● The Blog
Tax guidance, plainly written.
A new post every week from Katina — deadlines, IRS notices, refund timing, and the questions clients actually ask.

● Latest · Planning
Should I File an Extension?
Extensions aren't a red flag — but they're not a get-out-of-tax-free card. Here's when filing one makes sense and when it doesn't.
February 5, 2026 · 4 min read
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● IRS Notices
I Got an IRS Letter — What Now? (CP2000, CP14, and more)
The most common IRS notices, what they actually mean in plain English, and the exact next step for each one.
January 29, 20266 min read

● Refunds
How Long Will My Refund Take in 2026?
Realistic refund timelines for 2026 — e-file vs paper, direct deposit vs check, and what slows things down.
January 22, 20263 min read

● Checklists
What to Bring to Your Tax Appointment — Checklist
The exact documents I ask every client to bring (or upload). Print it, check it off, and your appointment runs 30 minutes shorter.
January 15, 20264 min read

● Deadlines
2026 Tax Deadlines & Extension Dates for Texas
Every date that matters in 2026 — federal filing, extension, quarterly estimates, and the Texas-specific items most filers miss.
January 8, 20265 min read