Fleming Advisors, LLC

05/25/2026

“Our debt to the heroic men and valiant women in the service of our country can never be repaid. They have earned our undying gratitude.” - Harry S. Truman

This Memorial day we honor our Veterans for serving our country and protecting our freedoms.

Thank you, Veterans!

04/15/2026

04/12/2026

They say insanity is doing the same thing over and over while expecting different results.

If you’re staring down another tax bill this April 15th, it might be time for a different approach.

At Fleming Advisors, we help business owners take control with proactive tax strategies designed to reduce what you pay—legally and strategically.

Let’s make this the year you do something about it.

Visit www.fleming-advisors.com or give us a call at (855) 877-9807.

03/29/2026

Think your S Corp is saving you money? Think again.

For years, S corporations have been the default choice for tax efficiency—but what works early on can quietly become costly as your business grows. From increased IRS scrutiny to unexpected tax on distributions and limitations on losses, many owners are missing critical risks hiding beneath the surface.

The reality: entity structure isn’t “set it and forget it.” It should evolve with your business.

We’ve outlined 10 common (and often overlooked) pitfalls that could be costing you more than you realize.

👉 Create a free account at www.fleming-advisors.com to download the full article and see all 10 pitfalls.

If you haven’t reviewed your S Corp strategy recently, there’s a good chance you’re leaving money—or opportunity—on the table.

Contact us at 855-877-9807 or email [email protected] to schedule your free consultation.

03/12/2026

When a client leaves… and then comes back, you know you’re doing something right.

A few years ago, this client decided to try another firm. Recently, they came back to Fleming Advisors—and here’s what they had to say:

⭐⭐⭐⭐⭐
“Switching to Fleming Advisors has been one of the best business decisions I’ve made. The Fleming team clearly knows their stuff and seems to know every trick in the book when it comes to saving money on taxes. They are proactive, efficient, and extremely knowledgeable.

They are also fast, organized, and very easy to work with. I especially appreciate their digital portal—it makes sharing documents and staying on top of everything simple and streamlined. I also use them for payroll and highly recommend that service as well. Everything is handled quickly and accurately, which gives me great peace of mind as a business owner.”

We’re grateful for clients who trust us with their businesses—and even more grateful when they come back.

01/11/2026

It's that time of the year again...time for businesses to prepare, mail and file their 1099 forms.

Over the past few years, the IRS has increased their 1099 enforcement efforts and the penalties for not filing can be severe.

Failing to file a required Form 1099 can result in IRS penalties ranging from $60 to $340 per form, depending on how late the form is filed. If the failure is due to intentional disregard, the penalty is a minimum of $680 per form with no maximum.

There's good news, Fleming Advisors has a step-by-step DIY guide for business owners on preparing 1099 forms. To download the guide, you simply create a free account with Fleming Advisors where the full document can be downloaded. Here's the link: https://portal.fleming-advisors.com/login?step=signUp

Important Note: The original January 31, 2026, deadline to deliver recipient copies falls on a Saturday, pushing the due date to the next business day, Monday, February 2, 2026.

01/04/2026

We’re excited to welcome Meredith Fleming to Fleming Advisors as our new Business Development Executive!

Meredith is a 2003 graduate of Southwestern Oklahoma State University, where she earned her Doctor of Pharmacy (PharmD), and she currently holds active pharmacist licenses in Oklahoma and Florida. Her firsthand experience as a practicing pharmacist brings unique, real-world perspective into the challenges business owners and managers face — and strengthens our ability to serve business owners with strategy, clarity, and confidence.

Meredith also understands something we see every day: while pharmacists and other health care providers are trained to deliver exceptional patient care, most pharmacy and medical schools don’t provide the business specific education needed to build and protect a thriving business. That’s why she believes so strongly in the value of having an “A-Team” of advisors who can competently support entrepreneurs — and she’s passionate about helping them build that team.

Please join us in welcoming Meredith to the Fleming Advisors family!

11/21/2025

https://youtu.be/owgVu4CO0wo?si=EbjR1hO1zi9xyHND

There was a time when Americans paid no income tax at all—but today, it’s a cornerstone of government funding. So how did we go from zero taxes to some of th...

11/11/2025

🇺🇸 Honoring Our Veterans Today and Every Day 🇺🇸

On this Veterans Day, we at Fleming Advisors pause to express our deepest gratitude to the brave men and women who have served our country. Your courage, sacrifice, and dedication protect the freedoms we all cherish.

Today, we honor your service and remember those who gave everything for our nation. Thank you for your commitment and for inspiring us with your strength and integrity.

11/09/2025

⚖️ Year-End Is the Perfect Time to Change Accountants — Especially for Busy Professionals

As the year comes to a close, it’s the ideal time to evaluate whether your accountant is truly helping you build wealth — not just file taxes.

At Fleming Advisors, we specialize in serving professionals — doctors, lawyers, dentists, and other high-income earners who need more than basic compliance. Our clients rely on us for proactive tax strategy, clear communication, and financial confidence all year long.

Here’s where many accounting firms fall short — and where we excel:

✅ Proactive vs. Reactive Service
Most accountants only focus on compliance — preparing returns after the fact. We help you plan ahead, bringing ideas to the table and implementing tax strategies that reduce liabilities and support your long-term goals.

📞 Clear, Consistent Communication
You shouldn’t have to chase your accountant for answers. Our team responds immediately to clients and we stay engaged throughout the year, explaining complex issues clearly and ensuring you always understand your financial picture.

💰 No More Surprise Tax Bills
We believe in no surprises. Our ongoing tax planning and forecasts help you anticipate what’s ahead and stay in control of your cash flow.

If your current accountant only reaches out during tax season, it’s time to upgrade. Let’s make 2026 the year your accounting partner actually helps you grow.

👉 Connect with Fleming Advisors today: https://www.fleming-advisors.com/

10/26/2025

🚀 Big News for Businesses: R&D Tax Credit Rules Have Changed!

In recent years, businesses claiming the Research & Development (R&D) Tax Credit were required to amortize their qualifying expenses—spreading deductions over several years.

✅ Now, that’s changed.
With the latest tax law updates, unamortized R&D expenses can once again be deducted in full, giving businesses an immediate tax benefit and improved cash flow.

This is a major win for innovative companies investing in research, technology, and product development.

If you’re not sure how these changes impact your business—or if you want to make sure you’re taking advantage—our team at Fleming Advisors can help.

📞 Contact us today to ensure you’re taking full advantage of the new R&D credit rules. Visit us online at www.fleming-advisors.com or email [email protected]