CPA Consulting Services LLC

09/08/2026

Good news for retirees and pre-retirees: starting after Dec. 29, 2025, certain 401(k) and other defined contribution plans may help pay qualified long-term care insurance premiums without the 10% early withdrawal penalty. It’s a small rule with big planning potential. Read now to see how it may fit your strategy.

Learn how the SECURE 2.0 Act lets you use retirement accounts to pay qualified long-term care insurance premiums penalty-free starting in 2026.

09/08/2026

September 15 is the 3rd estimated tax deadline for many self-employed professionals and investors—and missing it can lead to unwanted underpayment issues later. Need a simple way to stay on track with Form 1040-ES? Check it out and make sure your taxes are covered before the year gets away from you.

The September 15 third-quarter estimated tax deadline is approaching. Learn who needs to file Form 1040-ES to avoid underpayment issues later in the year.

09/08/2026

If you rely on estimated tax payments, it’s important to make this installment on time to help avoid underpayment issues later in the year.

09/08/2026

Retirement planning isn't just about the future—it can also help reduce your taxes today. Contact this office to find out which retirement plan best fits your goals.

09/07/2026

Happy Labor Day! Today, we celebrate the dedication, perseverance, and hard work that drive businesses, communities, and dreams forward. Wishing everyone a safe and rewarding holiday.

09/04/2026

Supporting children, helping aging parents, and protecting your own retirement can turn you into the family CFO. Here’s how to manage the financial overlap.

09/04/2026

Fall planning starts now. Use your late-summer sales data to make smarter inventory and marketing decisions before the holiday rush.

09/03/2026

Think a real business expense is enough for a tax deduction? Not always. A recent Tax Court case shows how missing records can cost self-employed professionals big time — even when the expense was legitimate. Learn what the IRS wants you to keep so you can protect your deductions. Read now.

Learn why self-employed professionals need strict records for travel & vehicle deductions, with key lessons from a recent Tax Court case. CPA Consulting Services.

09/02/2026

Should you pay off debt or invest? Higher interest rates have shifted the balance. Learn how to evaluate high-interest debt, emergency savings, retirement planning, and taxes when making important financial decisions.

Higher interest rates change the debt vs. investing decision. Learn how debt, savings, retirement goals, and taxes can affect your choice.

09/02/2026

Every challenge you overcome builds resilience for the next one. Keep moving forward—your perseverance is shaping your success.