February 19, 2026

IRS 2026 Refund Changes: Why Paper Checks May Be Delayed Without Direct Deposit

If you’re expecting a 2026 tax refund and typically receive a paper check, there is an important procedural change to understand. Under guidance tied to Executive […]
January 20, 2025

Agate CPA January Newsletter: Tax Season Incoming, IRS IP Pin, & Maximizing Retirement Contributions

We’re knowledgeable & friendly professionals excited about helping you grow & preserve your wealth. Tax Season Is Here: Time to Login to the Portal We’re here […]
November 25, 2024

Agate CPA November Newsletter: 1099’s, 401k Automatic Enrollment, Preparing For 2025, & More!

We’re knowledgeable & friendly professionals excited about helping you grow & preserve your wealth. 1099s Due January 2025 What’s a 1099? Why Do I Care? IRS […]
October 18, 2024

Agate CPA October Newsletter: IRS Relief, Accounting Services, Year-End Tax Ideas

We’re knowledgeable & friendly professionals excited about helping you grow & preserve your wealth. IRS Announces Disaster Tax Relief for Victims of Hurricane Helene & Milton […]
October 6, 2024

Agate CPA September Newsletter: Social Security Breach, ERC Disclosure, Year-End Tax Ideas

We’re knowledgeable & friendly professionals excited about helping you grow & preserve your wealth. Social Security Breach – How to Protect Yourself In a recent cyberattack, […]