect in 2026. How has the tax landscape changed for you or your business since last year? Contact us at (970) 309-4948 and we’ll give you the lay of the land, including how you can potentially claim tax credits and deductions.

Many businesses today outsource one or more of their IT functions to save money. Yet if you don’t manage the risks invol...
02/24/2026

Many businesses today outsource one or more of their IT functions to save money. Yet if you don’t manage the risks involved, you could end up spending more and getting less in return. For example, slow support times or services that don’t match your objectives or employees’ needs can undermine productivity. Contact us at (970) 309-4948 for help evaluating a prospective IT outsourcing arrangement or assessing the ROI of an existing one.

Filing your income tax return early can help protect you from tax refund fraud, a scam in which thieves file bogus retur...
02/23/2026

Filing your income tax return early can help protect you from tax refund fraud, a scam in which thieves file bogus returns using victims’ Social Security numbers. It can cause big headaches and delay legitimate refunds. But if you file first, it will be the return filed by a potential thief that will be rejected, not yours. Call us at (970) 309-4948 to get your return preparation started.

Your marital status affects many federal tax filing variables, including your standard deduction, credit eligibility and...
02/20/2026

Your marital status affects many federal tax filing variables, including your standard deduction, credit eligibility and tax owed. If you’re currently “informally” separated from your spouse but still legally married, the IRS generally considers you married for the entire year (even if you’ve lived apart for many months). Unless you divorced or legally separated by Dec. 31, 2025, you must file as married filing jointly or married filing separately for the 2025 tax year. If, on the other hand, you finalized a divorce or legal separation in 2025, you should file as single or, if eligible, head of household. Call us at (970) 309-4948 if you have questions about filing your tax return.

Business owners: 100% bonus depreciation is back. It had been scheduled to drop to 40% for 2025 and 20% for 2026 and to ...
02/18/2026

Business owners: 100% bonus depreciation is back. It had been scheduled to drop to 40% for 2025 and 20% for 2026 and to disappear for 2027. Also, the Sec. 179 expensing limit has doubled for 2025 and is indexed for inflation going forward. Eligible assets for both breaks generally include machinery, equipment, computers, furniture and certain qualified improvements to nonresidential real estate. These tax law changes could make a meaningful difference on your 2025 return and in your 2026 planning. Contact us at (970) 309-4948 to learn more.

Writing a comprehensive business plan is an absolute imperative when launching a business. But it’s also important for r...
02/17/2026

Writing a comprehensive business plan is an absolute imperative when launching a business. But it’s also important for running one. Why? Because your business plan can help you see into the future. As long as it’s properly structured, adheres to sound strategies and contains accurate data, a business plan should spell out in black and white what your company will accomplish and how it will get there. Contact us at (970) 309-4948 for help determining whether your business plan is still the crystal ball it needs to be.

Creating a well-thought-out estate plan can significantly reduce current and future tax liability. Incorporating strateg...
02/16/2026

Creating a well-thought-out estate plan can significantly reduce current and future tax liability. Incorporating strategies such as gifting assets during your lifetime, placing appreciating assets in trusts and ensuring proper beneficiary designations can help minimize taxes for you and your family. Contact us at (970) 309-4948. We can review your plan to ensure you’re using the most tax-efficient tools to protect your wealth and pass it on according to your wishes.

The IRS and the Security Summit are warning taxpayers that during tax filing season identity thieves are poised to scam ...
02/13/2026

The IRS and the Security Summit are warning taxpayers that during tax filing season identity thieves are poised to scam people into sharing personal information to file false tax returns and steal refunds. Specific threats include phishing emails and smishing texts, where the thief impersonates a legitimate organization in the tax community, such as the IRS, a state agency or a tax software company, to try to convince the target to provide personal information, click on harmful links or send money. Having an Identity Protection (IP) PIN can protect taxpayers from tax-related identity theft. Anyone with an SSN or an ITIN can get an IP PIN. For more information, contact us at (970) 309-4948.

Address

Carbondale, CO
81623

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19703094948

Website

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