Steve Perry

January 15 Estimated Tax: Recalculating Safe Harbor After Filing

Steve Perry

Published on: 21/10/2026

Your filed 2025 return sets the safe harbor for 2026 estimates. Steve Perry, EA explains how to recalculate the January 15, 2027 payment before penalties build.

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2027 Tax Changes and OBBBA: A Fourth Quarter Planning Guide

Steve Perry

Published on: 20/10/2026

Steve Perry, EA explains how 2027 inflation adjustments and OBBBA changes interact with IRS matching and year end deadlines, with a fourth quarter planning framework.

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Filed an Amended Return? Why the IRS Clock Moves Slower Than You Think

Steve Perry

Published on: 15/10/2026

Filed Form 1040-X? The IRS processes amendments on a slower track. Steve Perry, EA explains why notices, interest, and refund delays can still create risk while you wait.

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October 15 Superseding Return Deadline: Rewrite Your Return Before You Amend

Steve Perry

Published on: 14/10/2026

Before October 15, a superseding return replaces your extended 2025 return. After that, fixes become amendments, and some depreciation and expensing elections may be lost.

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