Financial Solution Advisors

05/26/2026

Thinking about opening a Trump Account for your child?

Before you do, ask yourself this:
👉 What’s the actual goal for that money?

Because while these accounts are flexible, they’re not always the most tax-efficient option, especially if you already have a 529 or other savings in place.

A few things to consider:

✔️ How much you’ll realistically contribute
✔️ Whether you’re okay locking the money in long-term
✔️ How it fits with your existing plan
✔️ The extra tax tracking required

It can be a great tool, but only if it fits your bigger strategy.

Read the full breakdown before you decide.

https://financialsolutionadvisors.com/blog/what-is-a-trump-account/

05/20/2026

We really stepped up this tax season.

Each year, our team takes part in our annual Step Challenge. The rules are simple: walk as much as possible during tax season, and the top steppers win donations for their favorite charities.

Here are our 2026 winners:

🥇 Shawn Retherford: $1,000 donated to USO - United Service Organizations, supporting military members and their families around the world.

🥈 Isaac Brohinsky: $500 donated to Elevate Jacksonville , helping local youth through mentoring, education, and leadership programs.

🥉 John Giehrl: $250 donated to Mission House, Inc. , providing meals, shelter, and support services to people in need.

We’re proud of our team for showing up for each other, our health, and our communities.

05/19/2026

Building wealth is one thing. Managing it across a family? That’s where it gets complicated.

A family office brings everything together:

✔️ Tax strategy that looks ahead
✔️ Oversight of business and personal finances
✔️ Support through generational transitions
✔️ Clear structure for managing wealth and decisions

Learn how family office services can help you protect, grow, and pass on your wealth with confidence.

https://financialsolutionadvisors.com/cpa-services/industry-expertise/family-office-services-jacksonville-fl-cpa/

05/12/2026

If you’re still running payroll in spreadsheets, you’re probably spending more time, and taking on more risk, than you need to.

Modern payroll apps:

✔️ Collect the right forms from day one
✔️ Track time automatically (no chasing employees)
✔️ Handle payroll taxes for you
✔️ Sync directly with your books
✔️ Show your team exactly what they’ve earned and what time off they have

Some businesses run payroll in about 13 minutes!

If payroll still feels like a monthly headache, it’s worth rethinking your setup.

Read the full breakdown of what a modern payroll system can actually do for your business.

👉 https://financialsolutionadvisors.com/blog/payroll-apps/

04/28/2026

We’ve officially filed this tax season under: DONE ✅

To celebrate, the FSA team headed to JAX Cooking Studio .

And instead of crunching numbers, we were crunching into some seriously good food.

Thanks to an incredible team for another successful season.

04/14/2026

College costs are climbing fast.

The average year of college now costs tens of thousands of dollars, which is why many families start planning early.

One of the most popular tools for education savings is a 529 college savings plan.

Here’s why families use them:

1️⃣ Earnings grow tax-deferred
2️⃣ Withdrawals for education expenses can be tax-free
3️⃣ Funds can cover tuition, books, housing, and more
4️⃣ You can change the beneficiary if plans change

If you’re wondering how 529 plans work—or whether one makes sense for your family—our guide walks through the basics in plain English.

https://financialsolutionadvisors.com/blog/the-abcs-of-529-college-savings-plans/

04/07/2026

It started with a mailed check… and turned into a major financial mess.

One organization had its checks intercepted, altered, and cashed—without realizing it until vendors started asking where their payments were.

The result?

Hours of cleanup.
Missed payments.
And a full bank switch.

Simple internal controls—like secure payment systems and ditching paper checks—can protect your organization from fraud and unnecessary stress.

Want to make sure this doesn’t happen to you?

Read more:

Learn how internal controls in accounting enhance security, prevent fraud, and protect businesses from errors and theft.

04/02/2026

“Wait… our nonprofit might owe taxes?”

If a nonprofit earns money from activities outside its core mission, the IRS may treat that income as unrelated business income, and it can be taxable.

Here are a few examples that might trigger it:
1️⃣ Running a café or shop open to the public
2️⃣ Selling advertising in your newsletter or website
3️⃣ Renting out equipment or office space

If unrelated income reaches $1,000 or more, your organization may need to file Form 990-T.

There are also several types of income that are excluded, and understanding the rules can help you avoid unnecessary taxes.

Read the full guide here.

👉 https://financialsolutionadvisors.com/blog/how-unrelated-business-income-tax-works/

03/26/2026

Your next career move could start here.

We believe great client relationships start with a great team. That’s why we’re always looking for talented professionals who want to grow, innovate, and make a real impact.

Open roles:
• Senior Tax Manager
• Tax Associate

Why join us?
• Competitive salary and benefits
• Ongoing professional development
• A supportive, people-first culture
• National recognition as a top employer in the accounting industry

View current openings.
👉 https://financialsolutionadvisors.com/careers/

03/10/2026

Is your church getting pastor payroll wrong?

Pastor pay isn’t like a typical employee's paycheck. In our latest blog, we break it down in plain English so you can:

1️⃣ Understand why pastors are self-employed for social security
2️⃣ See how housing allowances work and when they still count for taxes.
3️⃣ Avoid common payroll mistakes that could cost your ministry time and money

Curious what every church leader should know? Read more on the blog.

https://financialsolutionadvisors.com/blog/comprehensive-guide-to-pastor-payroll/

03/03/2026

Financial Solution Advisors was honored to be named one of Jacksonville Magazine's 2026 Companies With Heart.

This year, twenty local organizations were celebrated in the latest issue of Jacksonville Magazine and recognized at a special awards luncheon on February 18.

The event was held at the iconic Florida Theatre, where guests also enjoyed a guided tour of the historic venue. We have to share a couple of fun facts about the theatre (because how could you not?):

🎭The building once served as a police station and jail
🎭 Two seats in the auditorium are permanently designated as ghost seats
🎭 It was the first building in the Southeast constructed with ready-mixed concrete
🎭 Legends like Elvis Presley once performed on its stage

We’re grateful for the acknowledgment and proud to continue leading with heart.