Income Tax Etc., Patrick Campbell CPA

06/04/2026

June is here, meaning that summer is truly right around the corner. During this season, some of us love to soak up the sun, while others find every reason to stay cool indoors.

Which one are you this summer?

🏖️ Vote soaking up the sun

🛋️ Vote stay inside with the AC on full blast

Feel free to drop your pick in the comments. We would love to see which side comes out on top!

05/18/2026

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.

05/15/2026

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!

Whether your graduate is completing Pre-K or their MBA, we want to extend heartfelt congratulations on this milestone.

Here’s to new beginnings, exciting opportunities, and all the big moments that lie ahead🎉

05/12/2026

Even if you think your taxes are carefully completed, your business can get hit with unexpected tax bills, denied deductions, and IRS penalties. Tossing tax documents too soon makes it harder to challenge these risks.

Without records to substantiate your claimed income, expenses, or credits, you risk losing those deductions and credits during an audit, which can lead to owing back taxes plus interest and penalties.

Our team can help you get organized, set up a recordkeeping system, and stay ready for tax season and beyond. Let’s talk before you start cleaning out your files.

05/11/2026

Just a quick heads up! Our office will be **closed this Friday**. If you need anything before the weekend, feel free to call or message us.

05/10/2026

In celebration of Mother’s Day, we want to take a moment to honor the mothers, grandmothers, and maternal figures who enrich our lives with love, wisdom, and unwavering support.

We hope your day is filled with the appreciation, warmth, and joy you so richly deserve.

Happy Mother's Day!

05/06/2026

05/05/2026

In honor of Cinco de Mayo, our team wanted to share a delicious Chicken Enchilada Dip recipe from Delish that's ready in just 30 minutes and perfect for your celebrations.

If you give this recipe a try, be sure to let us know how it went!

Wishing you a festive and delicious Cinco de Mayo!

📖: https://www.delish.com/cooking/recipe-ideas/a49954/chicken-enchilada-dip-recipe/

01/27/2026

Business owners: The February 2nd filing deadline for W-2s and 1099s is approaching. (As a reminder: While this deadline typically falls on January 31st of each tax year, it is moved to the next business day if January 31st falls on a weekend.)

Now’s the time to double-check your forms, verify your info, and stay compliant. Swipe through this quick guide for a refresher on what you need to do.

Need personalized business tax guidance? Give us a call and we can connect.

01/14/2026

We’re often asked what exactly counts as a tax deduction. While every situation is unique, here are some of the most common deductions individuals may qualify for. Swipe to learn more.

Have questions about what applies to you? Give us a call today to ensure you maximize every deduction available.