Your Tax Partners US

Your Tax Partners US With a reputation for excellence and a commitment to personalized service, Travis has over 15 years experience in the Accounting field.

At Your Tax Partners US, we are dedicated to empowering businesses and individuals with tailored financial solutions designed to optimize performance and achieve long-term success. With his expertise in accounting, tax, and payroll, he has helped individuals, not-for-profit organizations, and businesses manage their financials and succeed towards their goals. His expertise include tax planning, business growth and consulting. The team is ready to help!

08/27/2026

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!

📢 New 2026 planning topic: Trump Accounts for eligible children under age 18.

If you feel this way you’re not alone. It’s a common area where people either overpay, under-plan, or just get overwhelmed, especially when new family financial rules are introduced.

Let’s break it down:

✅ A Trump Account may be established for an eligible child under 18, subject to current requirements, including a valid Social Security number.

✅ The pilot program may provide a one-time $1,000 contribution for qualifying U.S.-citizen children born in 2025, 2026, 2027, or 2028, when all eligibility and election requirements are met.

✅ Trump Accounts are not the same as 529 plans or education tax credits. Each has different purposes, rules, tax treatment, and planning considerations.

✅ Before taking action, confirm the child’s eligibility, filing process, deadlines, and the latest IRS and Treasury guidance. Implementation details may change.

This is a planning conversation, not a reason to rush. A tax professional can help you understand whether a Trump Account fits your family’s broader financial strategy.

💬 Have questions? Send us a DM, call our office, or stop by. Like, share, and save this post for future planning.

08/27/2026

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!

Preparing for the 2026 tax season? Start early by planning for electronic refunds and organizing your records now.

If you feel this way, you’re not alone. It’s a common area where people either overpay, under-plan, or just get overwhelmed.

Let’s break it down:

The IRS is phasing out paper refund checks for most federal tax refunds, with limited exceptions. Direct deposit remains the preferred option, so verify your banking information before filing.

✅ 1. Confirm your routing number, account number, and account type. Make sure the account is open and belongs to you or an authorized filer.

✅ 2. Gather income records early, including W-2s, 1099s, retirement statements, investment forms, and other income documents.

✅ 3. Organize deduction and credit records, such as mortgage interest, charitable gifts, childcare expenses, education costs, medical expenses, and business records if you’re self-employed.

For Georgia individuals and families, early preparation can help reduce errors, avoid delays, and make tax season less stressful.

Have questions about your refund preference or tax documents? Send us a DM, call our office, or visit Your Tax Partners US. We provide year-round tax preparation and planning support, not just help at filing time.

Like, share, and save this post for your 2026 tax checklist!

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!📢 Received a large bonus, commission, or other one...
08/26/2026

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!

📢 Received a large bonus, commission, or other one-time payout? Tax planning is about more than the amount withheld from that check.

If you feel this way you’re not alone. It’s a common area where people either overpay, under-plan, or just get overwhelmed.

Let’s break it down:

Withholding is money your employer sends to the IRS during the year as a prepayment of your federal income tax. Your final tax liability is calculated when your entire year’s income, deductions, credits, and other factors are considered. These two amounts may not match perfectly.

Timing matters, too. A bonus or commission paid late in the year can change your total annual income and may affect your tax bracket, deductions, credits, and year-end planning strategy.

✅ 1. Review the payout date and your projected full-year income, not just the bonus amount.

✅ 2. After a large payout, revisit your Form W-4 and determine whether paycheck withholding should be adjusted for future checks.

✅ 3. If withholding may not cover your projected liability, ask whether an estimated payment or another planning step makes sense. Don’t make a payment blindly, individual results vary.

Questions about bonuses, commissions, or irregular income? Send us a DM, call our office, or stop by. Like, share, and save this post for your next payout review!

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!📢 This week: How to handle Form 1095-C and avoid c...
08/26/2026

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!

📢 This week: How to handle Form 1095-C and avoid confusion when employer coverage overlaps with Marketplace coverage.

Let’s face it, health coverage forms can be confusing, and if you feel this way you’re not alone. It’s a common area where people either overpay, under-plan, or just get overwhelmed.

Let’s break it down:

Form 1095-C generally provides information about health coverage your employer offered, including the months of coverage and important offer details. You usually do not attach it to your federal tax return, but you should keep it with your tax records.

✅ 1. Review the form carefully. Compare the employer coverage dates, offer information, and employee cost with what you remember and what appears in your Marketplace account.

✅ 2. Report changes when applicable. If employer-sponsored coverage became available, ended, or changed during the year, update your Marketplace information according to current Marketplace guidance.

✅ 3. Understand the potential impact. Affordable employer coverage that meets applicable requirements can affect whether you qualify for a Marketplace premium tax credit. If you had Marketplace coverage, Form 1095-A, not Form 1095-C, is generally used for premium tax credit reconciliation.

Keep your 1095-C, Marketplace records, and enrollment notices together. Always verify the latest IRS and Marketplace guidance for the tax year involved.

💬 Questions about your forms or coverage history? Send us a DM, call our office, or visit us in Mableton. Like, share, and save this post for tax-time planning!

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!Are you age 70½ or older and planning to give to c...
08/25/2026

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!

Are you age 70½ or older and planning to give to charity from your IRA? A Qualified Charitable Distribution (QCD) may allow you to support an eligible charity while managing taxable income.

If you feel this way you’re not alone. It’s a common area where people either overpay, under-plan, or just get overwhelmed.

Let’s break it down:

✅ A QCD is a direct transfer from an eligible IRA to a qualified charitable organization. For 2026, the annual QCD exclusion limit is $111,000 per taxpayer, subject to current IRS rules.

✅ If you are required to take an RMD, a QCD may satisfy part or all of that year’s RMD. The transfer must be completed directly by the IRA trustee to the charity.

✅ A qualifying QCD is generally excluded from taxable income, but you cannot also claim the same amount as a charitable deduction.

✅ Keep the charity’s written acknowledgment, IRA distribution records, and proof of the direct transfer. If the funds are paid to you first, then donated, the transaction generally does not qualify as a QCD.

Before acting, confirm the IRA type, charity eligibility, timing, annual limit, and your individual tax situation with a tax professional. IRS rules can change.

Have questions? Send us a DM, call our office, or stop by. Like, share, and save this post for future planning! 💬

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!Georgia LLC or corporation owners: annual registra...
08/25/2026

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!

Georgia LLC or corporation owners: annual registration is due Jan. 1–Apr. 1. If you feel overwhelmed, you’re not alone.

Let’s break it down:
✅ File by Apr. 1 to stay in good standing
✅ Late filings may add a $25 penalty
✅ Keep your registered agent and address current

DM, call, or visit us. Like, save, and share!

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!Thinking about passing your Georgia small business...
08/25/2026

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!

Thinking about passing your Georgia small business to family, employees, or another buyer? Succession planning isn’t just about who takes over, it’s also about how the transfer is structured.

If you feel this way, you’re not alone. It’s a common area where people either overpay, under-plan, or just get overwhelmed.

Let’s break it down:

✅ 1. Asset sale: The buyer purchases selected business assets. How the price is allocated can affect your taxable gain and the buyer’s basis.

✅ 2. Equity sale: The buyer purchases ownership interests in the business. Your entity type, ownership basis, and agreement terms can significantly affect the tax result.

✅ 3. Basis and installments: Your basis helps determine taxable gain. When payments are received over time, an installment arrangement may defer eligible gain, but interest, certain income items, and related-party rules may change the outcome.

✅ 4. Plan early: Family transfers, employee buyouts, and third-party sales can involve different valuation, gift and estate, payroll, and legal considerations. Early planning gives you time to organize records, clarify goals, and compare options.

Transaction structure and tax results are fact-specific. Review your plan in advance with tax and legal professionals, before the paperwork is signed.

💬 Questions? Send us a DM, call our office, or visit us in Mableton. Like, share, and save this post for your succession-planning conversation.

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!Georgia sellers: verbal requests aren’t enough. If...
08/24/2026

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!
Georgia sellers: verbal requests aren’t enough. If you feel this way, you’re not alone.
Let’s break it down:
✅ Collect/verify a complete certificate.
✅ Link it to the sale.
✅ Organize/retain it for review.
Georgia rules/forms can change: confirm current requirements. Good records support deductions.
DM, call, or visit us.

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!Midyear withholding checkup? If you feel this way ...
08/24/2026

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!
Midyear withholding checkup? If you feel this way you’re not alone. It’s a common area where people either overpay, under-plan, or just get overwhelmed.
Let’s break it down: ✅1 Check W-4/G-4 after marriage/job/raise/2 jobs/change; ✅2 withholding ≠ final tax; ✅3 IRS/Georgia tools + pro; maximize deductions. DM/call/visit

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!Chart: separate income/COGS/OpEx.If you feel this ...
08/24/2026

Welcome to Our Weekly Tax & Accounting Tips with Your Tax Partners US!
Chart: separate income/COGS/OpEx.
If you feel this way you’re not alone. It’s a common area where people either overpay, under-plan, or just get overwhelmed.
Let’s break it down:
✅1 Owner/loans/personal separate.
✅2 Quarterly: merge/recode; review uncategorized.
DM/call/visit to maximize deductions.

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Mableton, GA
30126

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