Tax season has a way of sneaking up, and it’s easy to put it off until the deadline gets closer. But getting an early start can make the entire process easier and less stressful.
Filing early can give you more control and fewer surprises this tax season. Here are a few reasons why starting your tax prep sooner rather than later can pay off:
Read MoreNaming beneficiaries is one of the simplest ways to make sure your assets go where you intend. Clear designations on your financial accounts help ensure your wishes are followed and spare loved ones from long, complicated legal processes.
Read MoreWhat are your goals for 2026? Now is a great time to take a look at your financial picture. A quick 15-minute review can help you see what’s on track, what needs attention and where small adjustments might be needed.
Here’s how you can give yourself a brief financial audit to start the year strong:
Read MoreNew Year’s resolutions often fade as quickly as they’re made. Usually, the issue is that resolutions are hard to stick to; they are either too big or too easy to ignore.
If improving your financial planning is on your to-do list in 2026, try these more attainable resolutions. These financial goals are easy to implement. They can help you build momentum — and real results — throughout the year.
Read MoreAs 2025 comes to a close, many economic trends have reminded us of key financial fundamentals. From inflation’s lasting effects to rising health care costs, this year underscored the importance of thoughtful planning and steady decision-making.
Here are some of the biggest financial takeaways from 2025 to keep in mind as you plan for the year ahead:
Read MoreIn the early stages of running a business, once-a-year tax preparation may be sufficient. But as your business matures, your financial picture becomes more layered-often in ways traditional tax prep is not equipped to handle.
At Palm Beach Accounting and Financial Services, we often meet entrepreneurs who believe their taxes are "taken care of" simply because they've been filed on time. But filing is not the same as optimizing.
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