Sally B. McClure, CPA

02/18/2026

🚨 Overtime Pay & Taxes – Let’s Clear Up the Confusion! 🚨

There’s been a LOT of misinformation floating around about overtime and taxes. Let’s break down the myths vs. reality 👇

❌ Myth: All overtime pay is tax-free.
✅ Reality: Only the “premium” portion (the extra 0.5x — not the full 1.5x rate) may qualify for the deduction.

❌ Myth: You pay no taxes on overtime at all.
✅ Reality: Overtime is STILL subject to Social Security, Medicare, and possibly state & local taxes.

❌ Myth: The deduction is automatic for everyone.
✅ Reality: It is NOT automatic. Phase-outs apply if your Modified Adjusted Gross Income (MAGI) exceeds:
• $150,000 (Single)
• $300,000 (Married Filing Jointly)

❌ Myth: Married couples can file separately and still claim it.
✅ Reality: Married taxpayers must file a joint return to claim the deduction.

❌ Myth: It applies to all extra hours worked.
✅ Reality: It only applies to qualified overtime required under the Fair Labor Standards Act (FLSA).

02/10/2026

Some tax refunds may take a little longer, but the wait is worthwhile: If you claim certain credits, the is required to wait until mid-February to issue your refund. information can help you find out when you can expect your refund. Where's My Refund will show an updated status by February 22.

Find more information at www.irs.gov/refundtiming.

01/12/2026

🚨 Tax Season Countdown Begins! 🚨

📅 January 26, 2026 — the IRS is planning to open e-file, marking the official start of tax season.

12/31/2025

🚗 Year-end reminder!
Don’t forget to gather your mileage records before the year wraps up. Business mileage can be a valuable deduction, but only if it’s properly documented. Now’s the perfect time to total it up and save yourself stress later!

Standard mileage rate for 2025 is 70 cent per business mile and 2026 rate is 72.5 per business mile.

12/16/2025

📣 Important 2025 Tax Update — Especially for Seniors! 📣

✨ New, higher standard deduction amounts for 2025:
👤 Single: $15,750
🏡 Head of Household: $23,625
💍 Married Filing Jointly: $31,500

👵👴 Extra tax breaks for seniors (age 65+) — and there are two layers of benefits 👇

✅ Additional standard deduction for age 65+:
• $2,000 for unmarried taxpayers
• $1,600 per spouse for married taxpayers (joint or separate) and surviving spouses
➡️ This is on top of your regular standard deduction

⭐ NEW Senior Deduction for 2025:
• Up to $6,000 per senior
• Married couples filing jointly where both spouses are 65+ can claim up to $12,000 total 💰💰
• Subject to income phase-outs

📉 The result? Lower taxable income, simpler filing, and potential tax savings — especially for retirees 🙌

12/10/2025

📢💸 Important IRS Update: No More Mailed Refund Checks for Most Taxpayers

The IRS is officially phasing out paper refund checks starting with the 2026 filing season (for 2025 tax returns). 📬❌

Here’s what this means:
💻 Most refunds will be issued electronically — direct deposit, prepaid debit card, or other secure digital options.
🏦 Providing your bank account info when filing will now be the standard way to receive your refund.
⚠️ A few exceptions may apply for taxpayers without bank accounts or those unable to receive electronic payments.

As always, I’ll keep you updated as IRS guidance continues to roll out. If you’re unsure how this affects you or your business, feel free to reach out! 💬🤝

10/01/2024

Due to the impact of Hurricane Helene, our office is currently closed as we are without power and internet. Please know that we are monitoring the situation, and as soon as power and internet are restored, we will respond to emails and messages as quickly as possible.Thank you for your understanding and patience during this time.

For disaster unemployment assistance and instructions on how to file a claim check out the information at the North Carolina Department of Employment Security

Disaster Unemployment Assistance (DUA) Reminder: The 30-day period to apply for DUA ends Oct. 10, 2021. People in Buncombe, Haywood and Transylvania

04/13/2024

If you owe taxes and can't pay the balance by the deadline, make sure to file your return on time and pay as much as you can. Filing on time will help you avoid additional penalties from piling up. An reminder: An extension of time to file is not an extension of time to pay.

Get started at www.irs.gov/efile

03/30/2024

The has made updates to the ‘Where’s My Refund?’ tool, including:
• Refund status messages in plain language
• Seamless access on mobile devices and with the IRS2Go app
• Notifications if the IRS needs additional information for your refund

Visit irs.gov/wheres-my-refund

03/26/2024

If you haven’t filed your taxes and missed our cut off for drop off you can file online safely and securely at the link below!

Prepare and file your federal and state income taxes online. Maximum refunds, 100% accuracy guaranteed. One flat-rate price for everyone – just $25.

03/21/2024

‼️Just a reminder‼️ We need your tax documents by the end of this week. Yes….that goes for extensions too! If we receive your tax documents after March 22, 2024, it is likely we will need to file an extension on your behalf. PLEASE note, an extension is an extension of time to file, NOT an extension of time to pay. If you believe you will owe federal or state income tax, I recommend making a payment when the extension is filed. If your documents are received after March 22, 2024, we will not be able to estimate your tax due.

03/19/2024

Get information about your refund when you need it. The has enhanced our Where's My Refund tool for this tax season. Enjoy our new detailed refund status in plain language, seamless access to the app on mobile devices and notifications when the IRS needs more information.

Learn more about this and other filing season updates at https://ow.ly/wm3p50QKSbZ