KDM Accounting Services
Tax and business resources
Find the deadline, recordkeeping rule or planning guide you need. For business-specific examples, browse the article library.
Dates, rates and records
2026 tax deadlines for owners and employers
A calendar for common federal filing and payment dates. Fiscal-year entities, disaster relief, special elections and individual circumstances can change a deadline.
2026 federal tax rates and key limits
Use the tax year—not the year you file—to choose the correct figures. These 2026 amounts generally apply to returns filed in 2027.
How long to keep tax and business records
Keep records long enough to support the return, prove asset basis and satisfy employment, legal and contractual requirements. There is no single retention period for every document.
Quick answers to common tax questions
Start here for practical next steps, then use the linked guide for the details.
Plan your next decision
Financial decisions across the business lifecycle
Use your stage of business to choose the next financial task. Keep decisions connected to cash, records and the obligations they create.
Tax planning checklist for business owners
A useful tax plan compares eligible options with their cost, documentation and effect on cash flow.
Tax planning for individuals and families
Review withholding, retirement contributions, investments and major life changes together rather than choosing a deduction in isolation.
Tax checklist for major life changes
A change in family, work, housing or retirement can affect filing status, payments and records. Use this checklist to prepare for a planning discussion.
Tax considerations for investments
KDM provides tax support, not investment management. Coordinate tax decisions with your financial adviser and consider risk, liquidity and investment goals.
Which businesses should consider S-Corp taxation?
Industry is a starting point, not an eligibility test or a promise of savings. Model the choice using the owner’s work, expected profit and total compliance cost.
Official tools and references
Official tax and retirement calculators
Use calculators to estimate a result, then check the assumptions before making a decision.
Track your federal tax refund
Use the official IRS refund-status tool for the current status of your return. Processing estimates are not promises.
Florida and multistate tax resources
Florida has no individual income tax. Business activity and income connected to other states can still create filing obligations.
IRS guides for common tax questions
Start with the official guidance for your topic and tax year. Publication summaries are educational; the details and exceptions matter.
Official tax and business links
Direct links for federal tax, Florida business filings and common financial-administration tasks.
Stay organized
Share tax documents securely
Use the firm’s approved client portal for tax records containing Social Security numbers, account details or financial statements.
KDM tax and bookkeeping updates
Practical articles for business owners, including filing reminders, recordkeeping and planning topics.
Business and personal-finance reading
Books can help explain a concept. They do not replace current tax guidance or advice about your circumstances.