Smart Financial Moves by Funds To Function

At Funds To Function, we believe tax planning shouldn’t start in April — it should be a year-round strategy to keep your finances in check, reduce stress, and unlock savings. Whether you’re a small business, nonprofit, or entrepreneur, these tips will help you stay compliant and confident.

✅ 1. Track Income & Expenses Monthly

Stay in control by monitoring your finances each month. Use accounting software or simple spreadsheets to categorize income, expenses, and deductions.

Pro Tip: Accurate tracking helps you find more deductions, and avoid surprises.

✅ 2. Adjust Your Withholding if Life Changes

Had a baby? Switched jobs? Got married? Use the IRS Withholding Estimator to ensure you’re not overpaying or underpaying taxes.

Funds To Function Insight: Adjust early to prevent large tax bills or missed refunds.

✅ 3. Make Estimated Tax Payments (If Required)

If you’re self-employed or earn income without withholding, make quarterly tax payments. It prevents penalties and builds better cash flow habits.

We Help: Our bookkeeping clients never miss deadlines , we set reminders and help calculate amounts.

✅ 4. Max Out Retirement Contributions

401(k), IRA, SEP — whatever your plan, contribute consistently. Not only does it secure your future, but it can also lower your taxable income today.

Growth Tip: Ask us about tax-saving retirement strategies tailored to your business structure.

✅ 5. Stay Organized with a Digital Tax Folder

Create a folder (cloud or desktop) to store:W-2s / 1099s

Charitable donation receipts

Mortgage and bank statements

Business invoices & deductions

Bonus: This also helps in case of an audit.

✅ 6. Consult a Pro (That’s Us!)

You don’t have to wait for tax season to talk to a professional. Funds To Function offers year-round advisory so you can make smart financial decisions in real time.

💼 Ready to Stress Less About Taxes?

Let Funds to Function take the pressure off. From proactive planning to compliant filings — we handle it all.

📩 Book Your FREE Consultation 👉 https://calendly.com/fundstofunction-info/15min

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