The Burgess Group, PA

06/19/2026

Scammers continue to target taxpayers through email, text messages, phone calls and regular mail. They often try to create urgency or fear to trick victims into sharing sensitive information or sending money.

Remember, the IRS will never contact you by email or text about a tax bill or refund. It also won’t demand immediate payment over the phone. Most IRS communications are sent through regular mail — though fraudsters may send fake IRS notices by mail, often including QR codes.

Don’t click on links, open attachments or scan QR codes from unknown senders that might direct you to fraudulent websites designed to steal personal or financial information. Contact us if you have questions.

06/18/2026

Self-employed individuals often miss legitimate tax savings because they fail to keep adequate records or misunderstand the rules. Don’t let this happen to you.

Follow this golden rule: Business expenses must be ordinary (common in your industry) and necessary (helpful and appropriate for the business). Of course, you can deduct supplies, materials, and employee payroll and benefits. But don’t overlook other deductible costs — such as for your home office, education, business meals and travel, and business vehicles.

We can help you identify qualifying business expense deductions and establish recordkeeping practices that support them. Contact us to learn more.

06/18/2026

If you’ve recently lost your job, you’re likely focused on replacing income and evaluating your next steps. But some tax implications related to a job loss may also require attention. For example, unemployment compensation and severance pay are generally taxable, at least at the federal level. And health insurance premiums you’d been paying pre-tax from your paycheck may now have to be paid after-tax — though you might be able to deduct them. There are also tax consequences to consider in relation to your retirement plan with your former employer or withdrawing funds from an IRA to replace some of your lost income. If you’d like guidance, contact us.

06/15/2026

Just a friendly reminder that your 2026 2nd Qtr Estimated Payment is due today! Please pay online at https://bit.ly/2TNpqSh for federal payments and https://bit.ly/4pNThs5 Mississippi Payments. You can also visit our website at https://bit.ly/3Z2oZXj for additional resources.

04/15/2026

Just a friendly reminder that your 2026 1st Qtr Estimated Payment is due today! Please pay online at https://bit.ly/2TNpqSh for federal payments and https://bit.ly/4pNThs5 for Mississippi Payments. You can also visit our website at https://bit.ly/3Z2oZXj for additional resources.

04/01/2026

Tax deadline is in two weeks. If you need an extension for your individual, trust or C Corporation, please call our office today.

03/11/2026

For all Individual, Trust, Estates, or C- Corporations, please submit your tax information to our office by next Wednesday, March 18th. If we receive your information after this date, your tax return will be extened.

03/02/2026

Partnership and S-Corporations tax returns are due in 2 weeks. If you need an extension, please call our office today.

02/14/2026

02/12/2026

Married couples have a choice when filing their 2025 federal income tax returns. They can file jointly or separately. What you choose will affect your standard deduction, eligibility for certain tax breaks, tax bracket and, ultimately, your tax liability. Typically, filing jointly saves tax compared to filing separately. This is especially true when the spouses have different income levels. Combining two incomes can bring some of the higher-earning spouse’s income into a lower tax bracket. Also, some tax breaks aren’t available to separate filers. But filing separately may save tax when one spouse has significant medical expenses.