Swift Excess Funds Tax Service

09/14/2025

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Tax Pro/Tax Strategist / ERO & Book Keeper Hi I am glad you’re here 🥰 Hope you’re here to stay💗🫶🏽 📧 [email protected]

09/08/2025

🚨 Important Update from the IRS & U.S. Treasury 🚨

Starting September 30, 2025, the federal government will no longer issue paper checks for most payments—including IRS tax refunds.

✅ Refunds and payments will be required to be sent electronically (direct deposit, prepaid debit card, or digital wallet).
✅ Paper checks mailed to the IRS for payment will not be accepted after this date.
✅ Limited exceptions may apply, but most taxpayers need to prepare now.

📌 This change comes directly from Executive Order 14247 and official Treasury/IRS guidance. You can read more here:
👉 IRS.gov – Executive Order 14247
👉 Treasury Fiscal Service – Paper Checks Are Going Away

⚡ Action Step: If you (or your clients) still rely on paper checks, set up direct deposit or another electronic option as soon as possible to avoid refund/payment delays.

Pay your taxes. Get your refund status. Find IRS forms and answers to tax questions. We help you understand and meet your federal tax responsibilities.

08/15/2025

Be honest… how much would an extra $5,000–$10,000 this tax season help you?

I’m going to show a small group of beginners exactly how to get started in my new Tax Pro Accelerator program.

If you’ve ever thought about becoming a tax preparer, comment ME below and I’ll send you the details.

01/20/2025

Taking New Clients.
Need an estimate?
Discuss IRS letters?
Amend Prior Years?

Message us!
We would love to hear from you.

12/31/2024

📢 Marketplace Insurance & Tax Filing: What You Need to Know!

If you had Marketplace health insurance in 2023, here’s how it impacts your taxes:

✅ Form 1095-A: The Marketplace will send you this form by January 31, 2024. It includes details about your coverage and any Premium Tax Credit (PTC) you received.

✅ Reconciling the Premium Tax Credit:
• If you received an advance Premium Tax Credit, you must reconcile it with your actual income when filing your taxes.
• If your income was lower than estimated, you might receive an additional credit.
• If your income was higher, you may need to repay some or all of the credit.

✅ Required for Filing: Make sure you have your Form 1095-A before you file! It’s needed to complete Form 8962 for the Premium Tax Credit.

📌 Tip: Failing to reconcile your PTC could delay your refund or prevent you from qualifying for credits in the future.

Need help with your Marketplace-related taxes? I can assist you with preparing and filing your return accurately. Message me today!

12/30/2024

💰 Missouri Circuit Breaker Tax Credit – Are You Eligible? 💰

The Missouri Property Tax Credit, commonly known as the Circuit Breaker, is a program designed to help certain seniors and disabled individuals get money back for property taxes or rent paid during the year.

Who Qualifies?

You may be eligible if:
1. Age or Disability:
• You’re 65 or older.
• You’re 100% disabled.
• You’re a surviving spouse, age 60 or older.
2. Income Limits:
• If you own your home, your total household income must be $30,000 or less (single) or $34,000 or less (married).
• If you rent, the limit is $27,500 (single) or $29,500 (married).
3. Residency:
• You must have lived in Missouri for the entire year.

How Much Can You Get?
• Homeowners can receive up to $1,100.
• Renters can receive up to $750.

How to Apply?
• File Form MO-PTS with your state tax return, even if you don’t need to file a regular income tax return.
• Gather proof of your property tax receipts or rent payments.

12/26/2024

Do you believe you’re still owed a 2021 stimulus? Or maybe you need to file a prior-year tax return to claim it? I’d love to personally help you get the money you’re missing. I’m offering a discounted service to make sure you get what’s yours!

12/24/2024

🚨 IRS Announcement: Special Payments Issued Through January for Over 1 Million Taxpayers 🚨

The IRS has confirmed that special payments will be issued through January 2024 to more than 1 million taxpayers who were eligible for the 2021 Recovery Rebate Credit but did not claim it on their 2021 tax return.

What Are These Payments?

These payments are essentially the third stimulus check that many missed out on in 2021. If you didn’t receive this payment or didn’t claim the Recovery Rebate Credit on your 2021 taxes, the IRS is now working to send you the money you’re entitled to.

How Much Could You Receive?

Eligible taxpayers could receive:
💵 Up to $1,400 per person (including dependents claimed on your 2021 return).

For example:
• A single taxpayer with no dependents could receive $1,400.
• A married couple filing jointly with two children could receive $5,600.

How Will Payments Be Sent?

The IRS will send these payments automatically:
• Direct Deposit if you have a valid bank account on file.
• Paper Checks by mail if no bank account is listed.

What Should You Do?
• If you filed your 2021 tax return, there’s nothing you need to do. The IRS will calculate and send the payment if you’re eligible.
• If you did not file a 2021 tax return, it’s not too late! File as soon as possible to claim the Recovery Rebate Credit before the statute of limitations expires.

Key Dates

Payments will continue to be issued through January 2024, so check your bank account and mailbox in the coming weeks.

Need Help?

If you didn’t file your 2021 taxes or are unsure if you qualify, I’m here to help! Don’t leave this money unclaimed—it’s yours!

📩 Email: [email protected]
📞 Call/Text: 314-766-2317

Don’t wait—take action today to ensure you get the money you deserve!

Pay your taxes. Get your refund status. Find IRS forms and answers to tax questions. We help you understand and meet your federal tax responsibilities.

12/18/2024

Attention Business Owners!

Are you tired of seeing too much of your hard-earned revenue go straight to Uncle Sam? 😩

Here’s the truth:
Smart business owners use LEGAL tax strategies to keep more money in their pockets. You don’t have to overpay in taxes if you know how to:
✅ Leverage deductions the RIGHT way
✅ Plan ahead to minimize your tax bill
✅ Structure your business for maximum tax savings

At Swift Excess we specialize in helping business owners:
✨ Lower their tax liability
✨ Maximize deductions and credits
✨ Build year-round tax strategies to keep profits high and stress low

You work hard for your money—let me show you how to KEEP more of it!

📲 Message me today for a FREE consultation or to learn more about how I can help your business SAVE BIG this tax season!

Don’t wait until it’s too late—every dollar saved counts!

12/15/2024

“Maximize Your Refund & Keep More of Your Hard-Earned Money!”

Did you know there are specific tax strategies designed to help you:

✔️ Maximize your refund
✔️ Lower your taxable income
✔️ Save thousands on taxes

From overlooked deductions to smart tax planning, these strategies aren’t just for big businesses—they work for everyday taxpayers too. Whether you’re a small business owner, a contractor, or just filing as an individual, there are ways to keep more money in your pocket.

As an experienced tax professional, I specialize in helping clients take advantage of every legal strategy to increase their refund and minimize what they owe.

📩 Message me today to find out how YOU can make the most of this tax season!

12/08/2024

Tax News