PBG Advisors & CPAs

05/29/2026

🌟 Staff Spotlight: Meet Porter Romm 🌟

We’re excited to spotlight Porter Romm, a valued member of the PBG Advisors team. A graduate of Brigham Young University–Idaho, Porter has a strong foundation in personal and business tax preparation and brings valuable technical expertise in Microsoft Excel and VBA to help streamline workflows and automate complex tasks.

Outside of work, Porter enjoys spending time with his wife, Kristen, their young son, Rhett ❤️, and they’re excited to be welcoming a baby girl this fall! 💕👶 Their family also includes two energetic German Shorthaired Pointers, Sage and Lily 🐕🐕, his trusted companions for upland bird hunting.

Raised with a love for the outdoors, Porter enjoys hunting and fishing 🌲🎣 and has a well-known love of hot sauce 🌶️. Whether at work or at home, he values hard work, integrity, and making a meaningful impact in the lives of those around him.

We’re grateful to have Porter as part of the PBG Advisors team. 💚

05/27/2026

🚨💸 Scammers don’t take a break—and their tactics are getting WILD.

From fake IRS texts with QR codes to AI voice calls that sound *way* too real, scammers are stepping up their game in 2026. Even social media “tax hacks” and shady preparers can land you in serious trouble 😬

🛑 Quick rule: If it feels urgent, suspicious, or too good to be true—it probably is.

The IRS “Dirty Dozen” list is packed with the latest scams you need to watch for (and avoid).

👉 Stay smart. Stay protected. Read the full list here: https://pbgadvisors.com/top-tax-scams-2026/

Discover the top tax scams for 2026 from the IRS Dirty Dozen list. Learn how to avoid phishing, identity theft, and tax fraud with tips from PBG Advisors CPA.

05/25/2026

Today, we pause to remember and honor the brave heroes who gave their lives for our freedom. 🇺🇸

Their courage, sacrifice, and selflessness will never be forgotten. As we gather with family and friends this Memorial Day, may we also take a moment to reflect on those who made it all possible.

A reminder that our office will be closed on Monday in observance of Memorial Day. We will reopen at 9:00 AM on Tuesday, May 26th. Our current office hours are Monday–Thursday, 9:00 AM–5:00 PM.

Wishing everyone a safe and meaningful holiday weekend. ❤️🤍💙

05/22/2026

We had the sweetest visitor in the office this week! 💙💛

Hazen stopped by to bring the partners their “Hazen’s my homie with an extra chromie!” shirts, and his excitement seeing everyone matching him was absolutely priceless. 😊

Thank you, Hazen, for sharing your joy and bright smile with us! We are honored to support the Western Slope Step Up for Down Syndrome Walk and celebrate incredible individuals like you.

Moments like these remind us what community is all about. 💙💛

Rocky Mountain Down Syndrome Association Western Slope

05/19/2026

🏡 Thinking about homeownership? Here’s the real cost behind the dream…

The average monthly cost for homeowners with a mortgage has climbed to $2,035—up 26% since 2019. Higher home prices, rising interest rates, insurance premiums, and HOA fees are all playing a role.

But here’s the bigger picture 👇
Owning a home isn’t just about monthly payments—it’s about building equity and long-term value. The longer you own, the more opportunity you have to grow your investment.

💡 Bottom line: Costs are rising, but so is the potential payoff.

Learn what goes into the true cost of owning a home—and why it can still be a smart move: https://pbgadvisors.com/costs-of-owning-a-home/

Learn the true costs of owning a home, including mortgage rates, insurance, and expenses. Insights from PBG Advisors CPA in Grand Junction Colorado.

05/16/2026

📘 Education: Life Changes That Can Impact Your Taxes

Major life events don’t just change your personal life — they can also affect your tax situation in important ways.

Some common life changes that may impact your taxes include:
✔ Getting married or divorced
✔ Having a child
✔ Buying or selling a home
✔ Starting a business
✔ Changing jobs
✔ Retirement
✔ Paying for college
✔ Receiving inheritance or investment income

These changes can affect:
• Filing status
• Tax credits and deductions
• Withholding needs
• Estimated tax payments
• Retirement contributions

Planning ahead can help you avoid surprises and make the most of available tax benefits.

If you’ve experienced a major life change recently, now is a great time to review your tax strategy. We’re here to help guide you through it. 📊

05/12/2026

🏡 Buying a home? Make sure you know your mortgage options first.

From 30-year fixed loans with lower monthly payments to no-down-payment options like VA and USDA loans, the right choice can make a big difference in your financial future.

💡 The key: don’t assume—explore your options and choose what fits your goals.

Learn about the 6 main mortgage types and which might be right for you: https://pbgadvisors.com/six-mortgage-loan-types/

Learn the six main mortgage loan types—fixed-rate, adjustable, FHA, VA, and USDA—and find out which home loan fits your budget and goals.

05/10/2026

Happy Mother's Day! 💐

05/09/2026

📘 Why Bookkeeping Matters Year-Round

Many business owners only think about bookkeeping during tax season — but keeping accurate financial records all year long is one of the smartest things you can do for your business.

Consistent bookkeeping helps you:
✔ Monitor cash flow
✔ Make informed business decisions
✔ Stay tax-ready
✔ Avoid costly mistakes
✔ Track profitability
✔ Prepare for growth opportunities

When your books are up to date, you have a clear picture of your business finances — not just at year-end, but every single month.

Good bookkeeping isn’t just about compliance. It’s about confidence, organization, and building a stronger business foundation.

Need help keeping your books organized year-round? We’re here to help. 📊

05/05/2026

🚨 Scam Alert: Phishing is getting smarter—and more dangerous.

Email attacks jumped 202% in 2024, with scammers using links that can fool even the most careful users. From fake texts about “unpaid tolls” to emails that look like they’re from your boss or the IRS, these scams are everywhere.

👉 Think before you click. Verify before you respond.

Learn how to spot phishing, smishing, and spoofing—and protect yourself: https://pbgadvisors.com/phishing-smishing-spoofing-scam-alert/

Learn how to spot phishing, smishing, and spoofing scams. PBG Advisors CPA in Grand Junction shares tips to protect your data and avoid tax fraud.