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The Pierson Firm: Better Answers, Better Advice, A Personal Touch to Tax & Accounting
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What's New
Important Dates & Deadlines
Important Dates & Deadlines
Important Dates & Deadlines
It's a critical time for Tax Planning
The One Big Beautiful Bill Act has benefits for many tax payers.
Be sure scheduling a planning consultation is on your holiday check-list. Let us share the many changes and opportunities available.
December 31, 2025: Required minimum distributions (RMD) has to be taken for individuals age 73 or older.
January 15, 2026: 4th Quarter estimated tax payment is due.
February 2, 2026: Employer deadline to send W-2 & 1099 forms.
Fun Facts
Important Dates & Deadlines
Important Dates & Deadlines
Each month this space will include something new, fun or interesting for you to enjoy, ponder and share.
This month, we explore:
Reflection of Gratitude and Giving
The Christmas season, with its tradition of gratitude and giving, offers an important moment to reflect not only on personal blessings but on the extraordinary collective gifts we share in our nation.
We celebrate the fundamental freedoms that allow us to . . .
TPF TIPS Newsletter
Important Dates & Deadlines
TPF TIPS Newsletter
ISSUE-22-OCTOBER 2025-INDIVIDUAL TAX PLANNING PLAYBOOK-CRAFTING A FINANCIAL FUTURE
As we hinted in last month’s issue covering the Business Tax Planning Playbook (check it out here: https://thepiersonfirm.com/tpf-tips) this month’s edition is focused on individuals – because we thoroughly enjoy helping all our clients craft a financial future they can have confidence in.
Planning Matters
Whether you are a business or an individual, planning matters. . .
SERVICE TO OUR COMMUNITY
Our family-owned firm has been serving the community for over 30 years. Our team includes experienced CPAs and dedicated support staff to provide a wide-range of professional services.
CLIENT SERVICES
Planning, Preparation & Representation
- Tax: Personal, Business, International, Charitable, Foundation, Nonprofit
- FBAR: Foreign Bank & Financial Account Filing
- IRS Representation: Let us help!
- Preparation: All 50 States and U.S. Territories
Business Operations
- Bookkeeping & General Ledger: Monthly/Quarterly/Annually
- Payroll & Sales Tax
- Accounting: Quickbooks and a wide array of other systems and platforms
- Financial Statement, Preparation & Presentation
Advisory
- Consulting Services: For Informed Decisions
- Estate & Trust: Future Planning
- Business Registration: Formation, Set up and Review for State & Federal requirements
- Financial Review & Compilation