Red, White, and No Summer Blues Here

This month’s freebie offers support for all of the DIY bookkeepers out there. While you won’t have to worry about any of this when you work with a professional bookkeeper, it’s imperative that your books are reconciled on a regular basis no matter who’s doing it!

Father’s Day Is Just Around The Corner

And if your dad is anything like mine was, he was known for puttering around the pool every weekend in the summer, killing any bugs you’re too scared to touch, and teaching invaluable life lessons.

It’s Gonna Be an a-MAY-zing Month!

Especially since it includes National Small Business Day (mark your calendars for May 10th!). Our specialty is getting you back to yours, and I want to take a moment to highlight some of the ways I love to do that:

Eclipses, Brackets, and Estimated Taxes

If you aren’t sure whether you’re going to be able to get your return(s) filed in time, you should file for an automatic extension. If you aren’t working with a tax accountant who can file an extension on your behalf, check out IRS Free File to file an extension for free regardless of your income level.

It’s Officially Time To Talk Taxes!

Analog clock on a blank wall

Did you know that not everyone is required to file their taxes? Your filing requirement is based on factors like your gross income, age, dependent status, earned and unearned income, and how much you make if you’re self-employed.
You may be wondering why I’m telling you this… don’t I want you to file a tax return?

Have you gotten your W-2?

felt hearts of different shades of red

Whether you receive a W-2 from an employer or a 1099 to show your income, you should be receiving those documents in the mail soon. But… what if your W-2 never shows up? Here’s what to do:

New Year, New Tax Changes!

Happy New Year celebration, gold balloons, disco balls, confetti, champagne

I hope you enjoyed your time off for the holidays this year because we’re about to dive head-first into tax talk. Was your New Year’s Resolution to be more educated when it comes to taxes? Start with these IRS inflation adjustments:

It’s fa-la-la Finally December!

This time of year can be incredibly stressful between year-end closing (keep reading for a handy checklist) and navigating the holiday season… so I’m going to make sure this email gets straight to the point!

Can You Believe It’s Already November?!

Getting into the spirit of a month that’s all about thankfulness, I want to take a moment to express how grateful I am for each one of you! THANK YOU for your support of my small business.

It’s Fall, Y’all!

Can you believe we’re officially starting the fourth quarter of 2023?! Around the office at Evert Penny Books, October brings prepping for the upcoming tax deadlines and the start of planning for year-end.