Professional Tax Service

☀️🩵 Hello June! 🩵☀️

School’s out, the sun is shining, and summer fun is officially here! 😎🌴

Whether you're traveling, making memories with family, or simply enjoying a little extra sunshine, we hope this month brings laughter, relaxation, and plenty of reasons to smile.

Business owners: Don't forget to track your summer travel, mileage, lodging, meals, and business related expenses. That summer trip could create valuable tax deductions when properly documented. 🧾✈️

Here's to longer days, good vibes, smart planning, and an unforgettable summer ahead! ☀️🩵

🩵☀️🌴✈️

Today, our Class of 2026 Graduate Scholarship Recipient received a $500 contribution toward a 529 Education Investment Plan!💸🍀🎓

"But what exactly is a 529 Plan?" 🤔

A 529 Plan is a powerful education savings and investment account designed to help families prepare for future educational expenses.

Here's how it works:

✔️ Contribute whenever you'd like, there's no requirement to make regular deposits.

✔️ Your money is invested and has the opportunity to grow over time.

✔️ Earnings grow tax-free, and withdrawals are generally TAX-FREE when used for qualified education expenses.

📚 What Can a 529 Plan Be Used For?

A 529 Plan can help cover:

• College Tuition
• Trade & Vocational Schools
• Graduate School
• Books & Supplies
• Computers & Technology Expenses
• Room & Board (for eligible students)

🌟 Benefits of a 529 Plan

✅ Tax-free growth for qualified education expenses

✅ The account owner maintains control of the funds

✅ Family members, friends, and grandparents can contribute

✅ Funds may be transferred to another eligible family member if unused

🔄 Added Flexibility

Recent federal law changes now allow certain unused 529 funds to be rolled into the beneficiary's Roth IRA, subject to eligibility requirements and lifetime limits. This provides additional flexibility if plans change, scholarships are awarded, or a student chooses a different path.

💡 How Much Should You Start With?

The answer is simple: Start where you can.

$250
$500
$1,000

The most important step is getting started. Small contributions today can become meaningful opportunities tomorrow.

At Professional Tax Service, we believe education is one of the greatest investments you can make.

Congratulations again to our 2026 scholarship recipient, and here's to investing in the next generation of leaders, professionals, entrepreneurs, and difference makers! 🎓

😆🍀CRAZY CLOVER EXCITEMENT!!!!

With eager anticipation, we are getting closer and closer to announcing our 2026 Graduate Giveaway Winner! 🎁

We see the tags. 👀
We see the shares. 👀
We see the love being shown to our graduates. ❤️

The energy is building, and the suspense is REAL! One lucky graduate will soon be receiving a special gift from the CEO of Professional Tax Service. 🍀🇺🇸

Stay close... stay ready... and keep those notifications on because the winner could be announced at ANY given moment! 🔥🎓🔥