Latitudes Tax & Bookkeeping, Inc.

05/12/2026

From Kim Komando:
🚨 4 scam texts spreading now
“You missed jury duty. Pay $2,000 or face arrest.” Real courts never text or call about missed jury duty. They use the U.S. mail. Period.

“Traffic violation. Scan this QR code to pay.” Even if it has an official-looking state seal, real DMVs don’t text. The tells: a made-up legal code, a sketchy .cc URL and a QR code. Three strikes, all scam.

“$4.20 toll balance overdue.” Toll authorities don’t text payment links. Ever. Real bills come in the mail.

“Hey, are we still on for dinner?” From a stranger. That’s bait for a long con. They’ll chat for weeks, then steer you to a shady crypto trading platform. Block and delete.

But you don't have to guess anymore:
Open ChatGPT, Claude, Gemini or Grok. Paste in the text, then ask "Is this text a scam?"

04/30/2026

Tax tip:
It’s not too early to start planning for next year: Check withholding now!

If you owed too much, paid underpayment penalties, or even if your refund was too big, now is the time to file a new W4 with your employer.

04/20/2026

Please, please, please read this! Never, ever, click on a link that you aren't positive is safe. Use AI yourself: ask ChatGPT, Claude, Copilot, or Grok if the link is legit. You'll be surprised!

Here is a safe link to the whole article:

Swindlers have stepped up their game with artificial intelligence and deepfakes to steal older Americans’ money and personal information.

04/15/2026

Happy Tax Day?

04/02/2026

⚠️ SCAM ALERT: Fake DocuSign Emails/Text Messages ⚠️

We’re seeing an increase in fraudulent “DocuSign” messages claiming you need to review or sign an urgent document. I, myself, am getting a couple a day!

🚫 These are scams. Do NOT click the link.

Red flags to watch for:
• Unexpected request to sign a document
• Generic messages (“You have a document waiting”)
• Strange or misspelled sender email addresses
• Urgent language pushing you to act quickly
• Links that don’t clearly go to DocuSign’s official website

Stay safe:
✔️ If you weren’t expecting a document, ignore/delete the message
✔️ Go directly to the official DocuSign website or app — don’t use the link provided
✔️ Verify with the sender using a known phone number or email
✔️ Never enter personal or financial info from an unsolicited link

If you’re unsure, assume it’s a scam. When in doubt, check it out.

Feel free to share this to help protect others.

03/08/2026

Did you know many homeowners can exclude up to $250,000 of gain ($500,000 for married couples) when they sell their primary residence? As tax preparers, we often see homeowners surprised by the tax rules when selling their house. In many cases, the gain can be tax-free, but the details matter. This article explains some of the pitfalls.

A recent Tax Court case highlights the pitfalls that can cost sellers dearly.

03/06/2026

To answer your tax question:
it depends ...

03/05/2026

It's that time of year. DO NOT click on ANYTHING you receive from ANYONE claiming to be from the IRS, a State office, tax collector, attorney, police, sheriff ...

IR-2026-30: Dirty Dozen tax scams for 2026: IRS reminds taxpayers to watch out for dangerous threats Internal Revenue Service (IRS) sent this bulletin at 03/05/2026 11:05 AM EST IRS Newswire March 5, 2026 Dirty Dozen tax scams for 2026: IRS reminds taxpayers to watch out for dangerous threats Annual...

01/23/2026

Don't forget to renew. If you own or manage a Florida corporation or LLC, your 2026 annual report deadline will come faster than you think.
Key facts for 2026
• Florida annual reports are due by May 1, 2026.
• For most for-profit corporations and LLCs, filings after May 1 automatically incur a $400 state late fee.
• If you never file, your company can be administratively dissolved later in the year and lose its right to do business in Florida.
You do not need to hire someone else to do it for you! Go here to renew:

The Division of Corporations uses a 3rd party, NIC Services, LLC dba Tyler Payment Services, to process our credit/debit card payments for Online filings. A confirmation payment receipt will be emailed from [email protected] for successful transactions. Please keep a copy of the receipt, there is i...

01/17/2026

Important Tax Changes for 2025 Filings
This year brings some of the most sweeping tax updates we’ve seen in a long time. The One Big Beautiful Bill Act (OBBBA), along with other recent legislation, has reshaped the tax landscape in ways that create both new opportunities and new challenges for individuals and small businesses.

From expanded deductions and new thresholds to changes in international tax rules and ongoing state-level conformity issues, proactive planning is more important than ever to keep your tax bill as low as legally possible.

A few of the topics affecting many taxpayers this year include:

• Enhanced state and local tax (SALT) deductions
• "No Tax on Tips" Deduction
• "No Tax on Overtime" Deduction
• Additional Senior Deduction
• Auto Loan Interest Deduction
• Increases to tax brackets, standard deductions and child tax credits

You don’t need to worry about all the technical details — that’s our job. What matters is that the current environment rewards good timing and smart coordination, and we’re here to help you make the most of it.