Home Biz Tax Lady

Home Biz Tax Lady Helping Home Business Owners Win the Tax Game!

The business you are running in June may not be the same business you were planning for in January.Maybe revenue is high...
06/19/2026

The business you are running in June may not be the same business you were planning for in January.

Maybe revenue is higher. Maybe expenses have shifted. Maybe you are thinking about equipment, hiring, retirement contributions, or whether your current business structure still fits.
That is why a mid-year reset matters.

There is still time to review the second half of the year with intention. Some decisions may need to happen before December to make a difference.

Everett Tax Solutions helps business owners ask the right questions before filing season arrives.

Schedule your mid-year consultation today. https://calendly.com/lusundraeverett/business-consultation?back=1&month=2026-05

A simple June check-in can make a meaningful difference.For your clients, it can uncover estimated payment issues, misse...
06/17/2026

A simple June check-in can make a meaningful difference.

For your clients, it can uncover estimated payment issues, missed deductions, recordkeeping gaps, income changes, or planning opportunities before the year is almost over.

For your practice, it shows clients that you are paying attention beyond filing season.

That kind of proactive service can lead to stronger relationships, better retention, more trust, and fewer last-minute surprises.

The ETS Tax Institute helps enrolled agents build the knowledge and confidence to serve clients with a more advisory-focused approach.

Visit https://etstaxinstitute.thinkific.com/.

We've all seen it: a client opens a letter from the IRS and panics. A penalty notice that feels overwhelming but doesn't...
06/16/2026

We've all seen it: a client opens a letter from the IRS and panics. A penalty notice that feels overwhelming but doesn't have to be.

As their tax professional, you have options. And we want to make sure you know every single one of them.

Join us for:
IRS Penalty Abatement: Strategy, Eligibility, and Representation
June 23, 2026 | 2:00 PM
LuSundra Everett, EA
2 IRS CE Credits

This webinar covers the full spectrum from identifying and analyzing Failure-to-File, Failure-to-Pay, Failure-to-Deposit, and accuracy-related penalties, to building a well-documented abatement request that holds up.

I will also walk through recent developments in case law, including Kwong v. United States, so you're fully prepared to advise your clients with confidence.

Can't attend live? The course will be available as a self-study course following the webinar!

Click the link below/in my bio to register
https://www.bigmarker.com/ETSTaxInstitute/irs-penalty-abatement-strategy-eligibility-and-representation

If the June 15 estimated tax deadline snuck up on you, it may be a sign to look at what else needs attention.Mileage log...
06/15/2026

If the June 15 estimated tax deadline snuck up on you, it may be a sign to look at what else needs attention.

Mileage logs, uncategorized expenses, missing receipts, retirement contributions, and estimated payments can all get pushed aside during a busy year.

The problem is that “later” can quickly turn into December.

June gives you time to catch up, clean up your records, and make better decisions before the year closes.

Everett Tax Solutions helps business owners review the details now so tax season does not feel like a surprise later.

Get started here. https://calendly.com/lusundraeverett/business-consultation?back=1&month=2026-05

The moves that affect next April are often made long before filing season.Business owner clients may need help reviewing...
06/11/2026

The moves that affect next April are often made long before filing season.

Business owner clients may need help reviewing estimated payments, income changes, deductions, retirement contributions, business structure, and IRS concerns before the year closes.

When you show up mid-year with timely guidance, you help clients make better decisions while there is still time to act.

That is what helps position you as a trusted advisor, not just a tax preparer.

ETS Tax Institute supports tax professionals who want to build stronger client relationships through practical education and real-world tax training.

Visit https://etstaxinstitute.thinkific.com/ to learn more.

IRS penalties don't have to be the final word and knowing how to challenge them is one of the most valuable skills a tax...
06/10/2026

IRS penalties don't have to be the final word and knowing how to challenge them is one of the most valuable skills a tax professional can have.

That's exactly what I’ll cover in our upcoming June webinar:

IRS Penalty Abatement: Strategy, Eligibility, and Representation
June 23, 2026 | 2:00 PM
Led by LuSundra Everett, EA
2 IRS CE Credits

You'll walk away knowing how to evaluate clients for First-Time Abatement, build reasonable cause arguments, and craft defensible abatement requests backed by solid documentation. Plus get up to speed on recent case law including Kwong v. United States and key IRC provisions.

Can't join us live? No worries! The course will be available as a self-study course after the webinar so you can learn on your schedule.

Click the link (in my bio) to register and secure your spot!
https://www.bigmarker.com/ETSTaxInstitute/irs-penalty-abatement-strategy-eligibility-and-representation

June 15 is an important date for self-employed individuals and business owners.Q2 estimated tax payments are due, which ...
06/09/2026

June 15 is an important date for self-employed individuals and business owners.

Q2 estimated tax payments are due, which makes this a good time to ask a bigger question: are your payments still matching your income?

If revenue has increased since last year and your quarterly payments have not changed, you may need to review where things stand before the year continues.

A mid-year reset gives you time to look at your income, estimated payments, and overall tax position before filing season arrives.

Everett Tax Solutions can help you review your numbers and prepare for the second half of the year with more clarity.

Schedule a consultation today. https://calendly.com/lusundraeverett/business-consultation?back=1&month=2026-05

Join us on June 23, 2026 at 2:00 PM for a live webinar covering everything you need to know about IRS penalty abatement:...
06/04/2026

Join us on June 23, 2026 at 2:00 PM for a live webinar covering everything you need to know about IRS penalty abatement:

🔹 IRS Penalty Abatement: Strategy, Eligibility, and Representation
🔹 Presenter: LuSundra Everett, EA
🔹 2 IRS CE credits

If you're navigating Failure-to-File, Failure-to-Pay, Failure-to-Deposit, or accuracy-related penalties, this course will equip you with the strategies and documentation skills to build strong abatement cases for your clients.

Plus, get insights on recent case law, including Kwong v. United States, and key IRC provisions that impact penalty relief and refund claims.

If you miss the live session, the course will be available as a self-study course following the webinar!

Click the link below/in my bio to register
https://www.bigmarker.com/ETSTaxInstitute/irs-penalty-abatement-strategy-eligibility-and-representation

June is when many business owner clients need more than a reminder about filing season.Q2 estimated tax payments are due...
06/02/2026

June is when many business owner clients need more than a reminder about filing season.

Q2 estimated tax payments are due June 15, income may have changed, and clients may be making decisions that can affect what they owe next April.

This is the time to ask better questions.

Are estimated payments still accurate? Are records current? Has the business grown? Does the entity structure still make sense? Are there planning opportunities that need to happen before year-end?

ETS Tax Institute helps tax professionals strengthen the knowledge and advisory skills needed for these conversations.

Explore education and CE credit opportunities here: https://etstaxinstitute.thinkific.com/.

You are halfway through the tax year, which makes June a smart time to pause and review where your business stands.By no...
06/01/2026

You are halfway through the tax year, which makes June a smart time to pause and review where your business stands.

By now, your numbers are already telling you something. Income may have changed. Expenses may be increasing. Estimated tax payments may need to be reviewed. Records may need to be cleaned up before the second half of the year gets too busy.

The decisions that affect next April do not start in April. They start now, while there is still time to make adjustments.

Everett Tax Solutions helps business owners look at the full picture and understand what steps may still be available.

Schedule a mid-year consultation today: https://calendly.com/lusundraeverett/15-min-consult

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