A&S Financial Tax Planning Consulting Firm

10/12/2026

A&S Hospitality LLC Consulting Firm

Tax Planning & Preparation Services

📋 2026 TAX CLIENT CHECKLIST

Individual & Business Tax Clients

Tax season preparation starts with keeping accurate records throughout the year! Whether you're filing an individual tax return or a business tax return, having your documents organized helps ensure accurate filing, reduces delays, and supports eligible deductions and credits.

✅ INDIVIDUAL TAX CLIENT CHECKLIST

Please gather the following information before submitting your tax documents.

Personal Information

- ☐ Valid government-issued photo ID (front and back)
- ☐ Social Security numbers or ITINs for everyone on the return
- ☐ Dates of birth for taxpayer, spouse, and dependents
- ☐ Current address, phone number, and email
- ☐ Prior-year tax return
- ☐ IRS Identity Protection PIN (if assigned)
- ☐ Bank routing and account numbers for direct deposit

Income Documents

- ☐ W-2 forms from all employers
- ☐ 1099-NEC and 1099-K forms
- ☐ 1099-INT and 1099-DIV forms
- ☐ 1099-R retirement income
- ☐ Social Security income (SSA-1099)
- ☐ Unemployment income (1099-G)
- ☐ Self-employment and side-business income records
- ☐ Rental property income
- ☐ Investment and cryptocurrency transaction records
- ☐ Any other taxable income

Dependents & Tax Credits

- ☐ Dependent information and qualifying residency records
- ☐ Childcare provider information and payments
- ☐ Form 1098-T for college tuition
- ☐ Student loan interest statement (1098-E)
- ☐ Mortgage interest statement (1098)
- ☐ Property tax records
- ☐ Charitable donation receipts
- ☐ Health insurance Marketplace form 1095-A, if applicable
- ☐ Other applicable deduction and credit documentation

✅ BUSINESS TAX CLIENT CHECKLIST

Business Information

- ☐ Legal business name and EIN
- ☐ Business address and contact information
- ☐ Business structure (LLC, sole proprietor, partnership, S corporation, or corporation)
- ☐ Business ownership information
- ☐ Previous business tax returns
- ☐ Applicable business tax election documents

Income & Financial Records

- ☐ Full-year business income records
- ☐ Business bank statements (January–December)
- ☐ Business credit card statements
- ☐ Payment processor reports (Cash App, Zelle, Stripe, Square, PayPal, etc.)
- ☐ 1099 forms received
- ☐ Profit and loss statement
- ☐ Balance sheet, if applicable
- ☐ Records of business loans and interest
- ☐ Inventory records, if applicable

Business Expenses

- ☐ Business supplies and equipment
- ☐ Advertising and marketing expenses
- ☐ Rent and utilities
- ☐ Insurance premiums
- ☐ Business vehicle mileage logs
- ☐ Vehicle expenses, if applicable
- ☐ Employee payroll and contractor payments
- ☐ Business travel and meals
- ☐ Software and subscription costs
- ☐ Repairs and maintenance
- ☐ Business licenses and professional fees
- ☐ Receipts and records for all claimed expenses

Additional Business Documentation

- ☐ Asset purchases and sales
- ☐ Depreciation schedules
- ☐ Estimated tax payments
- ☐ Payroll tax filings, if applicable
- ☐ 1099-NEC forms issued to contractors, if required
- ☐ Home office expense records, if eligible
- ☐ Business-use percentage for mixed personal/business expenses

📚 IMPORTANT BOOKKEEPING NOTICE

OUR BOOKKEEPING LINK IS OPEN YEAR-ROUND!

At A&S Hospitality LLC Consulting Firm, we strongly encourage every client to maintain accurate financial records throughout the entire year — not just during tax season.

Please understand: Our firm is not responsible for unorganized, incomplete, missing, or improperly maintained financial records provided by clients.

Clients are responsible for maintaining supporting documentation for income, deductions, expenses, mileage, and business transactions.

We offer bookkeeping services as part of our available service rates and packages to help clients:

- Track business income and expenses
- Organize financial records
- Monitor business transactions
- Maintain accurate bookkeeping reports
- Prepare for tax season throughout the year
- Reduce last-minute tax preparation delays

Additional bookkeeping or record-reconstruction services may result in additional fees, depending on the work required.

Important: Bank statements alone may not provide sufficient documentation for every tax deduction. Keep your receipts, invoices, mileage logs, and supporting records.

We recommend maintaining tax documentation for at least 7 years under our firm's record-retention policy.

📢 CLIENT REMINDER

Do not wait until tax season to get organized!

Our tax preparation process requires complete and accurate documentation. Missing information may delay the preparation or filing of your return.

We offer year-round tax planning and bookkeeping assistance to help you stay prepared.

A&S Hospitality LLC Consulting Firm

📧 [email protected]

📞 816-900-4095

🔗 Client Tax Portal: https://app.jotform.com/262000451218139

Professional Tax Planning • Tax Preparation • Bookkeeping • Business Support

Organized records today help create a smoother tax season tomorrow!

📂 UPLOAD YOUR TAX DOCUMENTS & RECORDS HERE

All individual and business tax clients must submit their required tax documents, income records, expense reports, receipts, and bookkeeping records through our secure client portal.

🔗 Send Files & Upload Your Records Here:
https://app.jotform.com/262000451218139

📚 Our bookkeeping services are available year-round!

Important: A&S Hospitality LLC Consulting Firm is not responsible for missing, incomplete, or unorganized client records. We offer bookkeeping services to help you maintain accurate records throughout the year.

A&S Hospitality LLC Consulting Firm
📞 816-900-4095
📧 [email protected]

10/10/2026

🧾📚 **IMPORTANT TAX TIP: GOOD RECORDS = SMARTER BUSINESS!** 💚💰

**A&S Hospitality LLC Tax Planning & Consulting Firm**

Business owners, are you keeping track of your income, expenses, receipts, and mileage throughout the year? 👀

One of the biggest mistakes business owners make is waiting until tax season to organize their finances!

💚 **WHY RECORDKEEPING & BOOKKEEPING MATTER:**

✅ **Track Your Income:** Know exactly how much your business earns.

✅ **Document Expenses:** Keep receipts and records of legitimate business expenses to support eligible tax deductions.

✅ **Track Business Mileage:** Use a mileage tracking app to document business-related trips.

✅ **Separate Finances:** Keep business and personal transactions separate.

✅ **Stay Audit-Ready:** Maintain organized financial records in case the IRS requests documentation.

✅ **Plan Ahead:** Understand your profits, prepare for estimated taxes, and avoid surprises during tax season.

🚨 **IMPORTANT REMINDER FROM COACH ANGELA!**

📌 Keep records throughout all **365 days of the year**, not just during tax season.

📌 Maintain supporting documentation for your income, expenses, and deductions.

📌 We recommend keeping tax records for **at least 7 years** as a conservative recordkeeping practice, although IRS retention requirements vary.

📌 Bank statements alone may not provide sufficient proof for every business deduction.

📌 **No records = No unsupported deductions!**

💼 **HOW A&S HOSPITALITY LLC CAN HELP**

We offer professional tax planning, tax preparation, business tax guidance, and compliance support to help you stay organized and prepared.

💚 **Remember:** A successful business isn't just about how much money comes in. It's also about how well you manage, document, and protect it!

📧 [email protected]
📞 816-900-4095

**A&S Hospitality LLC Tax Planning & Consulting Firm**
*Plan Smarter. Stay Organized. Protect Your Business.*

Call now to connect with business.

10/10/2026

🧾💚 **IMPORTANT TAX TIP FOR INDIVIDUALS: KEEP YOUR TAX RECORDS ORGANIZED!**

**A&S Hospitality LLC Tax Planning & Consulting Firm**

Tax records aren't just important for business owners! Whether you're employed, retired, a parent, or filing your own individual tax return, keeping accurate records throughout the year can help protect you during tax season. 💰

📂 **WHAT RECORDS SHOULD YOU KEEP?**

✅ **Income Documents:** W-2s, 1099s, unemployment statements, and other income records.

✅ **Dependent Information:** Keep documentation supporting your eligibility to claim children or other dependents.

✅ **Childcare Expenses:** Save daycare payment records and provider information if claiming eligible credits.

✅ **Education Expenses:** Keep tuition statements, Form 1098-T, and receipts for qualifying education costs.

✅ **Homeownership Records:** Save mortgage interest statements, property tax records, and documents for eligible deductions.

✅ **Medical Expenses:** Keep receipts for qualifying medical expenses when applicable.

✅ **IRS Letters:** Never throw away IRS notices or important tax correspondence.

🚨 **IMPORTANT REMINDER FROM COACH ANGELA!**

📌 Don't wait until January to start gathering your documents.

📌 Keep your records organized throughout the entire year.

📌 Save copies of your filed tax returns and supporting documents.

📌 Keep tax records for at least 3 years in most cases, and longer when required. A 7-year retention practice can provide additional protection.

📌 Never claim deductions, dependents, or credits without proper supporting documentation.

💚 **WHY DOES THIS MATTER?**

Good recordkeeping can help prevent filing delays, support your tax credits and deductions, and make responding to IRS questions much easier.

✨ **Your tax return is only as strong as the documentation supporting it!**

At **A&S Hospitality LLC**, we believe tax planning starts BEFORE tax season!

📧 [email protected]
📞 816-900-4095

**Coach Angela**
A&S Hospitality LLC Tax Planning & Consulting Firm

Call now to connect with business.

10/05/2026

📢 A&S HOSPITALITY LLC TAX CLIENT UPDATE — UPLOAD MY FILES

I’m getting ready to upload updated information to the Send My Files / Tax Portal. Please make sure your records are complete. 📂🧾

When uploading documents, LIST WHAT YOU ARE SENDING IN THE NOTES SECTION OF THE APP. This helps me know exactly what I should be reviewing.

Please upload any applicable:

• W-2s — if you have more than one, upload ALL W-2s
• 1099s and other income documents
• Business income and expense records
• Receipts for business expenses
• Mileage records/logs
• Medical expense records, if applicable
• Childcare records, if applicable
• Mortgage/property tax documents
• Education documents
• Retirement or investment tax forms
• Any IRS or state tax letters/notices
• Any additional supporting records requested for your return

🚨 RECORDS & RECEIPTS: If you are submitting receipts or records, please list what they are for in the NOTES section inside the app.

📝 NEW CHANGES: If anything has changed since your original information was submitted—income, address, dependents, business information, banking information, additional W-2s/1099s, or anything else that may affect your taxes—put the update directly in the NOTES section of the app. Do not write changes on loose papers.

This keeps everything documented in one place and helps prevent information from being missed.

📲 Upload My Files / Client Portal:
https://app.jotform.com/262000451218139

Please remember: good tax planning starts with good records. The more complete your documentation is, the better I can properly review your tax situation and prepare for tax season.

— Coach Angela
A&S Hospitality LLC Consulting Firm
Tax Planning • Tax Preparation • Business & Financial Guidance

09/27/2026

💚📢 SUNDAY TAX PLANNING TIP: START NOW, NOT DURING TAX SEASON!
A&S Hospitality LLC | Coach Angela 💰
Good morning, tax family! ❤️
START GATHERING YOUR TAX DOCUMENTS LITTLE BY LITTLE!
You do not have to wait until January to get organized. Spending just 15–20 minutes each week preparing your records can save you hours of stress when tax season arrives.
📂 YOUR TAX PLANNING HOMEWORK:
Download your monthly bank statements and organize your business income.
Start collecting receipts for legitimate business expenses.
Update your business mileage log.
Organize your invoices, payment records and estimated tax payments.
Create folders for each month so you can easily locate your documentation.
💰 BUSINESS OWNERS AND HIGH-INCOME EARNERS!
Remember, making more money can also mean owing more taxes. Do not wait until you file your return to discover that you have not saved enough for federal or state taxes.
Keeping accurate records helps identify eligible deductions, prepare accurate returns and support your claims if the IRS or your state requests documentation.
⏰ DON'T FORGET TO REVIEW YOUR TAX PAYMENTS!
Check your paycheck withholding or estimated tax payments now rather than waiting until filing season. Business owners may need to make quarterly payments.
Internal Revenue Service
+1

Remember, bank statements alone may not prove every deduction. Save your receipts and supporting documents, too.
Internal Revenue Service
+1

💚 MY CHALLENGE FOR THIS WEEK: Organize just TWO months of records. Next week, tackle two more!
Small steps today can prevent big headaches tomorrow.
Tax planning is a year-round responsibility, not a once-a-year event!
With love,
Coach Angela 💚
A&S Hospitality LLC Tax Planning

💚 DON'T FORGET OUR INDIVIDUAL TAX FILERS!
Tax planning isn't just for business owners! If you work a regular job, have children, own a home or earn additional income, NOW is the time to prepare!
📂 YOUR TAX PLANNING CHECKLIST:
✅ Review your W-4 and make sure enough federal and state taxes are being withheld.
✅ Save your pay stubs and keep track of income from all jobs.
✅ Organize childcare expenses and provider information.
✅ Keep records of mortgage interest, property taxes, charitable donations and eligible medical expenses.
✅ Track side income, gig work and any related business expenses.
✅ Keep records of eligible education expenses and student loan interest.
✅ Review any major life changes, including marriage, divorce, new dependents or purchasing a home.
💰 REMEMBER: Not every expense qualifies for a deduction, and receiving a federal refund does not guarantee a state refund.
❤️ COACH ANGELA'S WEEKLY CHALLENGE
Whether you're an individual taxpayer or a business owner, spend 20 minutes each week organizing your financial records.
Don't wait until January to start looking for documents!
GOOD TAX PLANNING STARTS BEFORE TAX SEASON! 💚
Coach Angela A&S Hospitality LLC Tax Planning & Consulting Services

09/26/2026

# # # 💰 5 Ways to Reduce Your State Tax Bill

A&S Hospitality LLC | 2026 Tax Planning Tips

Don't wait until tax season to discover you owe state taxes! Start planning now.

1\. Update Your State Withholding Form. Request additional state taxes to be withheld from each paycheck. Some states use their own withholding forms rather than the federal W-4.

2\. Increase Retirement Contributions. Contributing to an eligible traditional 401(k) or IRA may help reduce your state taxable income.

3\. Take Advantage of State Tax Credits. Research deductions and credits available in your state, including education, dependent care and retirement benefits.

4\. Make Estimated Tax Payments. Business owners, self-employed individuals and taxpayers with additional income should consider making estimated state tax payments throughout the year.

5\. Adjust Your Tax Withholding Every Year. Review your income, tax liability and withholding annually. Increase your additional withholding when necessary to avoid unexpected tax bills.

# # # 💵 Tax Planning Example

If you owed $1,300 in state taxes last year and receive 26 paychecks annually:

# # # $50

Extra withholding per paycheck

$50 × 26 paychecks = $1,300 in additional annual withholding.

Important: Increasing your withholding doesn't lower your actual taxes. It helps you pay throughout the year instead of owing a large amount when you file.

Every state has different tax laws, withholding requirements, deductions and credits. Some states have no individual income tax.

A&S Hospitality LLC — Tax Planning Is a Year-Round Responsibility! 💚

09/25/2026

📌 Friendly Reminder for the Upcoming Tax Season

Due to my new policies, I am accepting VIP clients and referrals only this year.

I am looking for serious clients who are seeking real tax planning and understand that tax planning is not about “free money” or simply trying to get the largest refund possible. Tax planning means understanding your tax situation, following your plan, documenting legitimate expenses, and maintaining the records needed to support what is reported on your return.

🧾 Recordkeeping is YOUR responsibility.

For first-year tax-planning clients, we may use bank statements to help establish and review your expenses. After that first year, you are expected to maintain proper records 365 days a year—not wait until tax season.

The IRS can request documentation, so receipts, mileage logs, expense records, statements, and other supporting documents should be maintained throughout the year.

My firm can prepare your return, provide tax planning, and help guide you on what records you should maintain, but I cannot be responsible for records a client chooses not to keep.

I want clients who are ready to understand their tax plan, follow it, ask questions when needed, and take recordkeeping seriously.

💚 VIP & Referral Clients Only
Tax planning is a year-round process—not just something we think about when it's time to file.

09/24/2026

🍂 OCTOBER TAX CLIENT REMINDER — LET’S GET THOSE RECORDS TOGETHER! 📚💰

We are getting closer to the next tax season, and I need my clients to start preparing NOW — not in January!

Throughout the year, I’ve reminded everyone about keeping proper business records, receipts, expenses, and mileage. So far, I have received very few year-to-date records. Please do not wait until tax season to try to recreate an entire year of business activity.

📌 Start sending/uploading your 2026 records, including:
• Business income and expenses
• Receipts and invoices
• Business bank statements
• Business mileage records
• Travel and qualifying business expenses
• Equipment and supply purchases
• Contractor/payroll records when applicable
• Any other documents related to your business activity

🚗 MILEAGE IS IMPORTANT!
If you use your vehicle for business, you should be tracking your mileage throughout the year. Please begin using MileIQ if you have not already started. Your mileage needs proper records — guessing at tax time is not good bookkeeping.

📂 USE YOUR UPLOAD PORTAL
Please start uploading your records throughout the year instead of waiting until tax season. This allows me to review what you have and identify what may still be missing.

💼 REMEMBER: BOOKKEEPING SUPPORT IS INCLUDED IN MY RATES.
You are paying for more than tax preparation. I provide bookkeeping assistance within my rates to help keep your records organized and prepare you properly for tax season — USE IT! 🙌🏽

My goal is for us to enter tax season organized, prepared, and with documentation to support the numbers being reported.

📧 [email protected]

A&S Hospitality LLC Consulting Firm
Tax Planning • Bookkeeping • Business & Individual Tax Services

🍂 October is preparation month. Get those records uploaded!

Here are the links to add:

📂 Client Upload Portal:
[A&S Tax Client Portal](https://app.jotform.com/262000451218139?utm_source=chatgpt.com)

📤 Send Your Files / Upload Records:
[Send Your Files](https://form.jotform.com/202834961143151?utm_source=chatgpt.com)

Use the Send Your Files link for clients to upload their bookkeeping and tax records throughout the year.

09/16/2026

💳 4 Credit Tips from A&S Consulting Firm

✨ Tip #1: Know Your Statement Closing Date
Paying your credit card balance down before the statement closes may help a lower balance report to the credit bureaus.

✨ Tip #2: Keep Credit Utilization Low
Try not to max out your cards. Lower reported balances can help keep your utilization healthier.

✨ Tip #3: Protect Your Older Accounts
Older positive credit accounts can help with the length of your credit history. Think carefully before closing an older card, especially if it has no annual fee.

✨ Tip #4: Check All 3 Credit Bureaus
Experian, Equifax, and TransUnion may report different information. Review all three and dispute anything that is truly inaccurate.

💙 A&S Consulting Firm
Educating you on smarter credit moves, one tip at a time. 💳✨

09/05/2026

📢 IMPORTANT VIP CLIENT UPDATE — 2026

As A&S continues to grow and transition from a traditional tax preparation company into a Tax Planning & Financial Services Company, we are making some important changes to how referrals will work this year.

Because of our high client volume, limited availability, and expanded services, referrals will now be VIP CLIENT ONLY.

⭐ WHAT DOES THIS MEAN?

If you are currently on our VIP Client List, you will receive a VIP Client Card beginning this year.

Your VIP card will be used to identify your VIP status when submitting your tax documents and accessing your VIP benefits.

🔐 Your 4-Digit VIP PIN
Your VIP PIN will be the last 4 digits of your Social Security number. Please keep your VIP card and PIN secure and do not share them publicly.

💎 VIP CLIENTS RECEIVE MORE

Our VIP clients will have access to additional benefits across our services, including priority access, tax planning support, bookkeeping resources, document organization, and other services available through A&S.

VIP clients are also clients who understand the value of professional tax planning, proper recordkeeping, organized documentation, and investing in quality financial services.

💰 WHY THE CHANGE?

We are no longer operating strictly as a tax preparation business. We are building a year-round tax planning company focused on helping clients become more organized, plan ahead, maximize opportunities, and make better financial decisions.

With that comes a different level of service, responsibility, and investment.

We truly appreciate every client who has trusted A&S over the years. ❤️

If you are already a VIP client, thank you for being part of the A&S family. Your loyalty and continued business are the reason we are able to grow.

📌 Please remember: VIP referral access is limited. If you are not currently on the VIP list, referrals may not be available to you this year.

A&S is growing — and our VIP clients are growing with us. 💎📈

— Coach Angela
A&S Hospitality LLC Consulting FirmOne important security note: I’d recommend not publicly posting that the VIP PIN is the last 4 digits of the SSN. That’s sensitive information and a predictable PIN. A unique 4-digit PIN generated by A&S would be much safer.