💼 CFO brain, spreadsheet soul 📊 Finance templates for people, families & businesses 🧾 Taxes made simple | Fractional CFO ✨ Helping you control your finances
Valrico, FL
Joined February 2026
- Tweets704
- Following168
- Followers55
- Likes1.1K
Pinned Tweet
Money doesn’t have to feel overwhelming. 🐝
At Busy Bea Accounting, we build simple finance systems for individuals, families & businesses—plus offer tax strategy and fractional CFO support.
Clarity over chaos.
👉 busybeaaccounting.com
Fellow CPAs: what's your go-to way to get clients to keep a contemporaneous mileage log? 🚗
App, spreadsheet, or a monthly nudge from you? Curious what actually sticks in practice. 👇
Drive for your business? A mileage log is one of the easiest deductions to lose, and one of the easiest to protect. Here's the simple habit that keeps it audit-ready. 🧵
1
56
Drive for your business? A mileage log is one of the easiest deductions to lose, and one of the easiest to protect. Here's the simple habit that keeps it audit-ready. 🧵
Commuting from home to a regular workplace generally isn't deductible, so note the purpose of each trip.
1
1
The exit plan vs. the lifestyle. Every solo owner hits this exact wall.
I understand that if I ever want to sell my business, I must have employees.
But, to be completely honest, I’ve really enjoyed to is year being solo.
I literally do whatever I want to, whenever I want to do it.
It’s been very enjoyable.
20
The SALT deduction cap is a lot less painful than it used to be. It's $40,400 for 2026, up from the $10,000 cap that stuck around for years, and it keeps climbing slightly each year through 2029 before reverting back down in 2030.
1
2
20
Busy Bea, CPA retweeted
"Accountants are still pound for pound the best investment a SMB owner can make... Even in the age of A.I " - @dreamfirms
I support this statement and will add it applies to individuals and families too. #Tax education applies cradle to grave and beyond-your estate.
Learn as you go. Plan Ahead. Remember to include medicare too including #IRMAA.
Health savings account limits are going up again for 2027. Self only coverage rises to $4,500 and family coverage to $9,000.
1
20
If you're 50+ and maxing out your 401(k) catch-up contributions, there's a rule now in effect for 2026 you'll want to know about. 🧵
1
26
This matters most for business owners paying themselves a W-2 salary through an S-corp, and for any employees on your payroll who cross that threshold. Not every 401(k) plan allows Roth deferrals yet — worth checking with your plan provider.
1
1
If you run a business with tipped or hourly workers, there's a new deduction worth knowing about. Starting with 2025 returns, employees can deduct up to $25,000 in tip income or $12,500 in overtime pay each year, $25,000 if filing jointly.
1
20
A common misread: this isn't a payroll change. Social Security, Medicare, and withholding still apply exactly as before. The deduction shows up when your employee files their personal return, not on the paycheck itself.
1
3