TAX BOOKKEEPING AND PLANNING ARTICLES
Tax and Accounting Insights
Read practical articles from Jessica Gonzalez, CPA about tax preparation, bookkeeping, year-round planning, retirement tax decisions, and IRS notices. Each article provides general educational information based on the law and guidance available when it was published or last reviewed. Your facts and later developments may change the result.
- Texas-licensed CPA
- English and Spanish
- Educational articles reviewed for date and scope
LATEST ARTICLES
Practical Guidance by Topic
Browse articles about preparing and filing returns, keeping business records current, evaluating tax decisions, and understanding selected IRS updates. Use the publication and review dates to understand the article’s timing. For advice about your situation, begin with a fit call so the firm can determine whether the requested work fits its services and capacity.
BOOKKEEPING
Why Your CPA Should Keep Your Books, Not Just File Your Taxes
Jessica Gonzalez, CPA | Published October 4, 2026
What messy books really cost, why books kept by the CPA who files your return mean fewer surprises, and 11 habits that keep any set of books healthy.
REAL ESTATE AGENTS
How Much Should a Real Estate Agent Set Aside for Taxes?
Jessica Gonzalez, CPA | Published October 5, 2026
How San Antonio real estate agents can figure their own tax set-aside percentage and pay 2026 estimated taxes on time.
REAL ESTATE AGENTS
S Corp for Real Estate Agents: When Does It Pay Off?
Jessica Gonzalez, CPA | Published October 5, 2026
When an S corporation saves a Texas real estate agent money, when it doesn’t, and what salary, payroll, franchise tax, and TREC rules mean for the math.
REAL ESTATE AGENTS
Real Estate Agent Tax Deductions and Records Checklist (2026)
Jessica Gonzalez, CPA | Published October 5, 2026
A checklist of common real estate agent tax deductions, what agents can’t deduct, and the records and 1099 forms to have ready for 2026.
IRS NOTICES
Got an IRS CP2000 Notice? What It Means and How to Respond
Jessica Gonzalez, CPA | Published October 4, 2026
Why the IRS sends a CP2000, your response deadline, how to agree or disagree, and what happens if you don’t reply.
IRS NOTICES
IRS CP14 Notice: What You Owe and Your Options to Resolve It
Jessica Gonzalez, CPA | Published October 4, 2026
What a CP14 balance-due notice means, how penalties and interest add up, payment plan options, and what comes next if unpaid.
IRS NOTICES
IRS CP504 Notice of Intent to Levy: What It Means and What to Do
Jessica Gonzalez, CPA | Published October 4, 2026
What a CP504 notice of intent to levy means, why it isn’t the final notice yet, and your options: payment plans, hardship status, and offers.
TAX PLANNING
Is a Roth Conversion Right for You? A San Antonio CPA Weighs In
Jessica Gonzalez, CPA | Published June 25, 2026 | Updated October 4, 2026
A goals-first checklist for deciding whether a Roth conversion makes sense under 2026 tax rules.
TAX PREPARATION
Is Your Tax Preparer Putting You at Risk? What a 2026 Undercover Study Found
Jessica Gonzalez, CPA | Published June 5, 2026 | Updated October 4, 2026
What a March 2026 mystery-shopping study of paid preparers found, and the IRS checks to run before you hand over your documents.
BOOKKEEPING
5 Signs Your Small Business Needs a Bookkeeper (and What to Do Next)
Jessica Gonzalez, CPA | Published May 23, 2026 | Updated October 4, 2026
Five signs your books need regular help, plus how bookkeepers and CPAs split the work and what to do next.
BUSINESS TAX
What to Gather Before Requesting a Business Tax Quote
Jessica Gonzalez, CPA | Published April 5, 2026 | Updated October 4, 2026
A checklist of the business tax return documents to gather, by entity type, before requesting a fixed-fee quote.
TAX PREPARATION
Owe Taxes or Haven't Filed? What to Do Next
Jessica Gonzalez, CPA | Published March 27, 2026 | Updated October 4, 2026
A step-by-step guide to getting caught up when you owe the IRS or have unfiled tax returns.
TAX UPDATES
No Tax on Tips for the Self-Employed: How the Deduction Works for 2025 and 2026
Jessica Gonzalez, CPA | Published March 12, 2026 | Updated October 4, 2026
How the tip deduction works for self-employed workers, including the net income limit and when a filed 2025 return may need a second look.
TAX PREPARATION
5 DIY Tax Filing Mistakes (and How to Avoid Them in 2026)
Jessica Gonzalez, CPA | Published November 21, 2025 | Updated October 4, 2026
Five common DIY tax filing mistakes, updated for the 2025 and 2026 law changes, and when doing it yourself is fine.
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