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.

No Tax on Overtime sounds like an insanely good tax hack for workaholics...Unfortunately, it's a little more nuanced tha...
09/07/2026

No Tax on Overtime sounds like an insanely good tax hack for workaholics...

Unfortunately, it's a little more nuanced than that! Swipe to learn the truth. 👉

Can I be honest for a minute? 👀I enjoyedddd my summer! 🤭I took some time to slow down, recharge, enjoy life a little, an...
09/05/2026

Can I be honest for a minute? 👀

I enjoyedddd my summer! 🤭

I took some time to slow down, recharge, enjoy life a little, and let myself breathe.

And I basically said I'd circle back this fall to all those business and accounting tasks that had been sitting on my “I'll get to it” list. 😂

Welp... it's almost fall! 🍂

So, here's the checklist I'm personally following to reset + refresh my business in September—and guess what? It's coincidentally perfect for business owners and self-employed individuals, too! 👇

☐ Review your year-to-date income + expenses
☐ Check your estimated tax payments
☐ Look for missed deductions and tax-saving opportunities
☐ Review your bookkeeping and clean up anything that's messy
☐ Revisit your business goals + financial targets
☐ Check your payroll and compliance requirements
☐ Start planning now for year-end tax moves
☐ Schedule a tax planning session before December sneaks up on you

Because September isn't just about getting organized for the rest of the year—it's about making sure your business is financially prepared for what's coming next. 💰

Don't wait until tax season to figure out what you could have done differently. Your future self (and your accountant 😉) will thank you!

Hey, hi, extended tax deadlines are HEREEEE!Here's what's due on September 15th ↓Individuals: Third installment of your ...
09/03/2026

Hey, hi, extended tax deadlines are HEREEEE!

Here's what's due on September 15th ↓

Individuals: Third installment of your 2026 estimated taxes

Partnerships: Extended Form 1065 + K-1s/K-3s, if applicable

S Corporations: Extended Form 1120-S + K-1s/K-3s, if applicable

C Corporations: Third installment of your 2026 estimated taxes

Basically, no one is escaping this month unscathed by a tax deadline!

If you need help, you know where to find me (DMs, link in bio, email; I'm here for you!!). 🫶

When you're contributing to an individual retirement account (IRA), the type of account you choose affects when you may ...
08/31/2026

When you're contributing to an individual retirement account (IRA), the type of account you choose affects when you may receive the tax benefit.

Traditional IRAs → if you qualify, your contribution may be fully or partially deductible in the current year.

Roth IRAs → No deduction in the current year, but potential for tax-free withdrawals in the future.

Not sure which one is right for you? ⤵️

We touch on retirement in all of our 1:1 tax planning meetings for Organized Accounting clients.

08/29/2026

Happy birthday to me!!! It’s not just about the destination, more importantly enjoy the journey!! Embrace all the ups AND down, it’s part of process, enjoy the wins AND learn from the lessons!!! ❤️

Not all "tax strategies" you see on social media are endorsed by yours truly an accountant who actually helps your busin...
08/29/2026

Not all "tax strategies" you see on social media are endorsed by yours truly an accountant who actually helps your business with taxes on the daily.

But the tax strategy on slide 4?

I'm giving that one a 980000/10 all day every day! 😏

The filing deadline may not be until October 15th, but that doesn't mean you should wait until October to get everything...
08/27/2026

The filing deadline may not be until October 15th, but that doesn't mean you should wait until October to get everything together. 👀

We still need time to review your documents, follow up on missing information, clarify income or deductions, and make sure your return is accurate and complete.

To all current Organized Accounting clients: please upload your remaining tax documents by September 15th. 📆

Not sure what we're still waiting on?

DM me "🗂️" and I'll send you a list of the remaining information we need to get your tax return filed!

I'm coming to you very earnestly and asking from the bottom of my heart... pleaaasee quit doing this! 🙏 The temptation o...
08/24/2026

I'm coming to you very earnestly and asking from the bottom of my heart... pleaaasee quit doing this! 🙏

The temptation of saving on self-employment tax is very real. I get that!

But depending on your profit, it might not be the right time now (or ever) to make an S election for your business.

Can an S election lead to tax savings? Absolutely! 💸

But can it also cost you more?

With the need to run payroll, more admin work, and additional tax filings, absolutely!

At Organized Accounting, we run your numbers FIRST to make absolutely sure that an S election is right for you (before it becomes an even bigger headache to reverse it).

Your Business: Sometimes, what you think is a tax write-off and what the IRS does are living in two totally separate rea...
08/22/2026

Your Business: Sometimes, what you think is a tax write-off and what the IRS does are living in two totally separate realities.

I'm here to bring you back down to earth (and hopefully prevent you from getting a nasty IRS notice!). 🙅

Remember when you extended your taxes waaay back in April and decided you'd worry about your taxes later?It's ~officiall...
08/20/2026

Remember when you extended your taxes waaay back in April and decided you'd worry about your taxes later?

It's ~officially~ later! 🙃

Time to upload any missing tax documents, respond to any questions from me sitting in your inbox, and sign your e-file authorization so we can finally get your return filed! 📤

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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