Copper Peak Financial

04/24/2026

Copper Peak is growing again! If you know anyone looking to join a dynamic organization, invite them to apply!

Copper Peak Financial

03/29/2026

Reason #748 to create an IRS.gov account:
Because apparently your Social Security number can have a whole freelance career without running it by you first.

03/22/2026

Tax season really is a Goldilocks situation 😅

Some people are shocked with what they owe…
Some are surprised by refunds…

But the goal? Just right.

My planned clients aim for that middle ground—no surprises, just strategy.

If you only talk to your CPA in March… we should probably change that.

02/06/2026

Next time you imagine the glamorous life of your CPA… just know it’s Netflix, spreadsheets, and amortization schedules until midnight with a little charcuterie for sustenance.

10/28/2025

🧾 1 hour 16 minutes on the phone with the IRS.
💸 $13,230 in penalties gone.
☕️ Coffee got cold but the ROI was 🔥.

You’re not paying for my hour.
You’re paying for my experience, strategy, and ability to keep an IRS agent laughing while I delete your penalties.

09/17/2025

Right now, you have to send a 1099 if you pay someone $600+.
But thanks to the One Big Beautiful Bill 🏛️, starting in 2026 that threshold jumps to $2,000.

Translation: fewer tiny 1099s cluttering up your life, and one less thing to stress about at year-end. 🎉

Of course, Copper Peak Financial will keep you covered either way—because whether it’s $600 or $2,000, we know the rules (so you don’t have to). 💁🏼‍♀️

09/16/2025

People ask me when tax season ends…
👩🏼‍💻 Between federal returns, extensions, quarterly estimates, payroll filings, and Arizona’s monthly TPT, there are a minimum of 37 deadlines every year.
So no, tax season never ends. It just changes outfits. ✨

09/10/2025

The IRS is cracking down on “tax tips” floating around social media — and for good reason.
Turns out, those “everyone qualifies for this credit” videos can end with denied refunds and thousands in penalties.

We’ll say it louder for the people in the back:
➡️ Don’t get your tax advice from TikTok.
➡️ Do get it from someone who’s actually licensed to help.

That’s where Copper Peak comes in. https://www.irs.gov/newsroom/irs-assesses-162-million-in-penalties-over-false-tax-credit-claims-tied-to-social-media

08/23/2025

If you’re not watching football when you’re reconciling on Saturdays in the fall, what are you even doing?

08/14/2025

Behind every beautifully reconciled account is a CPA desk that’s seen some things.
My desk looks like this so your books look beautiful!