Taxes by Daisy

Name: Taxes by Daisy
Address: 2431 Aloma Avenue/#100, Winter Park, FL, 32792, US
Telephone: +14072581302
Price range: $

Tax Strategist • IRS Tax Practioner • I help small businesses stay compliant, grow and maximize profits! Contact me for a free consultation @ 407-960-3652.

06/24/2026

Turning 65 soon? This is one milestone you do not want to figure out last minute. 👀

Medicare enrollment can feel simple from the outside, but the right next step depends on your timing, current coverage, employment status, HSA contributions, and whether you need to actively enroll.

Missing a deadline or misunderstanding how your current coverage works with Medicare could lead to late enrollment penalties, coverage gaps, or unnecessary stress.

Swipe through for a few key Medicare considerations to keep in mind before you turn 65.

Have questions about what to review next? Reach out to our team today — we would be glad to help you understand the important details and point you in the right direction.

📞 407.960.3652
💻 www.CohnLopez.com

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06/22/2026

🚨 Thinking about upgrading your equipment or investing in new technology for your business?

Before you swipe the card, let’s talk strategy. 💼✨

Business purchases can do more than help your company operate more efficiently — they may also create valuable tax advantages when planned properly.

From equipment and software to technology upgrades and business tools, timing and documentation matter. The right purchase at the right time can make a difference when it comes to your overall tax strategy.

Swipe through for a quick breakdown of what business owners should know before making major purchases. 👉

Every business is different, and we’re here to help you understand your options, plan ahead, and make informed decisions with confidence.

Ready to talk strategy? Give us a call today.

📞407.960.3652
💻www.CohnLopez.com

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06/18/2026

Charitable giving can be more than generous — it can also be strategic. ✨

With IRS updates and new tax law changes taking effect in 2026, now may be a good time to revisit how you give, especially if you are looking for ways to support causes you care about while also being mindful of your taxable income.

Swipe through for a quick breakdown of what to know about Qualified Charitable Distributions and why they may be worth discussing as part of your 2026 tax strategy.

If charitable giving is on your radar this year, let’s make sure you are set up to do it as effectively as possible. Give our team a call, and we can walk through your options together.

📞 407.960.3652
💻 www.CohnLopez.com

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06/16/2026

Accounting support is not just a “nice to have” — it can completely change how a business operates. 📊

When your books are accurate, your reports are current, and your financial systems are organized, it becomes much easier to make confident decisions, avoid costly mistakes, and focus on growth.

Outsourced accounting can give your business access to professional support, improved accuracy, better financial visibility, and more time to focus on what you do best.

Swipe through to see why strategic accounting support can give your business a real competitive edge. 👀

Ready to see what outsourced accounting could do for your business? Give us a call today — we would be glad to talk through your needs and help you get started.

📞 407.960.3652
💻 www.CohnLopez.com

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06/14/2026

The American flag has a backstory — and some of it might actually surprise you 🤯

✨ Every June 14th, we celebrate Flag Day and the Stars and Stripes, but most of us do not know the full history behind one of the most recognized symbols in the country. ✨

Here are a few flag facts worth knowing:
→ The current 50-star design was created by a 17-year-old
Robert G. Heft submitted it as a high school project in 1958. A few years later, President Eisenhower selected it from more than 3,000 submissions.

→ The U.S. flag has had 27 official versions
Most changes happened as new states joined the Union, making the flag a visual timeline of the country’s growth.

→ The colors have taken on meaning over time
Red is often associated with hardiness and valor, white with purity and innocence, and blue with vigilance, perseverance, and justice.

→ Six American flags were planted on the moon
Neil Armstrong and Buzz Aldrin were the first during Apollo 11, with five more Apollo missions leaving flags behind.

→ Today’s flag is the longest-running design in history
Since Hawaii became the 50th state in 1959, the current design has remained unchanged.

So today, we honor more than just a flag — we honor the history, growth, and meaning behind it.

Happy Flag Day!

📞 407.960.3652
💻 www.CohnLopez.com

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06/12/2026

Medical bills adding up this year? 🧾

Some out-of-pocket medical costs may qualify as tax-deductible expenses — but not every health-related cost automatically counts.

Therapy for diagnosed conditions, transportation to medical appointments, certain treatment programs, and prescribed medical programs may qualify depending on the situation, documentation, and whether you itemize deductions.

Swipe through for a few medical costs that may be deductible and the important rules to keep in mind. 👀

Have questions about which deductions may apply to your tax situation? Give us a call today — we are here to help you review the details.

📞 407.960.3652
💻 www.CohnLopez.com

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06/10/2026

🚨 FAFSA Deadline Reminder: June 30th is coming up fast!

For students and parents, the Free Application for Federal Student Aid helps determine eligibility for federal grants, student loans, work-study programs, and certain state or school-based aid.

Missing this deadline can have real financial consequences, so this is your reminder to get it done before it’s too late. 🎓✨

Here’s a quick checklist before you submit:

✅ Create or confirm FSA IDs for each required contributor
✅ Gather prior-year tax information and any required financial details
✅ Add the colleges you want your FAFSA information sent to
✅ Review your FAFSA Submission Summary carefully
✅ Sign and submit before the deadline

College planning comes with a lot of moving pieces, and the financial side matters. Whether you’re preparing for school, organizing tax documents, or planning for the next big milestone, our team is here to help you make informed decisions with confidence.

📲 Have questions? Contact our office today.

📞 407.960.3652
💻 www.CohnLopez.com

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06/08/2026

Your life insurance policy might not fit your life anymore — and that’s okay. 👀

Sometimes premiums become too expensive, financial priorities shift, or the coverage you once needed no longer makes sense. That’s where a life settlement may come in.

A life settlement allows you to sell an existing life insurance policy to a third party in exchange for a lump-sum payment. 💸 For some policyholders, this can be a strategic option instead of simply letting the policy lapse or surrendering it.

Swipe through for a simple breakdown of how life settlements work and what types of policies may qualify. ↩️

Not every policy is eligible, and this option is not right for everyone — but it may be worth exploring if your current policy no longer aligns with your goals.

Have questions? Our team can help you review your situation and understand your options.

📞 407.960.3652
💻 www.CohnLopez.com

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06/05/2026

Payroll mistakes are not just “oops” moments… they can get expensive fast 👀💸

One missed detail can turn into:
→ incorrect paychecks
→ tax notices
→ penalties + interest
→ messy records
→ stressed employees

And let’s be real — business owners already have enough on their plates.

Swipe through for a quick breakdown of common payroll pitfalls to avoid so your business can stay organized, compliant, and protected. ↩️

Need help making sure payroll is being handled the right way? That’s what we’re here for.

📞 407.960.3652
💻 www.CohnLopez.com

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06/03/2026

Tax season feels far away… until your withholding, side income, or life changes say otherwise. 😅

✨Welcome to Part 2 of our Mid-Year Check-In Series: Individuals & Families ✨

Tax planning is not just for business owners. A mid-year check-in can help you review where you stand before filing season sneaks up.

This is a great time to look at your withholding, life changes, side income, tax records, HSA contributions, and retirement contributions while there’s still time to make adjustments.

Because waiting until tax season to figure everything out usually means fewer options, more guessing, and way more stress.

Swipe through for a few reminders that can help you stay organized, avoid surprises, and feel more prepared.

This wraps up our mid-year check-in series, but planning ahead is something we encourage all year long.

Need help reviewing where you stand? We’re here to help.

📞 407.960.3652
💻 www.CohnLopez.com

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Address

2431 Aloma Avenue/#100
Winter Park, FL
32792

Telephone

+14072581302

Website

http://www.CohnLopez.com/, https://linktr.ee/Taxesbydaisy

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