CSG Tax & Accounting

01/17/2026

One of the most common reasons tax returns get delayed?
Missing documents.

W-2s, 1099s, interest statements, and prior-year information all matter more than people realize.

Additional documents include brokerage statements from any financial advisor you may work with.

If you are unsure what applies to your situation, it’s worth asking before filing.

Appointments are now available!

01/14/2026

Tax Season Update

The IRS has officially announced that e-filing for personal tax returns opens January 26, 2026.

That means the IRS will begin accepting and processing electronically filed 2025 individual tax returns on that date.

If you like to file early, now is a great time to:
✔️ Gather your tax documents
✔️ Ask questions before the rush
✔️ Get on the calendar

I work with clients virtually or in person!

📅 Appointments are now open for the 2026 tax season.

01/05/2026

Tax Season Is Officially Open!

My calendar is now open for the upcoming tax season, and I’m accepting new and returning clients.

✔️ Individual & business tax returns
✔️ Virtual or in-person appointments available
✔️ Secure online document upload
✔️ Online meetings, signatures, and payments

Whether you prefer to meet in person or handle everything online, I make the process straightforward, efficient, and secure - from start to finish.

Spots fill quickly each year. Visit my website for appointment booking, or email me regarding the online upload process!

CSG Tax and Accounting offers top-notch tax preparation service to help you maximize your returns. Contact us today!

11/09/2025

The question I am asked most often from business owners is, "Shea, how do I save money on taxes??". The most non-sexy answer I often respond with is to ask if they are setup for retirement.

Not only are retirement accounts tax deductible, it is something your future-self will be thankful for. And depending on your contributions, it could potentially set you up for early retirement.

One example of a retirement account for business owners with no employees is a Solo 401(k). The business owner can contribute up to $23,500, plus an additional 25% of compensation. The contribution amount of $23,500 increases for those 50 and older, and even more of an increase for those in the 60-63 age group.

If you are interested in finding out more information about different types of retirement accounts, please don't hesitate to contact me. I can also point you in the direction of some great financial advisors.

11/06/2025

As a CPA and CFE, I have to accumulate 60 hours of Continuing Professional Education every year. This week I’m spending time with The University of Illinois Tax School learning of all the changes signed into law with the OBBBA. I’ve taken other courses on the new laws already, but it’s nice learning from multiple sources.

I look forward to assisting my clients navigate all of the changes taking effect in 2025 and 2026!

03/23/2025

This text message I received is clearly a spam message, but as technology gets better, and things like AI become more and more improved, these types of messages will start to appear more real than ever.

In the last conference I attended, two attorneys from the US District Attorney’s office in St. Louis spent 90 minutes discussing different types of cases they were working on that included fraud which started from a text message, email, or phone call.

You may read this and think that you will never fall victim to something like this. That is likely the case, however, someone you know could fall for a scam like this… or already has. It is important to discuss this with younger adults, as well as our older loved ones.

02/13/2025

My good friend and client who lives out West, and says things like ‘sick’ and ‘rad’, had this photo of an old school basketball hoop in his portfolio. In his photos of mountains, and cactuses, and skateboards, there was a basketball hoop. It seemed fitting that I should own this, and it is now currently hanging in my office where it belongs.

Thanks, dude! It’s sick!

01/05/2025

Rebranding to CSG Tax & Accounting also brings a brand-new website! 🌟

💻 You can now schedule appointments online and securely upload your tax documents to our protected portal.

📬 Tax season is around the corner, and those important documents will be arriving in your mailbox soon. Start gathering everything now to stay ahead and file on time! ✅

👉 Visit www.csgtaxandaccounting.com to check out the new site and get started today!

CSG Tax and Accounting offers top-notch tax preparation service to help you maximize your returns. Contact us today!

01/01/2025

🎉 Happy New Year from CSG Tax & Accounting! 🎉

✨ Exciting News! We’ve rebranded! ✨
CSG Tax Services is now CSG Tax & Accounting, bringing you expanded services beyond just your tax needs.

After months of preparation, we’re thrilled to unveil this new chapter—and we couldn’t have done it without the incredible work of Matt Steward Designs on our fresh new logo. 🙌

📅 Tax season is just around the corner—don’t wait until the last minute! Let’s get ahead together.

Here’s to a successful 2025!

➡️ Contact us today to learn more about our expanded offerings!

12/06/2024

BOI Reporting – What’s up with that!? 🤔

The Corporate Transparency Act was passed by Congress in 2021. This requires businesses to file something known as Beneficial Ownership Information (BOI), and it’s a hot topic 🔥 in the business world right now.

💡 So, what is it and why are people talking about it?
In its simplest form, BOI identifies the individuals who directly or indirectly own or control a company. Only businesses that filed with their Secretary of State (LLCs, Corporations, etc.) need to file this information 📑.

⚠️ Important Deadline: If this information is not filed by January 1, 2025, hefty fines 💸 and possible jail time 🚔 could be enforced.

However, BIG NEWS 📰 regarding the BOI filing was in the headlines this week! On Tuesday, December 3, a federal district court in Texas issued an order prohibiting the enforcement of the Corporate Transparency Act and BOI Reporting ⚖️.

What does this mean? 🤷‍♂️
According to the Journal of Accountancy, reporting companies do not need to comply with the January 1, 2025 reporting deadline (for now).

👉 Still Important: If you are a business with a BOI filing requirement, stay prepared to file this if the order is reversed ✅.