My Financial Home

My Financial Home A global firm providing Tax Preparation, Tax Resolution & Tax Planning services for individuals and business owners.

We also offer VCFO, S-Corp, and Business Formation services. We are committed to helping professional service providers - architects, engineers, doctors, dentists, therapists, attorneys, financial planners, consulting agencies and small business owners build successful enterprises.

💰 BUSINESS OWNERS: WHEN WAS YOUR LAST TAX STRATEGY CONVERSATION?If your answer is:“I haven't had one.”Or…“When I filed m...
09/07/2026

💰 BUSINESS OWNERS: WHEN WAS YOUR LAST TAX STRATEGY CONVERSATION?

If your answer is:

“I haven't had one.”

Or…

“When I filed my taxes.”

It may be time for a conversation.

Tax strategy isn't simply about finding deductions.

It's about understanding your business, your income, your goals and your overall tax position.

There are still several months left in the year.

Use them wisely.

📲 Tax Strategy appointments are available through My Financial Home Enterprises®.

💼 BUSINESS OWNERS: KEEP BUSINESS AND PERSONAL SEPARATE.Mixing personal and business transactions can make bookkeeping mo...
09/07/2026

💼 BUSINESS OWNERS: KEEP BUSINESS AND PERSONAL SEPARATE.

Mixing personal and business transactions can make bookkeeping more difficult and create unnecessary problems when it's time to prepare your tax return.

Good habits include:

✔️ Separate business bank accounts
✔️ Separate business credit cards
✔️ Maintaining receipts and documentation
✔️ Properly categorizing expenses
✔️ Reconciling accounts regularly

Your financial records tell the story of your business.

Keep the story clean.

⏰ SEPTEMBER 15 TAX DEADLINE REMINDERIf your calendar-year S Corporation or Partnership return is currently on extension,...
09/05/2026

⏰ SEPTEMBER 15 TAX DEADLINE REMINDER

If your calendar-year S Corporation or Partnership return is currently on extension, the filing deadline is generally September 15.

If your tax professional is waiting for documents, financial statements or other information needed to complete your return, now is the time to provide it.

Don't wait until the deadline.

📌 September 15

Mark your calendar and make sure your return is moving toward completion.

📬 RECEIVED A TAX NOTICE? DON'T IGNORE IT.An IRS or state tax notice does not automatically mean the worst.But it DOES me...
09/04/2026

📬 RECEIVED A TAX NOTICE? DON'T IGNORE IT.

An IRS or state tax notice does not automatically mean the worst.

But it DOES mean you should understand what the notice says and determine what action may be required.

If you're dealing with:

✔️ Back taxes
✔️ Unfiled returns
✔️ Tax notices
✔️ Collections
✔️ IRS or state tax matters

Our team can help you understand your situation and explore available resolution options.

The first step is understanding the problem.

📲 Contact us for information about a Tax Resolution Consultation.

💡 TAX PREPARATION AND TAX PLANNING ARE NOT THE SAME THING.Tax preparation looks backward.It reports what already happene...
09/03/2026

💡 TAX PREPARATION AND TAX PLANNING ARE NOT THE SAME THING.

Tax preparation looks backward.

It reports what already happened.

Tax planning looks forward.

It gives us an opportunity to review your financial situation, identify potential strategies and make informed decisions while there may still be time to act.

Both are important.

But if you're a business owner, your first tax conversation of the year should not happen when it's time to file the return.

📲 Tax-planning appointments are available now.

📊 BUSINESS OWNERS: DO YOU KNOW YOUR NUMBERS?We’re heading into the final months of the year.Can you answer these questio...
09/03/2026

📊 BUSINESS OWNERS: DO YOU KNOW YOUR NUMBERS?

We’re heading into the final months of the year.

Can you answer these questions?

✔️ What is your year-to-date revenue?
✔️ What are your year-to-date expenses?
✔️ What is your current profit?
✔️ Are your books reconciled?
✔️ What is your projected income for the year?

Good tax planning starts with good financial information.

If your books are behind, September is the time to get caught up.

Know your numbers before tax season arrives.

📲 Need help preparing for year-end? Contact My Financial Home Enterprises®.

🍂 WELCOME TO SEPTEMBER — LET’S TALK TAXES.As we enter the final months of the year, this is an important time for taxpay...
09/02/2026

🍂 WELCOME TO SEPTEMBER — LET’S TALK TAXES.

As we enter the final months of the year, this is an important time for taxpayers and business owners to take a closer look at where they stand.

If we haven’t met, I’m **Dr. Cozette M. White — Tax Strategist, Educator, Author and Business Owner.**

I work with individuals and business owners in several key areas:

💰 **TAX PLANNING & STRATEGY**

There is still time to review your income, evaluate your current tax position and identify strategies that may need to be implemented before year-end.

Tax planning works best when we have **time to review, strategize and implement.**

If you own a business, now is also the time to make sure your bookkeeping and financial records are current.

📬 **TAX RESOLUTION**

If you have back taxes, unfiled returns, IRS or state notices, collections, or another unresolved tax matter, we can help you understand your situation and explore available resolution options.

You do not have to navigate the process alone.

⏰ **UPCOMING TAX DEADLINES**

If your return is currently on extension, please make sure your tax professional has the documents needed to complete your filing.

📌 **September 15** — Generally, extended calendar-year S Corporation and Partnership returns

📌 **October 15** — Generally, extended individual returns and calendar-year C Corporation returns

💚 SEPTEMBER IS A GOOD TIME TO GET AHEAD.

Whether you need:

✔️ Tax Preparation
✔️ Tax Planning & Strategy
✔️ Business Tax Services
✔️ Tax Resolution

Our team is here to help.

— Dr. Cozette M. White
Tax Strategist | Educator | Business Owner

07/26/2026

Your Business Entity and Tax Election Are Two Different Decisions

Many business owners assume their legal entity automatically determines how they're taxed—but that's not always the case.

Your business entity defines your legal structure, while your tax election determines how the IRS taxes your business. Understanding the difference can affect your filing requirements, tax obligations, and planning opportunities.

Choosing the right combination isn't just about forming a business—it's about making informed tax decisions as your business grows.

📋 The right tax election starts with understanding your options.

Let's discuss the best tax strategy for your business: https://tidycal.com/bookwithcozette/taxtalkwithcozette

Tax Season Exposed the Problem. Now It Is Time to Fix It.Tax season has a way of revealing what needs attention—whether ...
07/25/2026

Tax Season Exposed the Problem. Now It Is Time to Fix It.

Tax season has a way of revealing what needs attention—whether it's poor recordkeeping, missed deductions, inaccurate estimates, or a business structure that no longer fits your needs.

The good news? You don't have to wait until next filing season to make improvements.

Now is the time to strengthen your bookkeeping, review your tax strategy, and address the issues that could cost you more in the future. The actions you take today can help create a smoother, more efficient tax season next year.

🔍 Every tax season is an opportunity to improve the next one.

Let's identify what's holding your tax strategy back: https://tidycal.com/bookwithcozette/taxtalkwithcozette

07/24/2026

What Should You Keep After Filing Your Tax Return?

Filing your tax return is only part of the process. Keeping the right records afterward is just as important.

Save a copy of your filed tax return, supporting tax documents, and any records that support deductions or credits you claimed. Good recordkeeping can make future tax filings easier and provide documentation if questions arise later.

Being organized today can save time and stress down the road.

📂 Strong tax records are part of a strong tax strategy.

Need guidance on what records to keep? Let's talk: https://tidycal.com/bookwithcozette/taxtalkwithcozette

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