Don’t Let IRS Notices Spoil Your Year-End: Tax Tips from Steve Perry
Every December, taxpayers rush to close out the year and hope they’ve done enough to stay off the IRS radar. But hope is not a tax strategy. The truth is, small reporting mistakes, overlooked deductions, or mismanaged payroll filings can trigger unwanted IRS attention.
If you want peace of mind heading into the new year, contact Steve Perry today at (678) 717-9818 before the IRS tries to contact you.
Steve Perry, an Enrolled Agent at Books, Taxes & More, helps individuals and small business owners stay compliant, minimize taxes, and prevent the stress of receiving those dreaded IRS envelopes. His expertise in tax law, year-end planning, and proactive record analysis keeps clients out of trouble, and firmly in control of their finances.
Why IRS Notices Happen More Often in January
When the new year begins, the IRS starts matching reported income and deductions against filed returns. Discrepancies trigger CP2000 notices or audits. The main culprits?
Missing or mismatched W-2s and 1099s
Inaccurate estimated tax payments
Incomplete business expense documentation
Misreported credits or deductions
Payroll tax discrepancies for business owners
These mistakes often come from rushing through year-end filings or assuming software caught everything. That’s where Steve’s year-end checkup makes the difference. He audits your records before the IRS does.
Proactive Tax Moves to Protect Yourself Now
Waiting until April is a risky mistake. The best tax defense happens before December 31. Smart proactive taxpayers:
Review all income sources and reconcile 1099 totals before filing
Prepay deductible expenses such as state taxes, business expenses, or charitable contributions
Confirm correct W-4 and withholding settings to avoid underpayment penalties
Double-check quarterly estimated tax payments align with actual income
Organize receipts and electronic records for smooth documentation
Book your year-end tax strategy session today with Steve Perry at (678) 717-9818 or email [email protected]. One consultation can mean the difference between a smooth filing season or a notice in your mailbox come spring.
For Business Owners: Year-End Mistakes That Cost Thousands
Small businesses face different risks, especially when they DIY their end-of-year books. Payroll misclassification, missing 1099 filings, or unreconciled bank accounts can all trigger IRS scrutiny. Steve has helped countless business clients catch these red flags before they become six-figure problems.
He reviews all financial statements, verifies compliance for payroll and contractor reporting, ensures the company’s deductible expenses meet IRS documentation requirements, and prepares a strategy to minimize next year’s tax burden.
If business is booming, planning your taxes shouldn’t slow you down. Message Steve directly on LinkedIn www.linkedin.com/in/steveperrybtm to schedule your quick year-end business review.
The Emotional Cost of Ignoring IRS Red Flags
Few things feel worse than seeing that official IRS envelope. Anxiety, confusion, and frustration can take over. Many clients who turn to Steve after receiving a notice say they wished they had come sooner. An early consultation prevents costly surprises and saves hours of stress.
Facing tax season doesn’t have to feel overwhelming. With Steve Perry guiding you step by step, you’ll finish the year compliant, confident, and ready for a stronger financial start in 2026.
When IRS season begins, be the person who already has everything handled. Call (678) 717-9818 or email [email protected] to schedule your year-end tax review with Steve at Books, Taxes & More today.
