Client Planning Zoom Meetings

Topic: CPG Tax/Accounting – Planning Zoom Meetings – How to be Ready

Meeting PDF Handout

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Zoom Meeting Contents/内容：

Meeting agenda: How to be Audit Ready in preparing tax filing information

  1. Review timelines to stay on time – https://cindiellc.com/tax-filing-dates/
  2. Follow the CINDIE’s checklist (Video available)  for completeness – https://cindiellc.com/form/ 
  3. Record your facts to retain the numbers, dates, events  etc – https://cindiellc.com/blog/
  4. IRS Audit Status and Case Study  国税局审计现状和案例分析

会议议程：如何在准备报税信息时做好审计准备

  1.  查看这些时间表以保持准时 – https://cindiellc.com/tax-filing-dates/
  2.  仔细查看 CINDIE 的问询表 – https://cindiellc.com/form/
  3.  记录税务事实以保留 数字、日期、事件等 – https://cindiellc.com/blog/ 
  4.  国税局审计现状和案例分析

Business and Individual tax saving ideas:

  1. Year-End Tax Planning Ideas 个人年终税务规划
  2. Back-door Roth IRA / 走后门Roth退休账户
  3. Business Year-End Tax Planning Ideas Business 公司年终税务规划
  4. State Pass-through Business (PTE) Tax Savings  所得税为有公司的人节省联邦税 etc

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CPG Notice: Important Upcoming 2026 Tax Deadlines & Planning Reminders

Happy New Year! Please take note of the following important upcoming tax deadlines related to your 2025 tax year, occurring within the next few weeks:

  • January 15, 2026: The4th quarter estimated income tax payment for tax year 2025 is due for individuals.
    If your final 2025 income and tax figures are not yet available, you may generally use your 2024 total tax liability as a reference point, subject to safe-harbor rules.
    · January 31, 2026: Deadline to issue and file Forms 1099-NEC, 1099-MISC, 1099-INT, and 1099-DIV for 2025 payments made to vendors and payees.
    Please let us know by January 15, 2026 if you would like our assistance with preparation and filing. Fee $55+$20/Form (zelle pay to CPGpay )
    · Early February 2026: Begin organizing your 2025 tax documents, including Forms W-2, 1099, 1098, and other relevant records, and schedule a document drop-off or meeting with our office.
    · Compliance: Business owners should ensure that State annual report filings and BOI filings are completed. If you would like our assistance, please let us know by January 20, 2026. The fee is $175 per filing (payable via Zelle to “CPGpay”).
    · Client Hours: As we did every year, there will be presentation and Q&A Meetings for clients 40 minus each: January 16, 8:00 PM EST and January 23, 12;00PM NOON. Meeting details will be posted on https://cindiellc.com/event/

In addition, this is a good time to begin tax planning for 2026, including reviewing your budget, adjusting tax withholdings or estimated payments, and evaluating investment and retirement strategies.

Best regards,

Cindy Yu, CPA, CFP®, MBA, MS
Managing Partner
Cindie Professional Group (CPG)

新年快乐！请注意以下与您的 2025 税务年度相关的即将到来的重要税务截止日期，这些日期将在未来几周内到来：

  1. 2026年 1 月 15 日：个人纳税人需缴纳 2025 税务年度第四季度预估所得税。如果您的 2025 年最终收入和税款数据尚未确定，您通常可以使用 2024 年的总税负作为参考，但需遵守安全港规则。
  2. 2026年 1 月 31 日：向供应商和收款人发放并提交 2025 年付款的 1099-NEC、1099-MISC、1099-INT 和 1099-DIV 表格的截止日期。如果您需要我们协助准备和提交这些表格，请在 2026 年 1 月 15 日之前告知我们。费用为 55 美元 + 20 美元/表格（通过 Zelle 付款至 CPGpay）。
  3. 2026年2 月初：开始整理您的 2025 年税务文件，包括 W-2、1099、1098 表格和其他相关记录，并安排文件递交或与我们办公室会面。
  4. 年检：企业主应确保完成州年度报告申报和BOI 申报。如果您需要我们的帮助，请在 2026 年 1 月 20 日之前告知我们。费用为每次申报 175 美元（可通过 Zelle 付款至“CPGpay”）。
  5. “客户时间”：为客户举办的演示和问答会议，每次 40 分钟：1 月 16 日晚上 8:00（美国东部时间）和 1 月 23 日中午 12:00。会议详情将发布在 https://cindiellc.com/event/。此外，现在也是开始进行 2026 年税务规划的好时机，包括审查您的预算、调整预扣税或预估税款，以及评估投资和退休策略。

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