Taxes by Daisy

06/03/2026

Tax season feels far away… until your withholding, side income, or life changes say otherwise. 😅

✨Welcome to Part 2 of our Mid-Year Check-In Series: Individuals & Families ✨

Tax planning is not just for business owners. A mid-year check-in can help you review where you stand before filing season sneaks up.

This is a great time to look at your withholding, life changes, side income, tax records, HSA contributions, and retirement contributions while there’s still time to make adjustments.

Because waiting until tax season to figure everything out usually means fewer options, more guessing, and way more stress.

Swipe through for a few reminders that can help you stay organized, avoid surprises, and feel more prepared.

This wraps up our mid-year check-in series, but planning ahead is something we encourage all year long.

Need help reviewing where you stand? We’re here to help.

📞 407.960.3652
💻 www.CohnLopez.com

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06/01/2026

Waiting until year-end to tax plan? That’s where the stress starts. 😅

✨ Welcome to Part 1 of our Mid-Year Check-In Series: Business Owners. ✨

Tax planning now > tax panic later. 👏

A mid-year check-in gives business owners a chance to review deductions, clean up bookkeeping issues, check in on the numbers, and make adjustments while there’s still time to plan.

Because waiting until year-end — or worse, filing season — usually means fewer options, more stress, and a lot more scrambling.

Swipe through to see how a mid-year tax review can help your business stay organized, prepared, and ahead of the game.

Stay tuned for Part 2, where we’ll cover mid-year check-ins for individuals and families.

Need help making sure your tax strategy matches where your business is headed? We’re here to help.

📞 407.960.3652
💻 www.CohnLopez.com

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05/29/2026

Underreported income and math errors are key mistakes that can trigger an audit from the IRS. Having your taxes prepared by a professional can significantly reduce this risk.

The IRS is constantly looking for a reason to audit you. There are several red flags that can identify your tax return as one that needs additional attention. Knowing these indicators can help you avoid the unwanted scrutiny.

05/29/2026

Your books shouldn't be giving “we’ll figure it out later.” 😅

Good bookkeeping is more than entering numbers. It’s making sure your records are accurate, current, and documented so you can actually trust the numbers when it is time to make business decisions.

A few small bookkeeping mistakes can quickly turn into bigger issues with payroll, taxes, reimbursements, vendor balances, and year-end reporting.

Swipe through for three common bookkeeping mistakes that are easy to overlook but important to clean up. 📚✨

Need a second set of eyes on your books? Reach out today — we are here to help.

📞 407.960.3652
💻 www.CohnLopez.com

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05/27/2026

Thinking about tossing old tax documents? Not so fast. 🗂️

Even when your return is carefully prepared, your business can still run into unexpected tax bills, denied deductions, or IRS notices later on. If the records are gone, it becomes much harder to support what was reported.

Receipts, income records, payroll documents, expense reports, and credit support can make a big difference if you ever need to substantiate your return.

Before you start cleaning out your files, make sure you know what should stay and what can go.

Our team can help you get organized, set up a better recordkeeping system, and stay ready for tax season and beyond.

📞 407.960.3652
💻 www.CohnLopez.com

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05/25/2026

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our country and our freedom. 🇺🇸

In observance of the holiday, our office will be closed on Monday, May 25th. We will resume normal business hours on Tuesday, May 26th, and respond to messages as soon as possible.

Wishing you and your family a peaceful and meaningful Memorial Day.

📞 407.960.3652
💻 www.CohnLopez.com

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05/22/2026

There's still time to lower your tax obligation. Here are five great ideas to consider.

Now is a great time to assess your current tax situation and address any lingering tax questions that may improve your tax picture this year. Here are five things to consider.

05/22/2026

Adding a Roth 401(k) option is not just a “check the box” plan update. 👀

For employers, it can affect employee flexibility, payroll setup, plan administration, and communication with your team.

With Roth catch-up rules becoming more important, now is a good time for employers to review whether their retirement plan is set up to support both traditional and Roth contributions.

Swipe through for a few key things to consider before adding a Roth 401(k) option to your plan.

Have questions about how this may affect your business or retirement plan strategy? We’re here to help.

📞 407.960.3652
💻 www.CohnLopez.com

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05/20/2026

Business trip? ✈️

Not every expense gets to come along for the tax deduction ride. ‼️Sightseeing, family travel, extra personal days, and your regular commute usually do not count just because they happened during a work trip.‼️

The key is knowing what’s truly business-related and keeping clean records to back it up. Swipe through for a quick breakdown of what usually does NOT qualify. 👀

Need help figuring out what should and should not be included? Give us a call today — we’d be glad to talk it through with you.

📞 407.960.3652
💻 www.CohnLopez.com

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05/18/2026

🚨 Let’s talk about the coverage people don’t always think about until they need it.

May is Disability Insurance Awareness Month, and it’s the perfect time to take a closer look at how your income would be protected if an illness or injury kept you from working.

Because the truth is — disability can happen at any stage of life, and the financial impact can be just as stressful as the physical one.

According to 2025 data from the U.S. Bureau of Labor Statistics, people with a disability make up about 13% of the U.S. population, and the employment gap between those with and without a disability remains significant.

That’s why having the right coverage in place matters. Disability insurance can help protect your paycheck, your family, and your financial stability when life takes an unexpected turn.

Swipe through for a quick breakdown of what disability insurance covers and what to look for in a policy. 👉

Questions about your coverage options? Give us a call today.

📞407.960.3652
💻www.CohnLopez.com

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