Fischer & Kelly CPA

11/05/2025

Tax season may feel far away, but now is a great time to get ahead!

Have you checked your tax withholdings lately? Making sure you are on track now can help avoid surprises when tax season rolls around. Plus, it is easier to adjust throughout the year than to scramble last minute.

We are here to help you:

✔️ Review your withholdings
✔️ Estimate next year’s taxes

Get set up for next year by calling us to make an appointment at 850-939-9350, so you can relax and enjoy the holidays knowing you have it covered!

11/28/2023

It's renewal time for insurance. If you are filling out the paperwork for the marketplace healthcare credits, remember that a modified income amount is used. Especially if you are receiving social security but are not of the age to receive Medicare, you need to include the full social security amount for your gross income.

Let Fischer & Kelly CPA help you during the upcoming tax season, call our office for an appointment 850-939-9350.

06/10/2023

New Location beginning July 5, 2023. We will be relocating to 1900 Hwy 87 in Navarre. We will be in the Sand Dollar Plaza.

04/27/2023

One of the most popular topics for questions this tax season has been solar. Have you been noticing all of the solar panels popping up all over the place and wondering what you're missing out on? Make sure you fully understand everything the sales people are selling you on, especially when they talk about the 'tax benefits'.

The main thing you need to know is that the credit is a NONREFUNDABLE credit. What does this mean to you? If you do not have a tax liability, you cannot get the credit. It does carry forward, but until there is a tax liability you cannot claim the credit.

If the final selling point for you was the monthly payment they tell you that you will be locked in at, make sure you read the fine print of what makes up that figure! If you do not have a tax liability or your liability is lower than the full credit amount, you may need to look into alternative methods for keeping the solar payment at the lower figure you were expecting.

Give Fischer & Kelly CPA a call to schedule a tax planning meeting, 850-939-9350.

03/02/2023

Were you an early filer and have been wondering what's taking so long for the IRS to send your refund? Or perhaps were expecting a larger refund and had the surprise of something much smaller?

You probably received the Earned Income Tax Credit and/or the Additional Child Tax Credit. For the past several years the IRS has delayed these refunds being processed. This is because of high fraudulent claims. The good news, it's time for those funds to start being released, so be sure to check your account!

If your refund was smaller than expected there are a few things that factor in that you may not have realized. 1. There are no more stimulus payments 2. The Child Tax Credit has been reduced back down to $2,000 per eligible child 3. The IRS withholding tables were changed several years ago to withhold less each year, meaning more in your pocket during the year.

Not sure if you're filing your taxes correctly or are claiming all of the credits you're eligible for? Need assistance in determining proper withholdings on your wages? Let Fischer & Kelly CPA be the ones to help assure you everything is done correctly. Call our office for an appointment 850-939-9350.

02/07/2023

It's that time of year again! Do you feel the weight of tax time on your shoulders? Are you rushing to collect all of your information to file and just be done with everything? As much as we would all love to not have to worry about taxes again for another year, be careful that you aren't rushing too quickly.

One big mistake people often make is forgetting to include all of their information dropped off with their tax preparer, such as an interest or retirement statement. A second big mistake often made is not paying attention to the finer details on your brokerage statement. Be sure the numbers are marked as final; these figures can often change all the way into March. No one wants to get a letter from the IRS saying changes are being made to your tax return because something wasn't included or accurate!

If you're not sure what to do, let Fischer & Kelly CPA be your go to tax preparer! Call our office for an appointment, 850-939-9350.

01/24/2023

The 2022 tax filing season has officially begun.

Feeling overwhelmed about the upcoming deadline for payroll? Feeling unprepared for gathering all of your pertinent tax documents? Let Fischer & Kelly CPA help you with your tax return, bookkeeping, and payroll needs!

We are accepting new clients. Call 850-939-9350 to inquire or email [email protected].

03/17/2022

We are accepting new clients. Call us or email to inquire. [email protected] or 850-939-9350.

We specialize in tax preparation, bookkeeping and payroll for individuals and small businesses.