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JCB Financials

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Fresno, CA
JCB Financials

Accountant in Fresno specializing in bookkeeping, payroll, and more 💰

11/02/2026

2027 Healthcare Open Enrollment

The 2027 open enrollment period for Marketplace health insurance began on Sunday, November 1, 2026, and runs through January 15, 2027. To obtain coverage starting January 1, 2027, you must enroll by December 15, 2026. If you enroll between December 16, 2026, and January 15, 2027, your coverage will generally begin February 1, 2027. During this period, you can enroll in, renew, or change health plans for the coming year.

Once the Open Enrollment period is over, you generally can only enroll in or change Marketplace plans if you qualify for a Special Enrollment Period, such as after certain qualifying life events.

Enrollment can be completed at https://www.healthcare.gov, and information on how to prepare for enrollment, including what documents you'll need, can be found here: https://www.healthcare.gov/apply-and-enroll/get-ready-to-apply/.

11/02/2026

Just because your company is small doesn’t mean you can’t use expert help. In fact, smaller businesses benefit from outsourcing their bookkeeping needs even more than large companies. If you own a small business, trusting a bookkeeping service to keep your numbers in order can give you peace of mind, more time to focus on building your company, and confidence that your financial data is accurate, compliant, and useful.

Contact JCB Financials today to learn how we can help you bring your business to the next level 🚀

10/27/2026

Accurate W-2 Reporting Is Required to Deduct 2026 Overtime – Did You Know?

Eligible taxpayers may deduct up to $12,500 of qualified overtime compensation ($25,000 for joint filers) on their 2026 federal income tax returns without itemizing. The deduction begins phasing out when modified adjusted gross income exceeds $150,000 ($300,000 for joint filers). Married taxpayers generally must file jointly. Qualified overtime generally means the “half” portion of time-and-a-half pay required under the Fair Labor Standards Act. Social Security and Medicare taxes still generally apply.

For 2026, employers must report qualified overtime on Form W-2 in box 12 using code “TT.” If the amount is missing or incorrect, contact your employer and keep supporting pay stubs handy. Be sure to obtain a corrected Form W-2c (Corrected Wage and Tax Statement) if your employer omitted or incorrectly reported your qualified overtime pay.

10/26/2026

If you think you don’t make enough money for tax planning to make a difference in your life or business, keep reading 👇

Tax planning has little to do with how much you earn and is more about how much you keep. No matter your situation, effective tax planning involves the right timing of your income, contributions, and deductions, which can change what you owe.

Those who skip tax planning are often the ones who assume their income level is too small to bother with, but in reality, they’re the ones leaving the most on the table.

Trust our tax planning services in Fresno to start holding onto more of what you earn!

10/19/2026

Educators Have New Options to Deduct 2026 Classroom Expenses – Did You Know?

If you work as a K–12 teacher, instructor, counselor, principal or aide for at least 900 hours during the school year at a qualifying school, you may be able to deduct qualifying unreimbursed classroom expenses on your tax return.

For 2026, eligible educators may deduct up to $350 of qualifying expenses as an above-the-line deduction without itemizing, or up to $700 for a married couple filing jointly if both qualify, with a limit of $350 each.

Additionally, a new itemized deduction is available beginning in 2026 for educator expenses, with no separate dollar cap. You must itemize deductions to claim this additional deduction. It is also available to interscholastic sports administrators and coaches who meet the K–12 school and 900-hour requirements, and may cover additional expenses.

Eligible educators may claim both deductions, as long as the expenses used to figure each deduction do not overlap. A tax professional can help you determine whether you qualify and which deduction strategy yields the greatest possible tax savings.

10/19/2026

Are you questioning whether or not you can handle your business taxes on your own this year? If the answer is yes, here are 3 signs to watch out for that can help you decide if you need to outsource your tax preparation needs:

❌You’re overwhelmed: If you get stressed out with or confused by complex forms, struggle with changing tax laws, or have multiple sources of income, you may need professional help.
❌You’ve made mistakes in the past: If your past filings included errors, you’ve been audited, or missed deductions in previous years, an expert can help you avoid costly mistakes.
❌Your business is growing or changing: As your business grows, your taxes get more complicated. Professional help can help you navigate these changes.

If any of these signs sound familiar, don’t wait. Reach out to JCB Financials today to take the stress out of your business taxes and focus on what really matters!

10/12/2026

October 15 Filing Extension Deadlines

Taxpayers who timely requested an extension to file their 2025 federal income tax returns generally must file by Thursday, October 15, 2026. The same deadline generally applies to calendar-year C corporations that received an extension to file their 2025 corporate returns (Form 1120).

In addition, U.S. persons with a financial interest in or signature authority over foreign financial accounts whose combined value exceeded $10,000 at any time during 2025, and who are required to file a Report of Foreign Bank and Financial Accounts (FBAR), generally must file by October 15, 2026. The FBAR extension is automatic; no extension request is necessary.

10/12/2026

If you have a professional handling your business taxes, but the process still seems to take a toll on you each year, it might be time to enlist the help of a professional bookkeeper. By expertly maintaining your books all year long, we help you stay organized, compliant, and confident in your numbers. Make your tax preparation process smoother this year by keeping up with the books! Contact JCB Financials today to learn how we can help 📲

10/06/2026

Up to $5,120 of the Adoption Tax Credit Is Refundable for 2026 – Did You Know?

The Adoption Tax Credit helps eligible families manage qualified costs such as adoption fees, travel, legal services and home studies. In recent years, the credit was nonrefundable: it could reduce a person's federal income tax, but any unused amount generally had to be carried forward.

Under rules that took effect in 2025, part of the credit is now refundable. For tax year 2026, up to $5,120 per eligible child may be refundable, even if the taxpayer owes no federal income tax. Any unused nonrefundable portion may be carried forward for up to five years, but a carryforward cannot become refundable in a later year.

The Adoption Tax Credit is subject to income limits and other restrictions, and the timing of a claim depends on the circumstances of the adoption. A tax professional can help determine whether you qualify and how much credit you may claim.

10/05/2026

There’s a big difference between having your taxes done and having them planned. Without a plan, tax season is a reaction to what happened the year before. You find out the amount after the year is over, when there’s nothing left to change. With a plan, you see it coming months out and make moves that lower your bill while you still can.

JCB Financials offers tax planning services that take you from reacting when taxes are due to deciding all year long.

Address

Fresno, CA

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://jcbfinancials.com/

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