Phelps & San Cristobal

Phelps & San Cristobal At PSC we help business owners to increase profits and minimize tax liability. We provide bookk

These are the types of tax questions we love getting (and answering!!!) from small businesses before year-end! 🤓The earl...
09/16/2026

These are the types of tax questions we love getting (and answering!!!) from small businesses before year-end! 🤓

The earlier we start planning, the more options we have to adjust payments and make impactful money moves to lower your tax bill.

Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

Well, it’s almost fall! 🍂So, here’s the checklist we’re personally following to reset + refresh our business in Septembe...
09/15/2026

Well, it’s almost fall! 🍂

So, here’s the checklist we’re personally following to reset + refresh our business in September (and guess what, it’s coincidentally perfect for small businesses, too!).

Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

BusinessFinances

The reason small businesses hire us for a tax estimate in September? ↓To get an accurate picture of what they can expect...
09/14/2026

The reason small businesses hire us for a tax estimate in September? ↓

To get an accurate picture of what they can expect to owe in April. 🙂‍↕️

Basically, you bring us the numbers on slide 2, and we’ll tell you what your 2026 tax bill is looking like + what adjustments (if any) are needed to make sure you’re not surprised by your tax bill.
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

We’re not saying your small business needs to add all these people to your roster on day 1... but knowing who to call wh...
09/11/2026

We’re not saying your small business needs to add all these people to your roster on day 1... but knowing who to call when ~things~ hit the fan doesn’t hurt!

We’ll happily handle the tax and bookkeeping side of things and point you in the direction of our trusted friends to handle the rest. 📲
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

Small businesses, we strongly recommend opening a new bank account that has just one purpose: tax savings.Here’s what I ...
09/10/2026

Small businesses, we strongly recommend opening a new bank account that has just one purpose: tax savings.

Here’s what I want you to do ↓

💰 Open a separate savings account that you use ONLY for federal + state tax payments so that you’re never spending ~that~ money for other business expenses.

Choose a high-yield savings account (at an FDIC-insured bank) so you can earn interest before you send that money to the government.

💰 Set up automatic weekly or monthly transfers to your new account based on the tax savings number your accountant gave you.

💰 Don’t forget to make your estimated tax payments from this account! The IRS (and many states) allow you to schedule your payments in advance. For busy small businesses, that’s a game-changer.

Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

In honor of September being National Disaster Preparedness Month, we want to talk about how tax deadlines can be pushed ...
09/09/2026

In honor of September being National Disaster Preparedness Month, we want to talk about how tax deadlines can be pushed back due to certain disasters.

It’s not something you really think about until it happens to you, but when you’re in the midst of an emergency, taxes are the last thing on your mind.

To check if your return deadlines are affected, go to the IRS Tax Relief in Disaster Situations page and search for your state + disaster.

Make sure your local county, parish, or Tribal area is on the list (living in the same state as a disaster isn’t necessarily enough).

Double-check the covered period to confirm which deadlines have been moved and when they’ve been postponed until.

And one more thing, SAVE this post, because the last thing you’ll have during a disaster is the bandwidth to worry about your taxes!
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

Forget about looksmaxxing, we’re all about money maxxing at PSC CPAs. 🤑If we were a small business who wanted to keep as...
08/31/2026

Forget about looksmaxxing, we’re all about money maxxing at PSC CPAs. 🤑

If we were a small business who wanted to keep as much of their hard-earned money as possible, here’s what we’d do first ↓

1️⃣ Track every single expense. 

Yeah, it’s not groundbreaking advice, we get it...

But when you miss expenses, you miss out on write-offs. And fewer write-offs = higher taxes. Boo!

2️⃣  Be ~critical~ of your spending every month.

We’re not talking about a vague understanding of your total expenses. 

We want you to actually sit down with last month’s P&L and come up with an exact reason for why EVERY expense was necessary.

If you can’t justify an expense, it’s probably time to cut it.

3️⃣ We’d be booking a tax planning meeting with your tax accountant ASAP.

Taxes are one of the biggest expenses of our lifetime. The more you can optimize here, the better!
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

We’ve all heard the story about someone who turned down a raise because they didn’t want to pay more in taxes. That stem...
08/28/2026

We’ve all heard the story about someone who turned down a raise because they didn’t want to pay more in taxes. That stems from misunderstanding how our tax system works!

Moving into a higher tax bracket does NOT mean that all of your money is going to be taxed more.

Just the money that falls into that tax bracket gets hit with the higher rate! 💰
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

When you’re contributing to an individual retirement account (IRA), the type of account you choose affects when you may ...
08/27/2026

When you’re contributing to an individual retirement account (IRA), the type of account you choose affects when you may receive the tax benefit.

Traditional IRAs → if you qualify, your contribution may be fully or partially deductible in the current year.

Roth IRAs → No deduction in the current year, but potential for tax-free withdrawals in the future.

Not sure which one is right for you? ⤵️

We touch on retirement in all of our 1:1 tax planning meetings for PSC CPAs clients.
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

SMALL BUSINESSES: We’re coming to you very earnestly and asking from the bottom of our hearts... pleaaasee quit doing th...
08/26/2026

SMALL BUSINESSES: We’re coming to you very earnestly and asking from the bottom of our hearts... pleaaasee quit doing this! 🙏 

The temptation of saving on self-employment tax is very real. We get that!

But depending on your profit, it might not be the right time now (or ever) to make an S election for your small business.

Can an S election lead to tax savings? Absolutely! 💸

But can it also cost you more?

With the need to run payroll, more admin work, and additional tax filings, absolutely!

At Phelps & San Cristobal CPAs and Advisors, we run your numbers FIRST to make absolutely sure that an S election is right for you (before it becomes an even bigger headache to reverse it).
 
Need help filing? To book your free discovery call with our PSC CPAs and Advisors today, click the link in our bio.

Our DMs are also open anytime for questions, and our agents will be more than happy to assist both you and your corporation in either English or Spanish according to you needs! 📩📪

Address

1455 Lincoln Parkway East Ste 360
Sandy Springs, GA
30346

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14705192070

Website

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