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.

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. 🔐

My favorite client, my best tax advice is to make sure your business is set up to work for you, not cost you money in th...
05/21/2026

My favorite client, my best tax advice is to make sure your business is set up to work for you, not cost you money in the background. 💸

It all starts with your entity! The IRS treats sole proprietorships, LLCs, and S corporations differently from a tax perspective, so the "best" setup is going to depend on your unique business.

I also want to make sure you have a solid bookkeeping system in place that's actually capturing all of your income and expenses. 📚

And finally, I think you should be working with an accountant who understands the ins + outs of your business. There's a big difference between generic tax prep and a strategy based on the common expenses, credits, and pain points for your business.

If you've ever been on the receiving end of an IRS audit notice, you know this heart-sinking feeling all too well.For me...
05/18/2026

If you've ever been on the receiving end of an IRS audit notice, you know this heart-sinking feeling all too well.

For me, it's another day at the office! I've seen my fair share of audits; sometimes, clients just randomly get selected.

For this client, here's what we did:

We immediately gathered all documentation related to the audit. We double-checked and cross-referenced each number to make sure our arguments were air-tight! 🧾

Then, when the auditor wanted to chat, my client was able to feel 100% confident answering their questions.

And that was all it took! 🤷

Evidence provided, audit closed, waaay less stress than navigating a whole IRS audit alone.

At Organized Accounting, we back up our work and tax returns.

📦✨ Big News from Organized Accounting! ✨📦We’re excited to announce that Organized Accounting is relocating! 🎉This move r...
05/15/2026

📦✨ Big News from Organized Accounting! ✨📦

We’re excited to announce that Organized Accounting is relocating! 🎉

This move represents growth, new opportunities, and our continued commitment to serving our amazing clients with the same organization, professionalism, and care you know and trust. 💼💙

While our address may be changing, our mission remains the same — helping individuals and businesses stay financially organized and confident every step of the way.

We’re grateful for your continued support during this exciting transition and can’t wait to welcome you to our new space soon! Stay tuned for updates and more details. 🏡✨

Please, please, pleaseee don't just rush through your W-4 on the first day at a new job!It's not just an onboarding task...
05/13/2026

Please, please, pleaseee don't just rush through your W-4 on the first day at a new job!

It's not just an onboarding task; it's telling your employer how much federal tax to take from your paycheck.

Filling out your W-4 correctly is the difference between not owing at tax time and getting hit with a surprise bill (or unnecessary refund). 💸

If you want a little extra help, use the IRS's Tax Withholding Estimator to really dial in your W-4.

💐 Happy Mother’s Day from Organized Accounting! 💐Today, we celebrate the women who do it all — balancing families, caree...
05/10/2026

💐 Happy Mother’s Day from Organized Accounting! 💐

Today, we celebrate the women who do it all — balancing families, careers, businesses, schedules, and somehow still making it look effortless. Moms are the original organizers, planners, problem-solvers, and CEOs of the household. ❤️

Thank you for the love, sacrifices, and endless support you give every single day. Whether you’re a mom, bonus mom, grandmother, or mother figure — today is for YOU.

Wishing you a day filled with love, laughter, rest, and appreciation because you truly deserve it all. 🌸

IMO: It's double-checking that you're tracking your mileage (the right way). 🚗You don't want to be recreating records fr...
05/08/2026

IMO: It's double-checking that you're tracking your mileage (the right way). 🚗

You don't want to be recreating records from old texts + your Google Calendar in December...

Getting a tracking app, like MileIQ, is worth the fee!

It automatically tracks your miles, plus you can mark whether your trip was for business or personal.

Don't wait til your accountant asks for your mileage log next April; start tracking things right today!

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

Alerts

Be the first to know and let us send you an email when Organized Accounting & Tax Service posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Organized Accounting & Tax Service:

Shortcuts

Share

Category