Grace J. Holmes

03/09/2026

‼️BUSINESS OWNER TAX DEADLINE ALERT ‼️

If you’re self-employed, a business owner, or receiving 1099 income, here are the major tax deadlines coming up through the end of Q1 and the start of Q2 that you need to have on your radar:

🚨March 17, 2026
Partnership & S-Corporation Tax Returns Due
(Form 1065 & Form 1120-S)
K-1s must also be issued to partners/shareholders.

🚨March 31, 2026
Electronic Filing Deadline for 1099-NEC and 1099-MISC

🚨April 15, 2026 — TAX DAY
Individual Tax Returns Due (Form 1040)
Last day to file or request an extension.

🚨April 15, 2026
1st Quarter Estimated Taxes Due
For self-employed individuals, contractors, and business owners.

Missing these deadlines can result in IRS penalties, interest, and unnecessary stress.

If you need help with:
✨Filing your business or personal return
✨Calculating quarterly estimated taxes
✨Tax planning to reduce what you owe

📩 Contact me today and let’s get you taken care of before the deadlines!

03/02/2026

⚠️ BUSINESS OWNERS… THIS IS YOUR “DON’T SAY NOBODY TOLD YOU” REMINDER ⚠️

If you have a Partnership or Multi-Member LLC, your tax deadline is almost here and the IRS does NOT play about late filings.

🚨 Partnership Tax Returns (Form 1065) — Due March 16, 2026

Even if your business made ZERO profit, penalties can be charged per partner, per month if you file late. Yes… it adds up QUICKLY.

AND right behind it 👇🏽

💰 1st Quarter Estimated Taxes — Due April 15, 2026

Self-employed? 1099 income? Business owner?
Waiting until next tax season could mean penalties AND a surprise tax bill you weren’t planning for.

✅ Partnership Return Filing
✅ Estimated Payment Calculations
✅ Tax Strategy + Deduction Planning

Let’s make sure your business stays compliant — and your money stays in YOUR pocket.

📲 Send me a message or contact me today to get on my schedule before the deadline‼️

02/10/2026

Love my clients!!!! We GOT ACTION 😂🐐‼️

01/30/2026

Tax Tip 💡 | W-2 & 1099 Deadline Reminder

If you’re waiting on tax forms, here’s an important deadline to know 👇🏾

📌 Employers and payers are required to send W-2s and most 1099s by January 31.

That means:
• W-2s from employers
• 1099-NEC & 1099-MISC from clients
• 1099-INT, 1099-DIV, and similar income forms

📬 Forms must be:
✔️ Mailed by January 31 or
✔️ Made available electronically by that date

🚨What to do if you haven’t received yours:
1️⃣ Check your email or payroll portal
2️⃣ Confirm your mailing address is correct
3️⃣ Contact the employer or payer directly
4️⃣ Do not file using estimates unless advised by a professional

🚨Pro tip:
Filing without all income forms can lead to:
• IRS notices
• Refund delays
• Amended returns later

Accuracy beats speed every time.

Now accepting new & returning tax clients.
📲 Register on my app for faster processing and fewer filing issues.

01/29/2026

Tax Tip 💡 | Gamblers Receiving Tax Forms from Betting Sites

If you gamble online or in person and received a tax form from a betting site (commonly Form W-2G) you need to pay close attention before filing.

🚨What this means:
• Gambling winnings are taxable income
• The IRS receives the same form you do
• Winnings must be reported even if you lost money overall

🚨What many gamblers don’t realize:
• Losses are not automatic
• You can only deduct gambling losses if you itemize deductions
• Losses are limited to the amount of winnings
• No documentation = no deduction

📲 What you should do before filing:
✅Gather all W-2Gs from betting sites and casinos
✅Download win/loss statements from each platform
✅Keep betting logs, receipts, or account summaries
✅Do NOT ignore small wins they add up

✨My 2 cents
Many gamblers think “I didn’t cash out” or “I lost it back” means it’s not taxable. That’s false❌ The IRS looks at winnings, not net results, unless PROPERLY DOCUMENTED.

If you gamble frequently or across multiple platforms, professional filing helps ensure:
✅Accurate reporting
✅Proper loss documentation
✅ Reduced audit risk

Now accepting new & returning tax clients.
📲 Register on my app for faster processing and fewer IRS issues.

01/28/2026

Tax Tip 💡 | Not Paying Enough Taxes? Do This Now

If you keep owing every year, the issue usually isn’t your income it’s your withholding.

🚨For W-2 Employees:
If your employer isn’t withholding enough taxes, you should update Form W-4 with your employer.

✅Adjust withholding amounts
✅Add extra withholding per paycheck if needed
✅Update after life changes (marriage, dependents, second jobs)

A small increase per paycheck can prevent a large tax bill in April.

🚨For Self-Employed & 1099 Earners:
No taxes are withheld from your pay so you must pay quarterly.

✅Make estimated tax payments using Form 1040-ES
✅Payments are due April, June, September, and January
✅Covers both income tax and self-employment (F**A) taxes

Why this matters:
- Avoid large balances due
- Reduce penalties and interest
- Improve cash flow planning
- Eliminate tax-season stress

Bottom line:
Owing every year isn’t normal it’s a planning issue, not a failure.

If you’re unsure how much to withhold or pay quarterly, it’s best to review this before filing not after.

Now accepting new & returning tax clients.
📲 App registration = faster processing and smarter tax planning.

01/27/2026

Tax Tip 💡 | Why Filing With a Professional Matters

Filing your own tax return might seem easy, but easy doesn’t always mean accurate.
Tax software only does what you tell it to do.
A tax professional does what the software can’t

👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾👇🏾

Here’s why working with a professional matters:

1️⃣We look at your entire financial picture, not just your forms
2️⃣We help identify missed deductions and credits
3️⃣We ensure your return is compliant, not just submitted
4️⃣We catch issues that could cause refund delays or IRS notices
5️⃣We explain what you’re signing and why it matters

✨What most DIY filers don’t realize:
🚨Errors don’t always show up immediately
🚨The IRS may catch mistakes months or years later
🚨Fixing errors later can cost more than filing correctly the first time

My 2 cents
The goal isn’t to “get something back fast.”
The goal is to file a return that is accurate, defensible, and protects you long-term.

If your taxes involve:
• Self-employment
• Dependents
• Credits
• Prior-year issues
• IRS or state balances

…it’s time to seek professional support.

01/26/2026

I Don’t Chase the Biggest Refund.
I Build the Smartest Tax Strategy.

Anyone can promise a “big refund.”
That’s not my job.

My role is to analyze your full financial picture that includes income, expenses, debt, business activity, and future goals. From there I apply legal, compliant tax strategies that put you in a stronger position year after year.

✅Sustainable tax savings
✅Fewer surprises with the IRS
✅Better cash flow and planning
✅Bigger opportunities over time not just one season

Short-term refunds fade.
Long-term tax strategy builds wealth.

If you’re ready to stop chasing refunds and start planning smarter, let’s talk.

01/25/2026

Tax Tip for Today 💡 | Refund Offsets

Before you count on your refund, make sure you don’t have outstanding debts that can legally offset it.

Your tax refund may be applied to:
• Past-due federal or state taxes
• Defaulted student loans
• Child support arrears
• Debt owed to the Department of Veterans Affairs (VA)
• Other qualifying government debts

Why this matters:
Many taxpayers file expecting a refund, only to receive less or nothing at all due to a Treasury Offset.

📲 What to do before filing:

✅Review your IRS.gov account for balances
✅Check StudentAid.gov for loan status
✅Address child support or state tax notices
✅Review any VA benefit overpayment or debt notices

***If you owe the VA (often from benefit overpayments), your refund can still be intercepted.

Planning ahead allows you to:
1️⃣Set realistic refund expectations
2️⃣Choose the right filing strategy
3️⃣Avoid surprise offsets after filing

Now accepting new & returning tax clients.
📲 App registration helps ensure faster processing and better planning.

01/21/2026

🚨 Parents 🚨

Have you heard about the $1,000 Trump Account?

Get $1,000 for every American child born between January 1, 2025 and December 31, 2028.

The Trump Account is a new type of IRA created for children and designed for long-term savings and investing. The government plans to make a one-time $1,000 contribution for each eligible children born between 2025 and 2028.

Accounts are expected to be available in 2026, and contributions can’t be made before July 4, 2026.

Who’s eligible:

🚨The child must be a U.S. citizen with a valid Social Security number
🚨The child must be under age 18 when the account is opened.

How it’s opened:

🚨Parents or legal guardians can open the account using IRS Form 4547
🚨Use the government online portal expected to be available by Summer 2026

THIS WILL NOT BE A CREDIT ON YOUR RETURN FOR $1,000❌

In Summary:
1️⃣You will NOT receive an extra $1,000 when you file
2️⃣The child won’t have access until adulthood
3️⃣This money is meant to sit and grow over time. Similar to a traditional IRA
4️⃣This is about long-term planning for your children’s future, not quick refund.

01/21/2026

Tax Tip 💡 | Pull Your IRS Compliance Report BEFORE Filing

Before you file your current year tax return, it’s important to know where you stand with the IRS.

One of the smartest moves you can make is pulling your Personal Compliance Report directly from your IRS.gov account.

📌 What this report shows:
• Prior year balances due
• Unfiled tax returns
• Penalties and interest
• Payment activity
• IRS holds or freezes

⚠️ Why this matters:
If you are not compliant, the IRS can:
• Delay or reduce your refund
• Apply your refund to old balances
• Reject relief programs
• Block advance approvals

📲 How to pull your IRS compliance report:
1️⃣ Go to IRS.gov
2️⃣ Sign in or create your online IRS account
3️⃣ Select View Tax Records
4️⃣ Download your Account Transcript
5️⃣ Review balances, filing status, and notes

My 2 Cents
Being compliant (all returns filed) is required before:
🔑Filing the current year return
🔑Receiving refunds without offsets
🔑Qualifying for IRS relief or payment plans

If you’re unsure how to read your transcript or want to get compliant the right way, that’s where professional help matters.

Now accepting new & returning tax clients.
📲 Clients who use my app experience faster processing and fewer issues.

Pay your taxes. Get your refund status. Find IRS forms and answers to tax questions. We help you understand and meet your federal tax responsibilities.

01/20/2026

🚨Friendly reminder: My job as YOUR tax preparer is not to chase the biggest refund.

My job is to prepare an accurate, ethical, and IRS-compliant return by legally maximizing the deductions and credits you actually qualify for.

Correct. Compliant. Defensible.