LEAD Financial Solutions

LEAD Financial Solutions We are a cloud based accounting, bookkeeping & tax firm. We provide services to small business owne

02/15/2026

You may qualify to get your taxes done for FREE through a VITA site.

The Internal Revenue Service Volunteer Income Tax Assistance (VITA) program is available if:

✔ Your household income is generally $69,000 or less
✔ You have a disability
✔ You need language support
✔ You’re a senior who needs help with your return

In this reel, I show you exactly how to find a local VITA location.

Professional help. $0 cost.
Share this with someone who needs it. 💼✨

If your QuickBooks says “Needs Attention,”your tax return will too.Unreconciled accounts.Hundreds of transactions sittin...
02/12/2026

If your QuickBooks says “Needs Attention,”
your tax return will too.

Unreconciled accounts.
Hundreds of transactions sitting.
Bank balances that don’t match.

And then you file taxes using numbers that haven’t been verified.

Your return is built directly from your books.

If your books aren’t accurate, neither are your taxes.

Before you file another return, get your books reviewed.

Clean books aren’t optional. They’re foundational.





02/10/2026

I didn’t switch to Apple for the look.
I switched because scale exposes weak systems.

02/05/2026

First tax season? Welcome.

It’s not scary—it’s just unfamiliar.

Here’s what you need to know:

→ Tax documents arrive in waves starting January/February (W-2s, 1099s). Waiting on one is normal. Don’t panic.

→ Your tax preparer needs more than forms.
You’ll complete a tax organizer covering life changes, new businesses, and key details that affect your return.

→ Extensions are common—and strategic.
They give you more time to file, not more time to pay. Any taxes owed are still due by the original deadline.

→ Review before anything is filed.
You should understand the numbers, know if you owe or get a refund, and nothing is submitted without your approval.

Tax season gets manageable when you understand the process—and even easier with the right guidance.

02/03/2026

February isn’t loud — but it’s decisive.
The moves you make now quietly determine how Q1 ends.

Save this. Review it. Execute.

The accounting profession wasn’t shaped by numbers alone. It was shaped by people who pushed past closed doors, earned c...
02/02/2026

The accounting profession wasn’t shaped by numbers alone. It was shaped by people who pushed past closed doors, earned credentials that weren’t designed for them, and redefined what leadership in finance looks like.

Each of these trailblazing Black accountants didn’t just make history—they changed the profession. Their work expanded access, elevated standards, and laid the foundation for generations of professionals who followed.

We honor their legacy by remembering their names, respecting their impact, and continuing the work. 📊

Photos sourced from Wikipedia and the Illinois CPA Society.

01/27/2026

Looks fine on the surface.
The books tell a different story.


01/26/2026

Tax Season 2026 is open.
Start early. Avoid unnecessary friction.


01/24/2026

I didn’t change tools to chase trends.
I changed them to support scale.

Strong businesses are built on systems.

February 2 is the deadline to file W-2s and 1099-NECs. Proper classification and timely filing protects your business fr...
01/22/2026

February 2 is the deadline to file W-2s and 1099-NECs.

Proper classification and timely filing protects your business from unnecessary penalties and compliance issues.

This is a foundational step in running your business like a well-managed enterprise.

Comment or DM Fit if you need help filing these forms

🚨 JANUARY BUSINESS CHECK-IN 🚨January isn’t “ease into the year” season. It’s deadline season.Tomorrow I’m going LIVE to ...
01/13/2026

🚨 JANUARY BUSINESS CHECK-IN 🚨

January isn’t “ease into the year” season.
It’s deadline season.

Tomorrow I’m going LIVE to walk through:

• Your January business checklist

• The upcoming January tax & filing deadlines you
cannot miss
• What to handle now so February doesn’t turn
chaotic

This isn’t theory. It’s the operational reset every serious business owner needs at the start of the year.

If you want clean books, clean compliance, and a calm year—this is for you.

01/11/2026

January is not for vibes — it’s for cleanup.

If your 2025 books aren’t done, tax season will humble you fast.
This checklist is how serious business owners stay ahead, not scrambling.

Save this.
Do one item per day.
And stop carrying financial chaos into a new year.

If you want help cleaning it up the right way, comment FIT to schedule a complimentary call.

Address

75 South Broadway
White Plains, NY
10601

Opening Hours

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

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