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Sigma Accounting & Financial Services, LLC

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Port Saint Lucie, FL
Sigma Accounting & Financial Services, LLC

📊 Tax & Bookkeeping Services for Small to Mid-Size Businesses & Individuals
☎️ 561-506-4477
📍Port St. Lucie, FL
👩🏻‍💻Book Your Free Discovery Call 👇🏼

08/20/2026

Tax Return Prep Made Easy 📑

Tax season doesn’t have to be stressful! Having the right documents ready can make filing your personal or business tax return much smoother.

For personal tax returns, you may need:
• W-2s and 1099s
• Interest & dividend statements
• Mortgage interest statements
• Health insurance information
• Retirement contribution statements
• Child/dependent information
• Receipts for deductible expenses
• Prior-year tax return
• Any other income or deduction documentation

For business tax returns, be prepared with:
• Profit & Loss statement
• Balance Sheet
• Bank & credit card statements
• Business income records/1099s
• Payroll records
• Fixed asset & depreciation information
• Loan statements
• Business expense records
• Prior-year business tax return
• Entity formation and ownership information

⏰ Have you filed an extension? Don’t forget that an extension gives you additional time to file, not additional time to pay any taxes owed.

For calendar-year taxpayers, the extended deadlines are generally:
📌 Individual returns: October 15, 2026
📌 S-Corporations & Partnerships: September 15, 2026
📌 C-Corporations: October 15, 2026

Start gathering your documents now so you’re not scrambling at the last minute!

📩 Need help getting your personal or business tax return ready? Send me a message or click link in bio to schedule your tax preparation.

08/07/2026

Today’s post is all about 529 plans.

College costs continue to rise, and a 529 plan remains one of the most tax-efficient ways to save for education.

With recent rule changes allowing certain unused funds to be rolled into a Roth IRA, these accounts are more flexible than many people realize.

At the same time, newer Trump Accounts have introduced another savings option for children. While both help families build wealth, they have different purposes and rules. Understanding the differences can help you choose the strategy that best fits your family’s goals.

This content is for educational purposes only and should not be considered tax, legal, or investment advice. Rules may change, and individual circumstances vary.

Investing

07/30/2026

All about Trump Accounts for children.

I’ve included the most relevant information pertaining to these accounts that should be considered before opening and funding them.

While these accounts are considered “tax advantaged”, the two biggest advantages are the Government seed contribution for eligible children as well as the potential parent’s employer contribution.

On a separate post I’ll go over other alternatives like the 529 Plan, Custodial Roth IRA and Custodial Investment Accounts for comparison.

07/17/2026

The IRS has announced updated standard mileage rates effective July 1, 2026.

For vehicle use related to business, medical/moving, or charitable purposes, the rates are as follows:

Business

* Jan. 1 – June 30, 2026: 72.5¢ per mile
* Effective July 1, 2026: 76¢ per mile

Medical/Moving*

* Jan. 1 – June 30, 2026: 20.5¢ per mile
* Effective July 1, 2026: 23.5¢ per mile
*Moving rate is for members of the Armed Forces

Charitable

* 14¢ per mile (unchanged)

Accurate mileage records remain essential for substantiating deductions and maintaining compliance.

If you need support tracking expenses , maximizing eligible deductions, bookkeeping or tax preparation services, Sigma Accounting & Financial Services, is here to help. Schedule link in bio for an introductory consultation.

📞 561-506-4477
📧 [email protected]

06/10/2026

Don’t let estimated taxes catch you off guard.

If you’re self-employed, receive 1099 income, own a business, or earn income without tax withholding, you may be required to make quarterly estimated tax payments.

Swipe through to learn who needs to pay, how much to pay, payment options, and how to avoid IRS penalties.

Questions about your estimated tax payments? Reach out for a personalized review.

Contact Info:
🤳561-506-4477
👩🏻‍💻www.calendly.com/sigmaaccountingfs

Disclaimer:
This information is for educational purposes only and does not constitute tax, legal or accounting advice. Tax situations vary and you should consult with a professional before making any financial decisions.

04/07/2026

🚨We’re one week away from tax filing deadline🚨

Call or text 561-506-4477 if you need help filing your Sch C/E business, Corporation, have capital gains, retirement distributions, SSA benefits, digital asset sales/redemptions to report etc

Or to file an extension (6 months)

While tax return filing deadline may be extended, taxes owed are due 4/15. Avoid late penalties and interest by making your payment by 4/15

Also due 4/15
C-Corp tax returns
1st Quarterly estimated tax payment for 2026 is due

SEP IRA/Solo 401(k)/Roth IRA/HSA contributions for 2025

03/18/2026

🚨Don’t wait last minute to file your tax returns.🚨
I’m still accepting clients for personal and business tax returns.

If you are a sole proprietor, an LLC owner or an S-Corp, have capital gains to report, rentals, subcontractor income, etc - I can help!

My process is simple and as follows:
☎️We have an initial consultation to determine your specific tax situation via phone or Teams.
📄I send you a contract and invoice which must be signed and paid before services begin.
📝I send you a tax questionnaire and list of documents to needed.
☑️I review information, prepare your tax return, ask for further information or clarifying questions and complete tax return.
👍🏽I upload your tax return for one-on-one review/discussion and signature request for electronic filing authorization(ID verification required).
💻Once you’ve approved Form 8879 (authorization to file electronically) I e-file your return.
📂A copy of your return and all documents you provided to prepare your return are available to you through our secure client portal 24/7.

My goal is to make tax season as smooth as possible for you, so you can focus on your business.

If you’re ready to get started, call or text me today 📲 561-506-4477.

Business hours for tax season are:
Monday through Friday 9 am - 6 pm and Sat by Appt only.

02/14/2026

Happy Valentine’s Day!

I’m grateful for the people I’ve met through the business community.

Thankful for the conversations, the smiles, the laughter, the vulnerability, the advices and the referrals.

Your support doesn’t go unnoticed - thank you for showing up the way you do. 🙏

Connection matters!

“Si quieres ir rápido, ve solo, si quieres ir lejos, ve acompañado.”

Address

Port Saint Lucie, FL
34953

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 2pm

Telephone

+15615064477

Website

https://calendly.com/sigmaaccountingfs, http://www.sigmaaccountingfs.com/

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