Robertson Financial Group

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Robertson Financial Group "A Family Business That Cares!"

Election betting is booming—and the tax rules may surprise you. Profits from prediction markets like Kalshi and Polymark...
10/30/2026

Election betting is booming—and the tax rules may surprise you. Profits from prediction markets like Kalshi and Polymarket could be taxed as gambling income, capital gains, or under special contract rules, each with very different outcomes. Find out what this could mean for your next tax return. Read now.

Profits from Kalshi, Polymarket, and election prediction markets may be taxable. Learn why the IRS treatment of winnings and losses remains uncertain.

Stock options can be a great benefit—but one wrong move can mean unexpected taxes, added risk, or missed gains. Learn th...
10/29/2026

Stock options can be a great benefit—but one wrong move can mean unexpected taxes, added risk, or missed gains. Learn the key differences between NSOs and ISOs, plus when exercising may make the most sense. Find out how to protect your equity and your wallet. Read now.

Learn how NSOs and ISOs are taxed and what to consider when deciding whether to exercise, sell, or hold employee stock options.

Think a “tax credit” sounds too good to be true? The IRS says some promoters are marketing fake credits like “Tribal Tax...
10/28/2026

Think a “tax credit” sounds too good to be true? The IRS says some promoters are marketing fake credits like “Tribal Tax Credits” that don’t actually exist. Learn the red flags before you file or pay. Read now to protect yourself and your business.

Learn how to spot fake Tribal Tax Credit promotions and protect your tax standing with independent review from Robertson Financial Group in Tucker, GA.

Congress may not be planning a major tax overhaul, but the year-end lame-duck session could still bring surprise changes...
10/27/2026

Congress may not be planning a major tax overhaul, but the year-end lame-duck session could still bring surprise changes—from extenders to IRS service reforms. What’s most likely to move before December? Find out what taxpayers and business owners should watch next. Read now.

Congress could consider targeted tax changes during the 2026 lame-duck session. See what taxpayers and businesses should watch before year-end.

Good news for adoptive families: the IRS is now issuing refunds tied to unused adoption tax credit carryforwards for som...
10/27/2026

Good news for adoptive families: the IRS is now issuing refunds tied to unused adoption tax credit carryforwards for some 2025 returns. If you had credits left over from prior years, you may be eligible for unexpected money back—without filing an amended return in most cases. Read now to see how it works.

IRS News Release IR 2026-123 clarifies automatic refunds for 2025 returns with adoption credit carryforwards from 2020-2024 under OBBBA rules.

10/26/2026

Watch this video for a quick overview of bunching tax deductions.

Could “bunching” your deductions help you save more on taxes? This smart strategy lets you alternate between the standar...
10/26/2026

Could “bunching” your deductions help you save more on taxes? This smart strategy lets you alternate between the standard deduction and itemizing, potentially boosting your tax benefits over time. Find out how it works and whether it could fit your financial plan—check it out now.

Discover the bunching tax strategy. Learn how alternating between standard and itemized deductions can optimize your tax return. Watch our video overview.

November brings important payroll and employment tax deadlines that can sneak up fast—especially the extended Form 941 f...
10/23/2026

November brings important payroll and employment tax deadlines that can sneak up fast—especially the extended Form 941 filing date. Stay ahead of deposits, filings, and compliance requirements so your business stays on track. Check it out and make sure nothing slips through the cracks.

Review key November 2026 business tax deadlines, including Form 941, payroll tax deposits, and FUTA, to keep your Georgia business on track.

The new IRS mobile app makes it easier than ever to check refunds, notices, balances, and transcripts—but what you see i...
10/23/2026

The new IRS mobile app makes it easier than ever to check refunds, notices, balances, and transcripts—but what you see isn’t always what it means. Before you pay or panic, know how to verify your IRS account the right way. Read now to learn more.

Learn about features in the new IRS mobile app replacing IRS2Go, safety steps to avoid scams, and how to verify account data with expert tax support.

Tip income reported in October? Don’t miss the November 10 deadline. If you earned $20 or more in tips, this quick remin...
10/22/2026

Tip income reported in October? Don’t miss the November 10 deadline. If you earned $20 or more in tips, this quick reminder could help you avoid year-end surprises on your W-2. Find out what to report and how to stay on track. Read now.

Stay on top of November 2026 tax deadlines with Robertson Financial Group. Learn about November 10 tip reporting, F**A withholding, and disaster extensions.

Address

5103 Chamblee Tucker Road
Tucker, GA
30084

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm

Telephone

+17709342510

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