Trusted Advisory Financial Solutions

You can be in any state!

As an HR professional, I can tell you…
More people than ever are scrambling right now. Nervous. Unnerved. Quarter 4 has a way of doing that.

You don’t know if a layoff is coming. You don’t know what tomorrow’s email will bring.

But over here at Trusted Advisory Financial Solutions, we’re focused on something different — solutions.

This quarter, we’re focusing on rolling Christmas + holiday post-tax loans for our clients.

I can’t guarantee you’re a fit for what we do… but I highly recommend getting in front of us to find out.

Let’s take a little of that edge off your weekend and your holiday planning.

Comment “change” and we will arrange a conversation.

TAX RELIEF ALERT FOR HOURLY & TIPPED WORKERS!

"Temporary Deduction for Qualified Tipped Wages and Overtime Premium Compensation" is Section 204 of the One Big Beautiful Bill Act

What It Means:

If you earn tips or overtime pay, you can now deduct part of that income from your federal taxes.

Effective retroactively from January 1, 2025 through 2028

This change could mean substantial tax savings for tipped workers + hourly employees.

Employers need to check your pay structure and be sure you are tracking tips and overtime properly for your employees to help them claim this deduction.

🚨 Real talk:

Are you a professional procrastinator when it comes to taxes? 😅
Still haven’t filed your 2019, 2020, 2021 (and beyond) tax returns?

You’re not alone; and more importantly, you’re not out of options. 🙌🏾

At Trusted Advisory Financial Solutions, we’re still accepting clients and still filing tax returns, even though tax season has officially wrapped.

Whether you owe the IRS or are due a long-lost refund 💰, we’re here to get you caught up and back on track—judgment-free.

✅ Late filings
✅ Unfiled returns (2019–2023)
✅ Refund recovery
✅ IRS help

📅 The calendar may say “post-tax season,” but our work is far from over.

📞 Reach out today—let us know how we can help you! (214)929-5386 www.trustedadvisory.org

Tax Tip!!

Consider itemizing deductions if it makes sense for you!

Many taxpayers choose to take the standard deduction when filing their tax returns but, depending on your situation, it might make sense for you to itemize deductions.

Generally speaking, taxpayers usually go with the deduction method that provides the greatest subtraction to their taxable income.

www.trustedadvisory.org

Weekend Wrap-Up & Tax Prep Mode On!

Hope everyone had a great weekend! Whether you spent it relaxing, catching up on errands, or just enjoying some much-needed downtime, Monday is rolling in fast. And you know what that means—it’s time to get serious about those taxes!

If you haven’t started yet, now’s the perfect time to gather your documents, double-check deductions, and make sure you’re on track before the deadlines sneak up. A little prep now saves a lot of stress later!

Let’s tackle the week ahead with focus and get those taxes sorted. Who’s with me?

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📢 Finish the Week Strong! 📢

It’s Friday, but tax season doesn’t take weekends off! 💼✨ Take a moment to get your taxes in order before you unwind.

✅ Secure & accurate filing
✅ Maximize your refund
✅ Expert support every step of the way

Why wait until the last minute? Get ahead now and enjoy your weekend stress-free! ☕📊

https://lnk.bio/trustedadvisory

Trusted Advisory Financial Solutions Trusted Advisory Financial Solutions

🌅 File and smile! 🌅

Start your day right by getting ahead on your taxes! ☕💼 The sooner you file, the sooner you can secure your refund.

✅ Fast & accurate tax filing
✅ Maximize deductions & credits
✅ Stress-free process with expert support

Don’t wait—get it done today! Contact us now. 📞📍

https://lnk.bio/trustedadvisory

Trusted Advisory Financial Solutions Trusted Advisory Financial Solutions