Bridge Books, LLC

📢 Business Tax Returns for S-Corps and Partnerships
are due Monday, March 16th 📢

Miss the filing or extending deadline and penalties can start to accrue!!

Parents — this is your reminder 👇

You may qualify for:
• Child Tax Credit
• Dependent Care Credit
• Education credits
• 529 strategy planning

These can make a major difference in your refund.

Reach out if you have questions about any of these credits!!

W2 employees — just because your employer withholds taxes doesn’t mean everything is optimized.

Have you reviewed:
• Retirement contributions?
• HSA eligibility?
• Child tax credits?
• Education credits?

Tax planning isn’t just for business owners.

If you want a quick review before filing, message me REVIEW.

🔔 You have until the tax filing deadline of April 15, 2026, to make contributions to Traditional IRAs, Roth IRAs, and Health Savings Accounts (HSAs) that count toward the 2025 tax year. This allows you to reduce your 2025 taxable income even after the calendar year has ended, though for HSAs, you must have been covered by a High Deductible Health Plan (HDHP) in 2025. 🔔

Key details for 2025 contributions:
💰IRA Contribution Deadline: April 15, 2026.
IRA Limits: $7,000 for under 50, $8,000 for 50 or older.
💰HSA Contribution Deadline: April 15, 2026.
Important Note: You must explicitly designate the contribution for the 2025 tax year with your financial institution.

Unlike other tax-saving actions that must occur by December 31, these accounts offer a grace period until April of the following year to finalize your contributions for tax reduction.

Reach out if you need any guidance or assistance maximizing your tax return!

❌ Mistake #5: Falling Behind on Bookkeeping

What this looks like:

- “I’ll catch up later”

- Months of missing data

- Panic before tax time

Why it’s a problem:

- Errors compound over time

- Cleanup costs more later

- You’re flying blind financially

✅ What to do instead:

- Schedule weekly or monthly bookkeeping

- Automate where possible

- Outsource for consistency



can do this all for you so you aren't making the mistake!!!