Strategic Solutions Tax Preparation & Planning

Strategic Solutions Tax Preparation & Planning We are a tax preparation and planning business specializing in Self Employed, Small Business, Truck Transportation and Railroad employed tax returns.

With more than 20 years of experience we look forward to continuing to serve you.

03/13/2026

Don’t own a business? You still have control over your tax bill.

If you’re a W-2 employee, it’s easy to feel like your tax refund is just whatever the IRS decides to give back. But here are 5 specific ways you can lower what you owe in 2026:

1. Max out your 401(k)
The limit is increasing to $24,500. Every dollar you contribute lowers your taxable income right now. If your employer offers a match, that’s literally free money.

2. Take advantage of the new "above the line" deductions
For 2026, there are new deductions available even if you don’t itemize. If you worked overtime or have a car loan, you may qualify for deductions you didn’t have before.

3. Use an HSA as a stealth retirement account
If you have a high-deductible health plan, contribute to a Health Savings Account. For 2026, you can put away $4,400 (individual) tax-free, invest it, and never pay taxes on it if you use it for medical costs.

4. Sell losing investments
If you have stocks or crypto that are down, selling them can offset any gains you took this year. If your losses are bigger than your gains, you can deduct up to $3,000 from your regular salary.

5. Don't assume you should itemize
The standard deduction for 2026 is $16,100 for singles and $32,200 for couples. Run the numbers, sometimes the simplest option saves you the most.

You don't need a side hustle to keep more of your money. You just need a plan.

What’s one tax move you’re making this year?

Coach Trudi B. Parson | The Founder’s Architect
Awarded Business & Tax Strategist | 4x Business Person of the Year | 2x Business Rate’s Business Development Support Choice
Trudibparson.com

⚠️ Your tax refund is at risk—and it has nothing to do with your math.The IRS has quietly changed the rules, and thousan...
02/12/2026

⚠️ Your tax refund is at risk—and it has nothing to do with your math.

The IRS has quietly changed the rules, and thousands of people are now waiting weeks or months for money that should have arrived in days.

Here’s what’s happening—and how to make sure it doesn’t happen to you.

1️⃣ Your name has to match your bank account—exactly.
If you use a joint account and only one spouse’s name appears, or if you recently changed your name, the bank may reject your refund. The IRS then freezes it until you prove who you are. That takes weeks.

2️⃣ Some newer banks and apps quietly reject IRS deposits.
If you use a fintech app or online-only bank, check twice. Some of these accounts flag large government deposits as suspicious and send them back. The IRS does not try again. They freeze the refund.

3️⃣ One wrong number = a paper check in 6–10 weeks.
A typo in your routing or account number isn’t caught by the IRS. The bank simply rejects it. The IRS then locks the refund and eventually mails a paper check. No tracking. No quick fix.

What you can do right now:

✅ Log into your bank account. Confirm the exact name on the account.
✅ Use an account you’ve had for at least six months.
✅ If you’re unsure, call your bank and ask: “Do you accept ACH deposits from the IRS under this name and account number?”

The IRS sends a notice called CP53E if this happens. Do not ignore it. Respond immediately.

This isn’t a glitch—it’s the new normal. A few minutes of checking now can save you two months of waiting.

Stay safe out there. 💰

This tax season there are so many changes and new opportunities. Did you know a new tool is here to give your kids a mas...
02/10/2026

This tax season there are so many changes and new opportunities. Did you know a new tool is here to give your kids a massive head start on wealth building?

The Working Families Tax Cuts created "Trump Accounts" – a new type of individual retirement account (IRA) specifically for children.

The game-changer? A government-contributed $1,000 pilot program deposit for eligible children!

👉🏽That’s right! The government will make the first $1,000 deposit into an IRA for your kid!!!

To qualify for the $1,000, a child must:
✅ Be born between Jan 1, 2025, and Dec 31, 2028.
✅ Be a U.S. citizen with a valid, work-eligible Social Security Number.
✅ Not have had the contribution made for them already.

This isn't a deduction from your refund, it's a direct contribution into your child's future. Think of it as a foundational seed for their financial independence.

You can choose to open the account during tax preparation or later by filing the appropriate form online.



Coach Trudi B. Parson
Awarded Business & Tax Strategist | 4x Business Person of the Year | 2x Business Rate’s Business Development Support Choice
Trudibparson.com

*Accepting new clients.

📢 Tax Refund Timeline Alert: Important Info for EITC & ACTC FilersIf you’re expecting a refund this filing season, here’...
01/30/2026

📢 Tax Refund Timeline Alert: Important Info for EITC & ACTC Filers

If you’re expecting a refund this filing season, here’s what you need to know:

✅ Most taxpayers who e-file and use direct deposit will receive their refunds within 21 days, assuming no issues.

⏳ However, if you claim the Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC), your refund will be held until March at the earliest. The IRS cannot release these refunds before mid-February due to the PATH Act of 2015, which gives the IRS extra time to verify information and prevent fraud.

📅 For those affected:

· The earliest you should expect your refund in your account is March 2 (if you e-file with direct deposit and no other issues).
· You can check your refund status beginning February 21 using the IRS “Where’s My Refund?” tool.

💡 Why the delay? It’s a security measure designed to protect taxpayers and reduce improper refunds by allowing the IRS to validate income and identity details.

💰 Credit amounts for reference:

· EITC: Up to $649 (no children) to $8,046 (3+ children), based on income and dependents.
· Child Tax Credit: Up to $2,200 per qualifying child under 17, with up to $1,700 refundable as the Additional Child Tax Credit.

📌 Plan accordingly if you’re counting on these funds, and remember: filing early and accurately is still your best move!

*Accepting New Clients



Coach Trudi B. Parson
Awarded Business & Tax Strategist | 4x Business Person of the Year | 2x Business Rate’s Business Development Support Choice
Trudibparson.com
Book Here: https://www.vagaro.com/bffuca

What Taxpayers Should Expect If There’s Another Government Shutdown…This WeekAs shutdown conversations resurface, it’s i...
01/27/2026

What Taxpayers Should Expect If There’s Another Government Shutdown…This Week

As shutdown conversations resurface, it’s important for taxpayers and business owners to understand what actually changes and what doesn’t.

🔹 Tax deadlines still apply.
A government shutdown does not pause IRS filing or payment deadlines. Penalties and interest can still accrue if you file or pay late.

🔹 IRS operations may slow.
Limited staffing often means longer wait times for customer service, delayed responses to correspondence, and slower processing for paper returns.

🔹 Refunds may vary.
Electronic filings and direct-deposit refunds for error-free returns generally continue. However, refunds requiring manual review or tied to paper filings may be delayed.

🔹 Backlogs can build quickly.
Even short shutdowns create ripple effects that impact processing timelines well into tax season.

What you can do now:
✔️ File electronically
✔️ Use direct deposit
✔️ File early to avoid avoidable delays

Bottom line: A shutdown doesn’t stop the tax system but it does strain it. Preparation and timing matter more than ever. File your accurate return ASAP!

The IRS is now accepting 2025 tax returns. This is the first filing season reflecting changes from the One, Big, Beautif...
01/26/2026

The IRS is now accepting 2025 tax returns. This is the first filing season reflecting changes from the One, Big, Beautiful Bill Act (OBBBA), signed into law last summer. Here are some of the biggest changes.

Coach Trudi B. Parson
Awarded Business & Tax Strategist | 4x Business Person of the Year | 2x Business Rate’s Business Development Support Choice
https://bit.ly/TBPbizcard
Trudibparson.com

*Accepting new clients.

This is your warning to get ready. 👀
01/22/2026

This is your warning to get ready. 👀

If your 2024 taxes felt messy, 2025 will be worse if you ignore these 3 areas.Business owners: the difference between a ...
01/14/2026

If your 2024 taxes felt messy, 2025 will be worse if you ignore these 3 areas.

Business owners: the difference between a “maximized refund” and an audit headache often comes down to three core disciplines.

Getting these right matters more than any single “secret deduction.”

1. Your Proof Matters More Than Your Software
Bigger write‑offs in 2025 mean the IRS will be looking closer.

2. 2025 Law Changes Can Grow (or Shrink) Your Savings
New permanent and temporary breaks are available but only if you structure for them.

3. Not Every “Business” Cost Is Deductible
Overpaying happens two ways: skipping legitimate deductions or claiming disallowed expenses.

Bottom line:
Airtight books + updated knowledge of 2025 laws + clear lines between business/personal expenses = more savings, less risk.

Which one do you need more clarity on?^^^

If you have no idea what any of this means and you’re a tax payer it’s costing you a lot more than it would to book me.

👉🏽We’re accepting new clients.



Coach Trudi B. Parson
Awarded Business & Tax Strategist | 4x Business Person of the Year | 2x Business Rate’s Business Development Support Choice
336.624.1584 Office
https://bit.ly/TBPbizcard | Trudibparson.com

If you are a business owner, truck driver, gig worker (Uber, Lyft, Instacart,etc) 1099 contractor, MLM, content creator ...
01/07/2026

If you are a business owner, truck driver, gig worker (Uber, Lyft, Instacart,etc) 1099 contractor, MLM, content creator or realtor and you’re tired of over paying taxes at tax time…here is where that all changes…if you choose to!



Coach Trudi B. Parson
Awarded Business & Tax Strategist | 4x Business Person of the Year | 2x Business Rate’s Business Development Support Choice
336.624.1584 Office
https://bit.ly/TBPbizcard | www.trudibparson.com
https://bit.ly/3sv5WVV

12/31/2025

Is Your Tax Person a Form Filler or a Strategist? Not sure? Answer these 5 questions to know if you're overpaying by $10K+. The answer will tell you which one you have.

Coach Trudi B. Parson
Awarded Business & Tax Strategist | 4x Business Person of the Year | 2x Business Rate’s Business Development Support Choice
https://bit.ly/TBPbizcard
Trudibparson.com

Is Your Tax Person a Form Filler or a Strategist? Not sure? Answer these 5 questions to know if you're overpaying by $10...
12/31/2025

Is Your Tax Person a Form Filler or a Strategist? Not sure? Answer these 5 questions to know if you're overpaying by $10K+. The answer will tell you which one you have.

Coach Trudi B. Parson
Awarded Business & Tax Strategist | 4x Business Person of the Year | 2x Business Rate’s Business Development Support Choice
https://bit.ly/TBPbizcard
Trudibparson.com

27 years in the tax industry and I’ve literally seen it all. New clients coming through the door with tax bills from a f...
10/30/2025

27 years in the tax industry and I’ve literally seen it all. New clients coming through the door with tax bills from a few hundred to upwards of $350,000.00. From 3 years of back tax returns to 10 years of back tax returns. I’ve seen non profits behind on tax filings because their bookkeeping was non existent.

A tax preparer would’ve just prepared the returns and let the chips fall where they may but as a strategist I prepare and strategize to ensure the most favorable outcome for my client to recover.

Think about the last time you filed your taxes. Were you scrambling for receipts, hoping for a good outcome?

That’s tax preparation. It’s historical, reactive, and focused on “how much do I owe?”

Now, imagine a year where every financial decision—from a new hire to a equipment purchase—was made with a plan to maximize your after-tax profit.

That’s tax strategy. It’s proactive, forward-looking, and the key to funding your growth and building real wealth.

The difference isn’t just semantic. It’s the difference between being a passenger and being the pilot of your financial future.

Your question may be “is tax strategy worth it?”. The answer is found in your previous tax return.

Working with an awarded tax strategist is literally like a before and after picture…a good one.

If you’re ready to take control, my DMs are open.



Coach Trudi B. Parson
Awarded Business & Tax Strategist | Empowerment Speaker | CAIO | 2022, 2023, 2024 & 2025 Business Person of the Year
https://bit.ly/TBPbizcard
Trudibparson.com

Address

Battleground Avenue
Greensboro, NC
27401

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm
Saturday 10am - 2pm

Telephone

+13366241584

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