FWK & Associates PLLC

FWK & Associates PLLC FWK & Associates PLLC -- Accounting for Today, Planning for Tomorrow. We are committed to providing close, personal attention to our clients.

Our accounting firm was founded in 2000 to provide creative financial solutions and high-quality tax and accounting services to businesses and individuals. It is our belief that superior client service is composed of three important factors:

•Quality and Timely Service – We have knowledgeable professionals dedicated to you and your business.

•Industry Expertise – We obtain an understanding of yo

ur business, the industry in which you operate, and the factors, both internal and external, that affect your business.

•Solutions – We are oriented to developing answers to issues of concern to you from an accounting, tax, and operational perspective. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial astuteness. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

When the U.S. Mint halted new penny production in late 2025, many business owners and consumers are evaluating what this...
05/21/2026

When the U.S. Mint halted new penny production in late 2025, many business owners and consumers are evaluating what this change means for day-to-day transactions. As the supply of pennies gradually declines, the shift toward rounding cash payments to the nearest nickel is expected to become standard practice. Swipe to learn more.

As payment practices continue to evolve, staying informed matters. If you have questions about how this shift may affect your budgeting, tax reporting, or business operations, contact us for guidance.

Now that tax season is in the rearview mirror, you're in a great position to make next year easier and more rewarding. I...
05/12/2026

Now that tax season is in the rearview mirror, you're in a great position to make next year easier and more rewarding. It might seem early to start planning for 2027, but doing a few small things now can reduce future stress, help you capture deductions you might miss, and prevent surprise tax bills.

Swipe for a few key steps you can take to stay organized, plan ahead, and keep your finances moving in the right direction.

We hope these tips are helpful over the next year. As always, if you have any questions that come up over the year, know that our team is here for you. Don’t hesitate to reach out.

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, wit...
05/01/2026

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.

A tax refund isn’t just extra cash — it can also be an opportunity to take a big step forward. Whether you're thinking a...
04/28/2026

A tax refund isn’t just extra cash — it can also be an opportunity to take a big step forward. Whether you're thinking about using your refund to save, invest, or give back, there are many beneficial things you can do with your refund. Swipe for more.

We hope these suggestions help you decide how to use your refund this year. Remember, if any tax-related questions come up for you during the rest of the year, don't hesitate to reach out. We're here to help!

We wanted to take a moment to share some key details about the required minimum distribution (RMD) rules that took effec...
03/16/2026

We wanted to take a moment to share some key details about the required minimum distribution (RMD) rules that took effect in 2025. These rules may affect how you manage any retirement accounts you inherit in 2026.

Swipe for more information.

Inherited IRA and RMD rules can be complex and overwhelming, but you don’t have to navigate them alone. We’re here to help make sure you stay on track.

With tax deadlines fast approaching, now’s the time to make sure you’re ready! Here’s what you need to know about fast-a...
03/03/2026

With tax deadlines fast approaching, now’s the time to make sure you’re ready! Here’s what you need to know about fast-approaching deadlines and your extension options.

🗓️ Individual Tax Returns: Due April 15, 2026. Need more time? File Form 4868 by April 15th to extend your deadline to October 15th. (Remember: Any taxes owed are still due April 15th to avoid penalties.)

🗓️ S Corporations and Partnerships: Returns are due March 16, 2026 (since March 15th falls on a Sunday). File Form 7004 for a six-month extension to September 15th.

🗓️ C Corporations: Due April 15, 2026, for calendar-year filers. Fiscal-year corporations must file by the 15th day of the fourth month after their year-end. If your year ends June 30th, your deadline is September 15th. File Form 7004 for an extension.

Filing as a Head of Household can bring a higher standard deduction and lower tax rate, but only if you meet IRS criteri...
02/19/2026

Filing as a Head of Household can bring a higher standard deduction and lower tax rate, but only if you meet IRS criteria.

Swipe for an overview of what head of household means and a few general requirements. For tailored guidance for your unique situation, reach out today. We are here to guide you this tax season.

There are just about two months until Tax Day, so we wanted to send a reminder to get started on your return before time...
02/16/2026

There are just about two months until Tax Day, so we wanted to send a reminder to get started on your return before time runs out. We’re here to help guide you through the process of filing your return or an extension, and it’s best to get started as soon as possible.

Give us a call today, and we can find a time to connect. We’re committed to your continued success.

As tax season continues, we want to remind you of a few key deadlines. If you haven’t contacted us yet, now's the time! ...
02/03/2026

As tax season continues, we want to remind you of a few key deadlines. If you haven’t contacted us yet, now's the time! Starting now ensures a smooth, stress-free tax season.

Give us a call today to begin the process. Our team is here to guide you every step of the way!

Feeling anxious about tax season? With a few small steps each week, you can stay organized and avoid the last-minute scr...
01/13/2026

Feeling anxious about tax season? With a few small steps each week, you can stay organized and avoid the last-minute scramble.

Swipe through this 30-Day Tax Prep Challenge, which is designed to help you break down the process into manageable tasks so you're ready before deadlines hit.

If you’d like guidance or have questions along the way, reach out. We’re here to help make tax season smoother.

With tax season just around the corner, we’re sharing several tips to make this season as smooth and stress-free for you...
01/05/2026

With tax season just around the corner, we’re sharing several tips to make this season as smooth and stress-free for you as possible.

Have questions? We’re here to help every step of the way.

Address

401 Lewis Hargett Cir
Lexington, KY
40503

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(859) 219-0098

Website

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