Palmer Accounting Services, LLC

05/08/2026

There’s a new wave of scams claiming your refund is ready or needs to be verified.

The IRS does NOT text, email, or message you asking for banking info or to “release” a refund. If you get one:
• Don’t click links
• Don’t respond
• Go directly to IRS.gov or contact your CPA

Also — the IRS has recently sent letters about refunds issued in error.

If you receive one, don’t panic—but don’t ignore it either. Verify it before taking action.

When in doubt, ask before you act.

04/21/2026

Now we can all breathe again 😅

But real talk…
If this year didn’t go how you wanted, don’t wait until next April to fix it.

Now is actually the perfect time to review your 2025 return and figure out:

Why you owed (or got a big refund)
What could have been done differently
What we can adjust now for 2026

The best tax results don’t happen at filing — they happen with planning.

If you want help getting ahead this year, shoot me a message.

03/12/2026

Yes… It’s Still Tax Season

If you’re one of the many people who haven't started looking at their taxes, the April 15 deadline is approaching faster than you think, and now is the time to start gathering everything needed to finish your return.

Here are a few things to make the process smoother:

✔ Make sure you’ve received all tax documents (W-2s, 1099s, brokerage statements, etc.).
✔ If you have a business or rental property, get your income and expenses organized now.
✔ Don’t forget about items like charitable donations, childcare expenses, and education expenses that could reduce your tax bill.

Waiting until the last minute often leads to missing deductions or unnecessary stress. Getting organized now helps ensure your return is accurate and filed on time.

If you’re still working on your 2024 return or need help finishing it before the deadline, feel free to reach out.

02/18/2026

Did your 2025 tax strategy actually work?

Now that 2025 is closed, here’s what we’re reviewing with clients:

• Did your S-Corp salary make sense?
• Did you overpay or underpay estimates?
• Did your retirement contributions reduce tax the way we projected?
• Did your cash flow match your profit?
• Did you grow — or just get busier?

Most business owners only look at their tax return.

We look at:
✔ Profitability
✔ Cash flow
✔ Compensation structure
✔ Entity strategy
✔ 2026 tax projection

Message me and we’ll take a look before the year gets away from you.

01/30/2026

Your Tax Guy Probably Missed This....

Most business owners think taxes are just something you file.

But the real savings happens before December 31st.

I see people every week who could have:
– Written off their home office
– Paid their kids tax-free
– Set up a retirement plan
– Avoided thousands in self-employment tax

…but their CPA never told them.

If you’re a business owner and no one has done a tax strategy session with you this year, you’re flying blind.

01/08/2026

💡 Tax Tip for Business Owners with Kids

Did you know that hiring your child to work in your business can be a legitimate tax strategy — if it’s done correctly?

For sole proprietors and certain family partnerships:
✔ Wages paid to a child under age 18 may be exempt from Social Security & Medicare taxes
✔ Wages paid under age 21 may be exempt from FUTA
✔ The business gets a deduction
✔ Your child earns income at a much lower tax rate

But structure matters — this does NOT work the same way for S-corps, and improper setup can cause problems with the IRS.

If you’re paying for:
• College tuition
• Cars or insurance
• Everyday expenses

This is a planning conversation worth having before year-end.

📞 Questions about whether this works for your business? Let’s talk.

—
Palmer Accounting Services, LLC
CPA | Tax & Advisory

12/16/2025

What is a Fractional CFO — and who is it actually for?

A Fractional CFO gives you strategic financial leadership without the cost of a full-time CFO.

If your business is profitable but you’re asking questions like:

Why does cash feel tight even when sales are strong?

Which jobs, services, or clients are actually making us money?

How much can we safely pay ourselves?

Are we overpaying in taxes or missing planning opportunities?

…that’s where Fractional CFO services come in.

As a Fractional CFO, I help business owners with:
• Monthly financial statement review
• Cash flow forecasting & budgeting
• Job costing & margin analysis
• KPI dashboards and financial clarity
• Tax planning and proactive projections
• Strategic guidance for growth decisions

This service is ideal for growing businesses that need more than bookkeeping — but aren’t ready for a full-time CFO.

If you want your financials to drive decisions, not just file tax returns, let’s talk.

—
Palmer Accounting Services, LLC
Fractional CFO | CPA Advisory

12/09/2025

2025 Tax Changes Are Coming… Are You Ready?

The new “One Big Beautiful Bill” includes BIG shifts that may impact:
🔥 Child tax credits
🔥 Standard deductions
🔥 Retirement contributions
🔥 Capital gains
🔥 Small business and S-Corp planning

We’re already preparing 2025 tax strategies for clients.
If you want clarity, not confusion — we’re here to help.
📲 Schedule a 2025 planning session today.

11/20/2025

Year-end tax planning isn’t optional — it’s the difference between being prepared and being surprised. ⚠️💸

Before December 31, consider:
➡️ Maximizing deductions
➡️ Adjusting estimated taxes
➡️ Retirement contributions
➡️ S-corp reasonable compensation
➡️ Equipment purchases
➡️ Tax credits you may qualify for

If you want a proactive plan (not a reactive one), now’s the time.
DM me to get started!

Send a message to learn more

10/16/2025

Big news from the One Big Beautiful Bill!
You can now deduct interest paid on new car loans (up to $10,000) from 2025–2028 — even if you take the standard deduction.
The vehicle must be new, assembled in the U.S., and used personally, not for business.

Questions about whether your vehicle qualifies? Let’s talk before tax season!