Phelps & San Cristobal

Phelps & San Cristobal At PSC we help business owners to increase profits and minimize tax liability. We provide bookk

Forget about looksmaxxing, we’re all about money maxxing at PSC CPAs. 🤑If we were a small business who wanted to keep as...
08/31/2026

Forget about looksmaxxing, we’re all about money maxxing at PSC CPAs. 🤑

If we were a small business who wanted to keep as much of their hard-earned money as possible, here’s what we’d do first ↓

1️⃣ Track every single expense. 

Yeah, it’s not groundbreaking advice, we get it...

But when you miss expenses, you miss out on write-offs. And fewer write-offs = higher taxes. Boo!

2️⃣  Be ~critical~ of your spending every month.

We’re not talking about a vague understanding of your total expenses. 

We want you to actually sit down with last month’s P&L and come up with an exact reason for why EVERY expense was necessary.

If you can’t justify an expense, it’s probably time to cut it.

3️⃣ We’d be booking a tax planning meeting with your tax accountant ASAP.

Taxes are one of the biggest expenses of our lifetime. The more you can optimize here, the better!
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

We’ve all heard the story about someone who turned down a raise because they didn’t want to pay more in taxes. That stem...
08/28/2026

We’ve all heard the story about someone who turned down a raise because they didn’t want to pay more in taxes. That stems from misunderstanding how our tax system works!

Moving into a higher tax bracket does NOT mean that all of your money is going to be taxed more.

Just the money that falls into that tax bracket gets hit with the higher rate! 💰
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

When you’re contributing to an individual retirement account (IRA), the type of account you choose affects when you may ...
08/27/2026

When you’re contributing to an individual retirement account (IRA), the type of account you choose affects when you may receive the tax benefit.

Traditional IRAs → if you qualify, your contribution may be fully or partially deductible in the current year.

Roth IRAs → No deduction in the current year, but potential for tax-free withdrawals in the future.

Not sure which one is right for you? ⤵️

We touch on retirement in all of our 1:1 tax planning meetings for PSC CPAs clients.
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

SMALL BUSINESSES: We’re coming to you very earnestly and asking from the bottom of our hearts... pleaaasee quit doing th...
08/26/2026

SMALL BUSINESSES: We’re coming to you very earnestly and asking from the bottom of our hearts... pleaaasee quit doing this! 🙏 

The temptation of saving on self-employment tax is very real. We get that!

But depending on your profit, it might not be the right time now (or ever) to make an S election for your small business.

Can an S election lead to tax savings? Absolutely! 💸

But can it also cost you more?

With the need to run payroll, more admin work, and additional tax filings, absolutely!

At Phelps & San Cristobal CPAs and Advisors, we run your numbers FIRST to make absolutely sure that an S election is right for you (before it becomes an even bigger headache to reverse it).
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

Not all “tax strategies” you see on social media are endorsed by yours truly (an accountant who actually helps small bus...
08/25/2026

Not all “tax strategies” you see on social media are endorsed by yours truly (an accountant who actually helps small businesses with taxes on the daily).

But the tax strategy on slide 4?

We’re giving that one a 980000/10 all day every day! 😏
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

SMALL BUSINESSES: Sometimes, what you think is a tax write-off and what the IRS does are living in two totally separate ...
08/21/2026

SMALL BUSINESSES: Sometimes, what you think is a tax write-off and what the IRS does are living in two totally separate realities.

We’re here to bring you back down to earth (and hopefully prevent you from getting a nasty IRS notice!). 🙅
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

The filing deadline isn’t until October 15th, but we still need time to review everything, ask about clarifications, and...
08/20/2026

The filing deadline isn’t until October 15th, but we still need time to review everything, ask about clarifications, and make sure your return is accurate + complete.

To all current Phelps & San Cristobal CPAs’ clients, please upload your remaining tax documents by our deadline date. 📆

Not sure what we still need? 

DM us a “🗂️” and we’ll send you a list of all the remaining info we need to get your tax return filed!
 
To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

Sooo, there’s some money that hits your account that the IRS ~doesn’t~ want a part of?!It’s called nontaxable income, an...
08/19/2026

Sooo, there’s some money that hits your account that the IRS ~doesn’t~ want a part of?!

It’s called nontaxable income, and it comes in the form of certain child support payments, gifts, inheritances, life insurance proceeds, workers’ comp, qualifying scholarships, and more!

Here’s the catch: even if you think the money isn’t taxable, your accountant still needs to know about it. 👀

Related transactions like selling an inherited asset or using money from your scholarship to pay for room + board can be taxable. 

So, even if you don’t think you have to pay any taxes on it now, keep your accountant in the loop on where you got the money, why you received it, and what you’re going to do with it in the future!
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

Remember when you extended your taxes waaay back in April and decided you’d worry about your taxes later?It’s ~officiall...
08/18/2026

Remember when you extended your taxes waaay back in April and decided you’d worry about your taxes later?

It’s ~officially~ later! 🙃

Time to upload any missing tax documents, respond to any questions from us sitting in your inbox, and sign your e-file authorization so we can finally get your return filed! 📤
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

Open up an LLC + run all your expenses through your business credit card = unlimited write-off hack, right?! 🙂‍↔️This is...
08/17/2026

Open up an LLC + run all your expenses through your business credit card = unlimited write-off hack, right?! 🙂‍↔️

This is soooo obviously wrong, but the amount of TikTok tax bros pushing this narrative (and the people eating it up in the comments) is concerning...

First off, you don’t actually need to open up an LLC to get tax write-offs!

If you’re running a business, and you have properly documented, ordinary + necessary expenses in the course of running said business, there’s a good chance that counts as a write-off.

Personal expenses don’t magically become tax deductions just because you put them on your business card (you’re just creating a bookkeeping mess if you do this).
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

Address

1455 Lincoln Parkway East Ste 360
Sandy Springs, GA
30346

Opening Hours

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

Telephone

+14705192070

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