Pathfinder Accounting & Tax

06/01/2026

Graduation season has a lot of parents thinking about the future, and for new parents, that often means figuring out how to start saving for their child's education.

Where do you begin? What options do you have? Is the new Trump Account with the $1,000 seed contribution the right choice, or would a traditional 529 plan make more sense for your family?

The truth is there isn't a one-size-fits-all answer. Every family's goals and financial situation are different. That's why I took a closer look at both options and put together a blog to help parents understand the pros, cons, and things to consider before making a decision.

If you're thinking about your child's future and want to learn more, check out the blog below.

If you have questions about financial planning or want help creating a plan for your family's future, give me a call to schedule a consultation. Taking a little time to prepare today can make a big difference tomorrow.

Pathfinder Accounting & Tax 📞 618-685-0461

👉 https://www.pathfinderaccounting.co/post/trump-accounts-look-before-you-leap?utm_source=facebook&utm_medium=blog.post-promoter&utm_campaign=a21bdbc7-cd4e-450a-adfd-acfbc2c197b8&fbclid=IwY2xjawSKhD5leHRuA2FlbQIxMQBzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeUStijK4a51Hk-h6DjQQRODo3quCJOdOI-aZBJ3aaViRGmLToTEVdxf8tnKU_aem_JnSEkShA0yfgO2Jwdf-BEw

When a new child savings account comes with a $1,000 government contribution, it is going to get attention. That is exactly why many parents have been asking about “Trump Accounts” and whether they should open one for their child, especially with how easy it was for 2025 on the tax return.The an...

05/28/2026

Today we had the pleasure of meeting with several local businesses and entrepreneurs to talk about how QuickBooks can simplify bookkeeping and help improve financial tracking.

If you have questions about tracking expenses, organizing your books, or making your accounting process easier, schedule a consultation with us!

Big thank you to EThOs at The Citadel for providing an excellent space to host today’s training. If your business needs a professional meeting or event space, they can help!

Pathfinder Accounting & Tax 📞 618-685-0461

05/26/2026

🚨 ATTN BUSINESS OWNERS 🚨

Running a business has plenty of challenges, but we want to make sure that your bookkeeping isn't one of them. If you are using QuickBooks, we want to give you all the tools to use it the right way!

Whether you’re brand new to QuickBooks or just tired of feeling overwhelmed by it, this workshop is built to help make things easier. Sign up for our FREE event happening this week! Register Now 👉 www.ethosmarion.org/events

📅 Thursday, May 28, 2026
⏰ 12:00PM – 1:00PM
📍

Pathfinder Accounting & Tax 📞 618-685-0461

05/25/2026

This Memorial Day, we pause to remember the heroes who gave everything for our freedom. From all of us at Pathfinder Accounting & Tax, thank you to the brave men and women who served our country with courage and selflessness.

Pathfinder Accounting & Tax
📞 618-685-0461

05/21/2026

You looking for tips on your quickbooks online account or have questions? Join us at this workshop!

This great workshop will be happening NEXT WEEK! This is for YOU. 🫵

Join us for QuickBooks Online Workshop: A Simple Guide for Doing Your Own Books! This one-hour workshop designed for small business owners and organization leaders who are handling their own bookkeeping.

In This Workshop, You’ll Learn How To:
• Handle day-to-day bookkeeping with confidence
• Avoid common QuickBooks mistakes
• Understand your financials clearly
• Simplify your bookkeeping process

🗓 Thursday, May 28, 2026 | 12:00–1:00 PM
📍 EThOs @ The Citadel, Marion, IL
👤 Led by Brendan Morgan, CPA of Pathfinder Accounting & Tax
🆓 This is a FREE workshop, but registration is required.
➡️ Register now: ethosmarion.org/events/quickbooks-online-workshop

05/08/2026

Small businesses are reclaiming hours with AI and automation, without losing the personal touch. Discover practical ways to automate routine tasks, augment your workflows, or free up time for client relationships, and scale sustainably in our latest post. Read more: https://wix.to/fwkB19q

IntroductionIf you run a small business, you already know how quickly the day fills up. There is always another email to answer, another client to follow up with, and another task that somehow becomes urgent.For many business owners in Marion and across Southern Illinois, the challenge is not just g...

05/01/2026

Starting this year, plenty of parents will start spinning up Trump accounts for their kids. A $1,000 government contribution for a child savings account sounds great, but note that this contribution is only for a select few, and there are no additional benefits for most families. Our latest post breaks down who benefits, when it makes sense, and what to watch for before electing to opening an account. Read the full article: https://wix.to/nUHwxjJ

When a new child savings account comes with a $1,000 government contribution, it is going to get attention. That is exactly why many parents have been asking about “Trump Accounts” and whether they should open one for their child, especially with how easy it was for 2025 on the tax return.The an...

04/27/2026

Still doing your books in Quickbooks Online yourself and wondering how to make it less complicated? Join our owner to go over what you should be doing to make your life easy when it comes to bookkeeping.

Does managing your own books in QuickBooks feel overwhelming? You’re not alone—and you don’t have to figure it out on your own.

Join us for QuickBooks Online Workshop: A Simple Guide for Doing Your Own Books! This one-hour workshop designed for small business owners and organization leaders who are handling their own bookkeeping.

In This Workshop, You’ll Learn How To:
• Handle day-to-day bookkeeping with confidence
• Avoid common QuickBooks mistakes
• Understand your financials clearly
• Simplify your bookkeeping process

🗓 Thursday, May 28, 2026 | 12:00–1:00 PM
📍 EThOs @ The Citadel, Marion, IL
👤 Led by Brendan Morgan, CPA of Pathfinder Accounting & Tax
🆓 This is a FREE workshop, but registration is required.
➡️ Register now: ethosmarion.org/events/quickbooks-online-workshop

04/23/2026

The new Federal tariff refund portal has recently been announced and is live, but most small businesses don’t qualify. Determine if your business is eligible and what that means for reclaiming money. Read the full breakdown and next steps for business owners: https://wix.to/g8HN4xU

There has been a lot of buzz lately about a new federal portal for tariff refunds announced this week. If you are a small business owner, you may be wondering: Can my business get money back?The answer for most small businesses is: most likely not.That does not mean the portal is fake or that refund...

04/15/2026

Even though it is tax day, also remember to file and pay your first quarter estimates due today! Reach out next week if you are looking to make sure you don’t get caught with a surprise come next year!

Happy Taxday for all who celebrate! We will be closed for the rest fo the week to allow us time to regroup and recharge. Thank you!