Organized Accounting & Tax Service

Organized Accounting & Tax Service Organized Accounting and Tax Service was created to service individuals and small businesses who des

Organized Accounting and Tax Service was created to service individuals and small businesses who desire their own “personal accountant.” Your personal accountant knows the history of your family, business, and life transactions that may or may not affect your personal tax situation. We go above and beyond to personalize our services to your individual needs. With over 14 years of experience and a

vast array of clients, no problem or situation is too complicated for us. Our goal is to not only prepare your personal and/or business tax return with competence but also provide you with advice and resources for your everyday financial health.

So... this one is a not-so-fun notice.It's basically the IRS telling you that they think you owe them money! 🫴If you wor...
06/17/2026

So... this one is a not-so-fun notice.

It's basically the IRS telling you that they think you owe them money! 🫴

If you worked with a tax accountant for the tax year in question, let them know you received this notice and would like additional support responding!

HOT TAKE: It should be illegal to have a tax due date fall on a Monday! 🙃If you clocked that quarterly taxes don't alway...
06/15/2026

HOT TAKE: It should be illegal to have a tax due date fall on a Monday! 🙃

If you clocked that quarterly taxes don't always follow a "quarterly" schedule, here's why ↓

Way back in the day, Tax Day used to be March 15th, so Congress counted three months out and set June 15th as the next estimated tax deadline. 📆

But when Tax Day got pushed back to April 15th (not complaining, btw), the June 15th deadline stayed the same.

Soooo, unfortunately, that's why your Q2 estimated taxes are due just two short months after you paid your April ones.

I don't make the rules; I just make sure you don't miss the deadlines! 🤷

Over the next week, I'm going to be covering 5️⃣ of the most common IRS notices I see.If you want to know exactly what t...
06/13/2026

Over the next week, I'm going to be covering 5️⃣ of the most common IRS notices I see.

If you want to know exactly what these notices mean (and how you need to respond), lock in.

Let's kick off the series with CP12: the notice you get when the IRS has made a change to your tax return that affects your refund of tax due.

Sorry if this ruffles any feathers... but filing your taxes is literally the bare minimum. 🤷Tax planning isn't just for ...
06/10/2026

Sorry if this ruffles any feathers... but filing your taxes is literally the bare minimum. 🤷

Tax planning isn't just for billionaires. It's for ANYONE who wants to pay less in taxes!

Anyone can optimize their tax situation through retirement saving, saving for higher education, and making smart tax planning moves that align with their short- and long-term goals.

And if you own a business? You definitely need to be tax planning to make sure every aspect of your business is helping work *for* you.

I help my clients create custom tax strategies to help save on taxes. Click the link in my bio to schedule your tax strategy session this summer!

You don't have to go to extremes, like moving to Puerto Rico, to save a lot of money on taxes.These 3️⃣ tax moves are so...
06/07/2026

You don't have to go to extremes, like moving to Puerto Rico, to save a lot of money on taxes.

These 3️⃣ tax moves are some of the lowest effort tax moves you can make to start saving more today.

Want a tax plan that's fully tailored for your business and your long-term goals?

🔗 Click the link in my bio for more information.

This post is going to seem totally self-serving... but hear me out! 😏I'm nominating professional fees, things like tax p...
06/04/2026

This post is going to seem totally self-serving... but hear me out! 😏

I'm nominating professional fees, things like tax prep, tax planning, bookkeeping, consulting, and legal fees as one of the most underrated tax write-offs for business in 2026!

The thing is, all of these things make your life easier as a business owner.

They're actively helping save you money, keep more money, stay compliant, and avoid expensive mistakes.

I'm all about working smarter, not harder, and hiring me as your accountant is doing exactly that for your business. 😜

Sharing some HUGE news about charitable deductions ↓In past years, charitable contributions used to only help taxpayers ...
06/01/2026

Sharing some HUGE news about charitable deductions ↓

In past years, charitable contributions used to only help taxpayers who itemized (aka didn't take the standard deduction) on their tax return.

But starting in 2026, taxpayers who take the standard deduction can ALSO deduct certain charitable contributions.

How much?

If you're single → up to $1,000.

If you're married filing jointly → up to $2,000.

This deduction generally applies to cash donations made to qualifying charities only. Gifts to individuals do NOT count.

If your accountant isn't having these conversations with you now... You could be limiting the tax planning strategies th...
05/30/2026

If your accountant isn't having these conversations with you now... You could be limiting the tax planning strategies that you have in your arsenal.

The longer you wait to tax plan (especially if you wait until after year-end), the fewer options you have.

If you're a business owner who's ready to get proactive about your taxes, use the link in my bio to schedule your tax planning session this month! 📆

Before you book that trip to Hawaii, just know that answering emails from the beach does NOT make your vacation a write-...
05/27/2026

Before you book that trip to Hawaii, just know that answering emails from the beach does NOT make your vacation a write-off! 🏝️

The IRS is striiiiict about business travel deductions (and even stricter if you're going international).

But a legitimate business trip? It's filled with write-offs that you need to take advantage of! ✈️

My guide covers all the FAQs I get from being an accountant, like:

✔️ What can I write off on a business trip?
✔️ What if I bring my spouse?
✔️ How do I handle personal days?

Comment "TRAVEL" and I'll send you a copy! 📲

You've gotta keep more than just your tax return, according to the IRS!🗂️ For most tax records, the rule of thumb is to ...
05/24/2026

You've gotta keep more than just your tax return, according to the IRS!

🗂️ For most tax records, the rule of thumb is to keep them for at least 3 years (your W-2s, 1099s, etc.).

But in some cases, you might need to hold onto things for 4 years, 6 years, or even longer!

Keeping these documents helps you respond to notices, amend a return, or prove that you actually made a tax payment.

It doesn't have to be hard! Keep a folder for each tax year with your supporting docs and your tax return, and make sure you've got it backed up + secure. 🔐

Address

511 Ladd Street, Suite C
Dayton, TX
77535

Opening Hours

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

Telephone

+18008511041

Website

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