OnPoint Accounting Solutions LLC

02/28/2026

Why You Should Let Me Handle Your Taxes

Doing your own taxes can feel overwhelming—rules change, deductions get missed, and one small mistake can cost you money. When I prepare your return, you’re not just getting a tax filing… you’re getting a partner who makes the entire process easier, clearer, and more profitable for you.

Here’s what sets my work apart:

Accuracy that protects your refund. I make sure every number is correct and every deduction you qualify for is claimed. No guesswork, no surprises.
Real guidance, not generic advice. Your situation is unique. I take the time to understand your income, business activity, and goals so your return reflects your reality.

Stress‑free filing. You hand me the documents, and I handle the rest—organization, preparation, e‑filing, and follow‑up.

Support beyond tax season. Questions in July? IRS letter in October? I’m still here. You’re never left on your own.

Maximized deductions and credits. Whether you’re self‑employed, a W‑2 employee with side income, or running a small business, I make sure you keep more of what you earned.

When you trust me with your taxes, you’re choosing peace of mind, accuracy, and someone who genuinely cares about your financial well‑being—not just your paperwork.

[email protected]
(919) 356-2437

02/28/2026

If you’re self‑employed or have a side hustle, it’s Schedule C season!

This form is how you report what you earned—and what you spent to keep your business running. Think supplies, mileage, software, marketing, and more.

Getting everything organized now can save you stress later. A little prep goes a long way when it comes to filing your taxes confidently.

[email protected]
(919) 356-2437

02/01/2026

Feel like you’re paying too much for tax preparation?

Remember, you’re not just paying for a service—you’re paying for expertise, accuracy, and peace of mind.
Every financial situation is unique, and the right professional can save you far more than they cost.

If you want to find out whether you’re getting the best value, reach out today.

Let’s review your situation and see where you can save.

[email protected]
(919) 356-2437

01/26/2026

IRS stats accepting tax returns today. Reach out and let us file your taxes for you.

[email protected]
(919) 356-2437

01/04/2026

🚪 What Is a Backdoor Roth IRA — And Why High Earners Love It

If your income is too high to contribute directly to a Roth IRA, you’re not out of luck. The Backdoor Roth IRA is a perfectly legal strategy that lets high‑income earners still take advantage of the Roth’s biggest perk: tax‑free growth.

Want to learn more? Reach out today to schedule an appointment.

[email protected]
(919) 356-2437

01/04/2026

💰 Understanding Trump Accounts: What They Are and How They Work

Trump Accounts are a new federal savings initiative designed to help American children build long‑term financial security. They were created as part of a recent tax and spending package and are scheduled to launch in 2026.

🌟 What Exactly Is a Trump Account?

A Trump Account is a tax‑advantaged investment account established for U.S. children under age 18. Key features include:

$1,000 government-funded deposit for every eligible child born between January 1, 2025 and December 31, 2028, as long as they have a Social Security number.

Parents, relatives, and others can contribute up to $5,000 per year until the child turns 18.
Employers may contribute up to $2,500 annually, and those contributions do not increase the employee’s taxable income.

Accounts are fully in the child’s name, with a parent or guardian acting as custodian until age 18.

Reach out today, to learn more.

[email protected]
(919) 356-2437

01/04/2026

💡 What Is a Like‑Kind Exchange?

A like‑kind exchange allows you to sell an investment or business property and reinvest the proceeds into another property of similar nature, without immediately paying capital gains taxes.

Under IRS Section 1031, when you exchange real property used for business or held for investment for another qualifying property, you can defer taxes that would normally be due on the sale.

Have questions!! Reach out today.
[email protected]
(919) 356-2437

01/04/2026

✨ Part‑Year Resident Tax Return? Here’s What You Need to Know!

If you moved to a new state during the year, started or ended residency, or split your time between two states, you may need to file a part‑year resident tax return.

This type of return can get tricky fast—different states have different rules, income sourcing requirements, and credits that may or may not apply.
A lot of people end up paying more than they should or missing out on refunds simply because they’re unsure how to report income earned before and after their move.

That’s exactly where I come in.
I help taxpayers navigate part‑year residency rules, determine what income belongs to which state, and make sure everything is filed accurately and on time. No stress, no confusion—just clean, compliant tax filings.

📌 If you moved states this year, don’t guess. Let a professional handle it.

📞 Reach out to my tax business today and let’s get your return done right.

[email protected]
(919) 356-2437

01/03/2026

🌍 Filing a Non‑Resident Tax Return: What You Need to Know

Navigating U.S. taxes as a non‑resident can feel overwhelming—but it doesn’t have to be. Whether you’re working temporarily in the U.S., earning investment income, or studying here, understanding your tax obligations is essential for staying compliant and avoiding penalties.

Here’s a clear breakdown of what non‑residents need to know when filing a U.S. tax return.

🧭 Who Counts as a Non‑Resident for Tax Purposes?

You’re considered a non‑resident alien if you are not a U.S. citizen and you do not meet either of the following IRS tests:

Green Card Test
Substantial Presence Test

This definition comes directly from the IRS.

📄 When Do Non‑Residents Need to File?

You must file a U.S. non‑resident tax return if:

You earned income connected to a U.S. trade or business
You received U.S.‑source income that wasn’t fully taxed at the source
You are a representative or fiduciary responsible for filing on behalf of a non‑resident individual
These requirements are outlined by the IRS.
Even students and scholars on visas may need to file, depending on their income and presence in the U.S..

📝 The Form You’ll Use: Form 1040‑NR

Non‑residents file Form 1040‑NR, the U.S. Non‑Resident Alien Income Tax Return. This form reports:
U.S.‑source wages
Investment income
Business or self‑employment income
Treaty‑exempt income

Many non‑residents are surprised to learn that tax treaties may reduce or eliminate U.S. tax on certain types of income. Understanding your treaty benefits can save you money.

🕒 Key Deadlines
April 15 — If you earned wages subject to withholding
June 15 — If you had no wage income subject to withholding

These deadlines are consistent with IRS guidance and non‑resident tax resources.

💡 Tips for Filing Successfully

Confirm your residency status using the substantial presence test
Gather all U.S. income documents, such as W‑2s or 1042‑S forms
Check for treaty benefits that may reduce your tax liability

Don’t forget state taxes—many states require separate non‑resident returns
Consider professional help if your situation is complex

Have questions about non resident state. Reach out today.

[email protected]
(919) 356-2437

Call now to connect with business.

12/27/2025

📣 Tax season is almost here!

Don’t wait until the last minute—appointments fill up fast this time of year. If you want a smooth, stress‑free filing experience, now is the perfect time to secure your spot.

✨ Book your appointment today and get ahead of the rush.
Let’s make this tax season your easiest one yet.

[email protected]
(919) 356-2437

Call now to connect with business.

12/02/2025

💰 What Is Investment Income?

Investment income refers to earnings generated from financial assets such as stocks, bonds, mutual funds, and real estate.

It can take several forms:

Interest income: Payments from savings accounts, bonds, or certificates of deposit.

Dividend income: Cash or stock distributions from companies to shareholders.

Capital gains: Profits realized when you sell an asset for more than you paid.

Rental income: Earnings from leasing property

Want to understand how these types of income impact your tax return? Reach out today.

[email protected]

11/02/2025

Earned income is money you actively work for, portfolio income comes from investments, and passive income flows in with minimal ongoing effort.

Each plays a unique role in building wealth and is taxed differently.

Here’s a breakdown of the three:

💼 Earned Income (Active Income)
Definition: Income received from working or providing services.
Sources: Salaries, wages, tips, commissions, freelance work, and self-employment.
Effort: Requires direct time and labor.
Tax Treatment: Subject to income tax and often payroll taxes like Social Security and Medicare.

📈 Portfolio Income (Investment Income)
Definition: Earnings from investments in financial assets.
Sources: Dividends, interest, and capital gains from stocks, bonds, mutual funds, and other securities.
Effort: Requires financial capital, not labor.
Tax Treatment: Typically taxed at capital gains rates, which may be lower than earned income rates depending on holding period and income level.

🏡 Passive Income
Definition: Income generated from assets or ventures in which you're not actively involved.
Sources: Rental properties, royalties, limited partnerships, and certain online businesses.
Effort: Often requires upfront investment or effort but minimal ongoing involvement.
Tax Treatment: Taxed differently from earned income; some passive losses may be limited in how they offset other income.

If you want to understand how these income types affect your tax return, feel free to reach out.

[email protected]