New Waverly Tax Services LLC

04/21/2026

💰✨ ACCEPTING CLIENTS — LATE FILING / SECURE YOUR 2023 REFUND BEFORE IT IS TOO LATE ✨💰

While tax season may have ended, New Waverly Tax Services continues to provide professional, reliable support to meet your tax needs.

If you have not yet filed, encountered challenges, or simply need guidance, we are here to assist.

Our services include, but are not limited to:
✔ Late tax filings
✔ 2023 prior-year returns (final opportunity to e-file is approaching)
✔ Amended returns to correct filings and recover missed funds
✔ Self-employment and small business tax preparation
✔ Assistance with IRS notices and correspondence
✔ Payment plan setup and strategic tax planning

📂 Late Filing Guidance for the current year: Tax extensions must be filed electronically or postmarked by April 15. If you missed the deadline, it is important to file your return as soon as possible to minimize penalties.

Key considerations for late filers:
✔ File immediately: Even without an extension, filing promptly helps stop additional failure-to-file penalties
✔ Failure-to-file penalty: Typically 5% of unpaid taxes per month (or part of a month), which is significantly higher than the failure-to-pay penalty
✔ Payment deadline: If you filed a tax extension, be aware that an extension provides additional time to file (until October 15), not to pay—pay as soon as possible to reduce interest and penalties
✔ Automatic exceptions: Certain individuals, including those serving in combat zones, military members stationed outside the U.S., or taxpayers in federally declared disaster areas, may qualify for additional time

📚 Important Information for your 2023 tax return: If your 2023 return has not been filed, you may still be eligible to receive funds owed to you. Once e-filing closes, paper filing will be required, which may result in longer processing times.

The IRS allows up to three years to claim a refund.

If you miss the deadline, your refund becomes property of the U.S. Treasury — and it’s gone for good.

If you filed an extension, your 3-year window starts from the extended due date instead.

⏳ Timely Action Matters: Filing sooner helps avoid unnecessary delays and reduces potential complications. We are here to make the process efficient and straightforward.

Don’t leave money on the table—file on time and claim what’s yours! 💰

💼 Whether you need to file, amend, or plan ahead, New Waverly Tax Services is committed to delivering accurate, compliant, and dependable service.

📲 Contact Us Today:📞 Call/Text: 936-577-1650

04/09/2026

🚨 REMINDER: TAX DEADLINE APPROACHING! 🚨

📅 **April 15th is right around the corner!**
Don’t let the deadline sneak up on you and leave you dealing with penalties, delays, or unexpected IRS notices.

💡 Filing your taxes isn’t just about getting it done—it’s about getting it done right.

At New Waverly Tax Services, we:
✔️ Follow tax laws closely
✔️ Perform thorough due diligence on every return
✔️ Take a stringent, detail-focused approach to ensure accuracy
✔️ Help reduce the risk of IRS notices caused by improperly filed taxes

💼 Whether your return is simple or complex, we’re committed to helping you file correctly according to tax law—so you can have peace of mind.

🔥 Don’t risk costly mistakes—file smart, file right, file with confidence.

👉 Reach out to New Waverly Tax Services today and let us ensure every detail is handled with care—so your taxes are accurate, compliant, and fully aligned with IRS requirements.

03/11/2026

I hear you buddy!

03/02/2026

🚨 Business Owners: Your March 16 Deadline Is Coming Fast! 🚨

📅 Partnerships • S Corps • Multi Member LLCs

Your 2025 business tax return is due March 16, 2026 — and this deadline is one you don’t want sneaking up on you.
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🧾 What You Need to Have Ready
To file accurately and avoid delays, gather these essentials now:
• 📘 Year End Bookkeeping — clean, reconciled, and up to date
• 💼 Payroll Summaries — including contractor payments
• 📊 Profit & Loss Statements — full year overview
• 🏦 Reconciled Bank Statements — every business account
• 🧾 Expense Documentation — receipts, invoices, mileage logs, subscriptions

These documents tell the full story of your business — and they’re the key to a smooth, accurate filing.

⚠️ Why Early Prep Matters
Timely preparation helps you:
• Avoid costly penalties and interest
• Prevent last minute errors
• Ensure accurate reporting
• Keep your business in good standing
• Reduce stress during peak tax season

Your business works hard all year — your tax return should reflect that.

📣 Stay Ahead of the Deadline — Don’t wait until the last minute.
New Waverly Tax Services is here to help you prepare, organize, and file with confidence.

📞 Schedule your consultation today and keep your business on track for a successful tax season.

02/11/2026

🌟 Important Tax Tips & Updates You Don’t Want to Miss! 🌟

Tax season is in full swing, and staying informed can save you time, stress, and money. Here are this week’s must‑know updates from New Waverly Tax Services:

🔍 Smart Tips to Stay Ahead
- Double‑check that all your tax documents have arrived — W‑2s, 1099s, and year‑end statements.
- Track any side‑hustle or freelance income to avoid surprises at filing time.
- Review your withholding or estimated tax payments to make sure you’re on target.
- Consider maximizing IRA or HSA contributions before the deadline to boost your tax savings.

📅 Key Deadlines Approaching
- Feb. 17: Deadline to renew withholding exemptions (Form W‑4).
- April 15: Tax Day — file your return or request an extension, and pay any taxes owed.

💼 We’re Here to Help
Whether you’re an individual filer, a small business owner, or juggling multiple income streams, we make tax season simple, stress‑free, and accurate.

📞 Book your appointment today and stay confidently prepared all season long by calling (936) 577-1650.

01/31/2026

New Waverly Tax Services is open Saturday 10:00 am - 1:00 pm during tax season. Please feel free to drop in for your tax needs.

If you are unable to visit us during our normal business hours, please call (936) 577-1650 to schedule an appointment for any day of the week that is most convenient for you.

👉 Visit and follow New Waverly Tax Services for reliable tax updates, helpful tips, and guidance you can trust all year long.

01/30/2026

🚨 SUPPLEMENTAL BUSINESS INCOME: WHAT TAXPAYERS NEED TO KNOW
A professional insight from New Waverly Tax Services

Many individuals earn income outside of their primary employment, often referring to it casually as a “side hustle.” However, for tax purposes, the IRS classifies this activity as supplemental business income, and it carries specific reporting and compliance requirements.
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📌 Supplemental Business Income Is Treated as Business Activity
Whether you provide rideshare services, sell products online, offer beauty or wellness services, create digital content, clean homes, or coach clients, the IRS considers this business income, typically reported as a sole proprietor or LLC.
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📌 Accurate Documentation and Reporting Are Required
Supplemental business income cannot be simply added to your return without proper documentation.

You must maintain detailed records, track expenses, retain receipts, and file a Schedule C to accurately report your business activity.
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📌 Business Owners Are Responsible for Their Own Tax Obligations
Unlike W 2 employment, there is no automatic tax withholding.
You are responsible for both income tax and self employment tax, which often results in a higher tax liability than many taxpayers anticipate.
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📌 Supplemental Business Income Does Not Guarantee a Larger Refund

A common misconception is that having a small business automatically increases your refund.

In reality, profit is taxable, and supplemental business income may reduce your refund—or result in a balance due—depending on your overall tax situation.
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📌 Business Income Often Faces a Higher Tax Burden
W 2 employees benefit from withholding and built in protections.
Business owners gain flexibility and control, but also assume full responsibility for compliance, estimated tax payments, and accurate reporting.
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✨ Supplemental business income can be an excellent financial opportunity when managed correctly.

However, navigating the tax requirements without proper guidance can lead to unexpected outcomes at tax time.

New Waverly Tax Services is here to ensure your business activity is compliant, strategic, and aligned with your financial goals.
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📲 Become a client today
🌐nwtstax.com
📞 (936) 577-1650

New Waverly Tax Services - Professional guidance for every stage of your financial journey.

👉 Visit and follow New Waverly Tax Services for reliable tax updates, helpful tips, and guidance you can trust all year long.

01/30/2026

🚨 Refund Update Every Taxpayer Should Know 🚨

If you’re expecting a refund this year, make sure your direct deposit information is included on your tax return. Missing or incorrect banking details can delay your refund.

🔍 What Happens If Your Banking Info Is Missing?

If the IRS can’t process your direct deposit, they will contact you by mail at your last known address with a CP53E notice, which requires a response within 30 days to:

- Provide updated banking information, or
- Explain why you’re unable to provide it

💻 How to Update Your Information

You can securely update your banking details through your IRS Online Individual Account.

⚠️ For security reasons, the IRS cannot accept banking information over the phone or in person.

💸 When Will Your Refund Be Released?

Once your information is updated, the IRS will issue your refund by direct deposit or paper check.

If you do not respond to the CP53E notice (and no other issues exist), your refund will be mailed as a paper check after about six weeks.

⚠️ Important: Payments vs. Refunds

There’s a difference between updating bank info for payments and for refunds.

For IRS payments (not refunds):
Log into your IRS online account and go to:
Payments → Payment Options → Make a Payment

There you can edit, cancel, or update your routing and account numbers.

For tax refunds:
Once your return has been accepted, direct deposit details usually cannot be changed. If a bank rejects the deposit due to incorrect information, the IRS will mail a paper check to the address on file — which can take several weeks.

👉 Exception: If you receive a CP53E notice, you may have a 30-day window to update or add bank information in your online account to still receive your refund by direct deposit.

Staying ahead of these updates helps ensure your refund arrives without unnecessary delays.

Need help? New Waverly Tax Services is here for you — reach out anytime.

👉 Visit and follow New Waverly Tax Services for reliable tax updates, helpful tips, and guidance you can trust all year long.

01/30/2026

👉 Visita y sigue a New Waverly Tax Services para obtener actualizaciones tributarias confiables, consejos útiles y orientación en la que puedes confiar durante todo el año.

01/30/2026

💡 Tip of the Week:
Partnerships, S‑corps, and multi‑member LLCs have a March 16, 2026 filing deadline.

✨ Reminder: If you plan to elect S‑corp status for 2026, Form 2553 is due the same day.

👉 Visit and follow New Waverly Tax Services for reliable tax updates, helpful tips, and guidance you can trust all year long.

01/23/2026

💡 Tip of the Week:

The 2025 standard deduction has increased due to inflation adjustments, which means many taxpayers will see a larger automatic deduction this year. However, itemizing may still be the better choice if your mortgage interest, medical expenses, charitable contributions, or other eligible deductions exceed the standard deduction for your filing status.

2025 Standard Deduction Amounts
- Single / Married Filing Separately: $15,750
- Married Filing Jointly: $31,500
- Head of Household: $23,625
- Qualifying Surviving Spouse: $31,500

Additional Standard Deduction (Age 65+ and/or Blind)
Single or Head of Household
- 65+ or Blind: + $2,000
- 65+ and Blind: + $4,000

Married Filing Jointly, Married Filing Separately, or Qualifying Surviving Spouse
- 65+ or Blind: + $1,600 per qualifying individual
- 65+ and Blind: + $3,200 per qualifying individual

If you’re unsure whether itemizing or taking the standard deduction is best for you, New Waverly Tax Services is here to help you make the most informed and beneficial choice.

👉 Visit and follow New Waverly Tax Services for reliable tax updates, helpful tips, and guidance you can trust all year long.

01/15/2026

💡 Tip of the Week:

Kick off tax season by gathering your income documents early.

W‑2s and 1099s start arriving in January — create a simple folder (digital or physical) labeled 2025 Tax Docs to keep everything in one place.

✨ Why it matters: Staying organized now prevents delays and missed deductions later.

👉 Visit and follow New Waverly Tax Services for reliable tax updates, helpful tips, and guidance you can trust all year long.

Call now to connect with business.