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๐Ÿ“Š Tax Preparation | Bookkeeping | Financial Wellness
๐Ÿ“ Notary โ€ข Certified Translations โ€ข Document Assistance
๐Ÿ’ผ Bilingual Support โ€“ English & Spanish
๐Ÿ“… Schedule Your Appointment Today ๐Ÿ‘‡

Preseason tax task: make a list of questions you want answered BEFORE your appointment.People remember questions at 11 P...
10/26/2026

Preseason tax task: make a list of questions you want answered BEFORE your appointment.

People remember questions at 11 PM and forget them when they're sitting in front of the preparer. ๐Ÿ˜‚

Write them down. Bring them.

๐Ÿ ๐Ÿ‘ป ๐——๐—œ๐—ฉ๐—ข๐—ฅ๐—–๐—˜๐—— ๐—ข๐—ฅ ๐—ฆ๐—˜๐—ฃ๐—”๐—ฅ๐—”๐—ง๐—˜๐——? ๐——๐—ข๐—กโ€™๐—ง ๐—”๐—ฆ๐—ฆ๐—จ๐— ๐—˜ ๐—ช๐—›๐—ข ๐—–๐—Ÿ๐—”๐—œ๐— ๐—ฆ ๐—ง๐—›๐—˜ ๐—–๐—›๐—œ๐—Ÿ๐——๐—ฅ๐—˜๐—ก.When parents separate, taxes can become complicated very ...
10/26/2026

๐Ÿ ๐Ÿ‘ป ๐——๐—œ๐—ฉ๐—ข๐—ฅ๐—–๐—˜๐—— ๐—ข๐—ฅ ๐—ฆ๐—˜๐—ฃ๐—”๐—ฅ๐—”๐—ง๐—˜๐——? ๐——๐—ข๐—กโ€™๐—ง ๐—”๐—ฆ๐—ฆ๐—จ๐— ๐—˜ ๐—ช๐—›๐—ข ๐—–๐—Ÿ๐—”๐—œ๐— ๐—ฆ ๐—ง๐—›๐—˜ ๐—–๐—›๐—œ๐—Ÿ๐——๐—ฅ๐—˜๐—ก.

When parents separate, taxes can become complicated very quickly.

Who claims a child is not always determined by who pays certain bills or who claimed the child last year.

Depending on the situation, tax rules may consider factors such as:

๐Ÿ  Where the child lived
๐Ÿ“… Number of nights with each parent
๐Ÿ‘จ๐Ÿ‘ฉ๐Ÿ‘ง Relationship
๐Ÿ’ฐ Support
๐Ÿงพ Custodial-parent rules
๐Ÿ“‘ Certain agreements or releases

Filing status, dependency, Child Tax Credit, Head of Household, and other tax benefits can each have their own requirements.

Before filing, make sure the facts support the position being taken.

๐Ÿ’ฐ๐Ÿ‘ป ๐—” ๐—•๐—œ๐—š ๐—ฅ๐—˜๐—™๐—จ๐—ก๐—— ๐—œ๐—ฆ ๐—ข๐—ก๐—Ÿ๐—ฌ ๐—š๐—ข๐—ข๐—— ๐—œ๐—™ ๐—ง๐—›๐—˜ ๐—ฅ๐—˜๐—ง๐—จ๐—ฅ๐—ก ๐—œ๐—ฆ ๐—”๐—–๐—–๐—จ๐—ฅ๐—”๐—ง๐—˜.A huge refund might sound excitingโ€ฆBut a refund created from inco...
10/26/2026

๐Ÿ’ฐ๐Ÿ‘ป ๐—” ๐—•๐—œ๐—š ๐—ฅ๐—˜๐—™๐—จ๐—ก๐—— ๐—œ๐—ฆ ๐—ข๐—ก๐—Ÿ๐—ฌ ๐—š๐—ข๐—ข๐—— ๐—œ๐—™ ๐—ง๐—›๐—˜ ๐—ฅ๐—˜๐—ง๐—จ๐—ฅ๐—ก ๐—œ๐—ฆ ๐—”๐—–๐—–๐—จ๐—ฅ๐—”๐—ง๐—˜.

A huge refund might sound excitingโ€ฆ

But a refund created from incorrect income, unsupported deductions, or credits you do not qualify for can become a very expensive nightmare later.

Accuracy should always come before refund size.

Before filing:

๐Ÿ“„ Report all required income
๐Ÿงพ Support legitimate deductions
๐Ÿ‘จ๐Ÿ‘ฉ๐Ÿ‘ง Verify dependent eligibility
๐Ÿ’ณ Review credit qualifications
๐Ÿ”Ž Double-check the return

Your goal should not be:

โ€œHow big can we make my refund?โ€

It should be:

โ€œIs my tax return complete and accurate?โ€

That question can save you a lot of trouble later. ๐ŸŽƒ

๐Ÿ’๐ŸŽƒ ๐—ก๐—˜๐—ช๐—Ÿ๐—ฌ ๐— ๐—”๐—ฅ๐—ฅ๐—œ๐—˜๐——? ๐—ฌ๐—ข๐—จ๐—ฅ ๐—ง๐—”๐—ซ ๐—ฅ๐—˜๐—ง๐—จ๐—ฅ๐—ก ๐— ๐—”๐—ฌ ๐—Ÿ๐—ข๐—ข๐—ž ๐——๐—œ๐—™๐—™๐—˜๐—ฅ๐—˜๐—ก๐—ง ๐—ง๐—›๐—œ๐—ฆ ๐—ฌ๐—˜๐—”๐—ฅ!Getting married can change more than your last name.Your ...
10/25/2026

๐Ÿ’๐ŸŽƒ ๐—ก๐—˜๐—ช๐—Ÿ๐—ฌ ๐— ๐—”๐—ฅ๐—ฅ๐—œ๐—˜๐——? ๐—ฌ๐—ข๐—จ๐—ฅ ๐—ง๐—”๐—ซ ๐—ฅ๐—˜๐—ง๐—จ๐—ฅ๐—ก ๐— ๐—”๐—ฌ ๐—Ÿ๐—ข๐—ข๐—ž ๐——๐—œ๐—™๐—™๐—˜๐—ฅ๐—˜๐—ก๐—ง ๐—ง๐—›๐—œ๐—ฆ ๐—ฌ๐—˜๐—”๐—ฅ!

Getting married can change more than your last name.

Your marital status at the end of the year generally affects your filing status for that tax year.

That means marriage may impact:

๐Ÿ’ Filing status
๐Ÿ’ฐ Tax brackets
๐Ÿ‘จ๐Ÿ‘ฉ๐Ÿ‘ง Certain credits
๐Ÿงพ Deductions
๐Ÿ’ผ Withholding
๐Ÿ“Š Your overall tax picture

If you got married this year, donโ€™t wait until filing season to think about taxes.

It may also be a good time to review your W-4s and make sure your withholding still makes sense as a household.

New chapter. New tax picture. โœจ

๐Ÿ‘€๐ŸŽƒ โ€œB๐—จ๐—ง ๐—ง๐—›๐—˜ ๐—–๐—Ÿ๐—œ๐—˜๐—ก๐—ง ๐—ฆ๐—”๐—œ๐——โ€ฆโ€ ๐—œ๐—ฆ๐—กโ€™๐—ง ๐—”๐—Ÿ๐—ช๐—”๐—ฌ๐—ฆ ๐—ง๐—›๐—˜ ๐—˜๐—ก๐—— ๐—ข๐—™ ๐—ง๐—›๐—˜ ๐—–๐—ข๐—ก๐—ฉ๐—˜๐—ฅ๐—ฆ๐—”๐—ง๐—œ๐—ข๐—ก.Preparing taxes requires more than simply typing info...
10/25/2026

๐Ÿ‘€๐ŸŽƒ โ€œB๐—จ๐—ง ๐—ง๐—›๐—˜ ๐—–๐—Ÿ๐—œ๐—˜๐—ก๐—ง ๐—ฆ๐—”๐—œ๐——โ€ฆโ€ ๐—œ๐—ฆ๐—กโ€™๐—ง ๐—”๐—Ÿ๐—ช๐—”๐—ฌ๐—ฆ ๐—ง๐—›๐—˜ ๐—˜๐—ก๐—— ๐—ข๐—™ ๐—ง๐—›๐—˜ ๐—–๐—ข๐—ก๐—ฉ๐—˜๐—ฅ๐—ฆ๐—”๐—ง๐—œ๐—ข๐—ก.

Preparing taxes requires more than simply typing information into software.

When something appears incomplete, inconsistent, or questionable, additional questions may be necessary.

A tax professional may need to:

โœ… Ask
โœ… Review
โœ… Verify
โœ… Document

This is especially important when dealing with certain tax credits, filing statuses, dependents, and business activity.

Clients should never feel offended when their preparer asks for clarification or documentation.

Those questions help protect the accuracy of the return โ€” and everyone involved. ๐Ÿงพ

Today's referral ask: one FAMILY.If you know a working family that has been saying they want a new tax professional this...
10/24/2026

Today's referral ask: one FAMILY.

If you know a working family that has been saying they want a new tax professional this year, send them Arias Financial Services.

No mass tagging needed.

One relevant introduction is enough.

Bookkeeping reminder: the business owner should be able to distinguish business performance from personal cash needs.Mix...
10/24/2026

Bookkeeping reminder: the business owner should be able to distinguish business performance from personal cash needs.

Mixing everything together makes both harder to see.

Need help getting organized? Message ๐—•๐—ข๐—ข๐—ž๐—ž๐—˜๐—˜๐—ฃ๐—œ๐—ก๐—š.

Business owners: make sure your books distinguish transfers between your own accounts from actual income or expenses.Mov...
10/24/2026

Business owners: make sure your books distinguish transfers between your own accounts from actual income or expenses.

Moving money from one pocket to another does not necessarily create a new business transaction.

Reconciliation matters.

Saturday reminder: not every person who sees my content is ready to become a client TODAY.That's okay.Some are learning ...
10/24/2026

Saturday reminder: not every person who sees my content is ready to become a client TODAY.

That's okay.

Some are learning my name. Some are watching how I work. Some are deciding whether my approach fits them.

Good marketing gives people time to know what you stand for.

๐ŸŽƒ ๐—ง๐—”๐—ซ ๐—ง๐—ฅ๐—œ๐—–๐—ž ๐—ข๐—ฅ ๐—ง๐—ฅ๐—˜๐—”๐—ง: ๐—™๐—”๐—ž๐—˜ ๐—•๐—จ๐—ฆ๐—œ๐—ก๐—˜๐—ฆ๐—ฆ = ๐—ฅ๐—˜๐—”๐—Ÿ ๐—ฃ๐—ฅ๐—ข๐—•๐—Ÿ๐—˜๐— ๐—ฆA Schedule C should reflect a ๐—ฟ๐—ฒ๐—ฎ๐—น ๐˜๐—ฟ๐—ฎ๐—ฑ๐—ฒ ๐—ผ๐—ฟ ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐˜„๐—ถ๐˜๐—ต ๐—ฎ๐—ฐ๐˜๐˜‚๐—ฎ๐—น ๐—ฎ๐—ฐ๐˜๐—ถ...
10/24/2026

๐ŸŽƒ ๐—ง๐—”๐—ซ ๐—ง๐—ฅ๐—œ๐—–๐—ž ๐—ข๐—ฅ ๐—ง๐—ฅ๐—˜๐—”๐—ง: ๐—™๐—”๐—ž๐—˜ ๐—•๐—จ๐—ฆ๐—œ๐—ก๐—˜๐—ฆ๐—ฆ = ๐—ฅ๐—˜๐—”๐—Ÿ ๐—ฃ๐—ฅ๐—ข๐—•๐—Ÿ๐—˜๐— ๐—ฆ

A Schedule C should reflect a ๐—ฟ๐—ฒ๐—ฎ๐—น ๐˜๐—ฟ๐—ฎ๐—ฑ๐—ฒ ๐—ผ๐—ฟ ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐˜„๐—ถ๐˜๐—ต ๐—ฎ๐—ฐ๐˜๐˜‚๐—ฎ๐—น ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ถ๐˜๐˜†.

You should never invent a business just to create deductions, losses, or reduce taxable income.

A legitimate business generally has things like:

๐Ÿ’ผ Actual products or services
๐Ÿ’ฐ Real income
๐Ÿงพ Ordinary and necessary business expenses
๐Ÿ“‘ Records and receipts
๐Ÿฆ Financial activity
๐Ÿ‘ฅ Customers or clients

Creating business activity that didnโ€™t actually happen can lead to denied deductions, penalties, interest, and potentially much bigger issues.

Tax planning is smart.

Making up numbers is not. ๐Ÿ‘€

๐—ฅ๐—ฒ๐—ฎ๐—น ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€. ๐—ฅ๐—ฒ๐—ฎ๐—น ๐—ฟ๐—ฒ๐—ฐ๐—ผ๐—ฟ๐—ฑ๐˜€. ๐—ฅ๐—ฒ๐—ฎ๐—น ๐—ฟ๐—ฒ๐˜€๐˜‚๐—น๐˜๐˜€.

Address

East Lyme, CT

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm

Telephone

+18608576896

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