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Expert tax advisory and preparation for individuals, gig workers, small businesses, and S-Corp entities. Houston, TX · Serving clients nationwide.

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shankar@relycfo.com
(346) 265-1444
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Tax Tips & Updates

The RelyCFO Tax Blog

Plain-English tax tips, deadline reminders, and planning strategies — written by Shankar, CPA.

Quarterly EstimatesAll

Don't Wait Until April: How to Calculate Your Q2 Estimated Tax Payment

If you're self-employed, a gig worker, or an S-Corp owner, your next estimated tax payment is due June 15. Here's exactly how to calculate what you owe and avoid the underpayment penalty.

By Shankar, CPAComing Soon
S-CorpBusiness Owners

Is It Time to Elect S-Corp Status? A Plain-English Analysis for Houston Small Business Owners

The S-Corp election can save thousands in self-employment tax — but only if your net income crosses a certain threshold and you're prepared for the compliance requirements.

By Shankar, CPAComing Soon
Equity CompIndividuals

RSU Taxes: Why Your W-2 and 1099-B Don't Match (And What To Do About It)

One of the most common — and costly — mistakes we see: taxpayers reporting RSU sales without adjusting for income already recognized at vesting. Here's how to avoid paying double tax.

By Shankar, CPAComing Soon
PlanningAll Clients

5 Tax Moves Every Houston Professional Should Make Before April 15

From maximizing your IRA contribution to reviewing your withholding, here are five concrete steps that can reduce your tax bill — some take less than 10 minutes.

By Shankar, CPAComing Soon
InternationalExpats & New Residents

New to the U.S.? What Dual-Status Year Returns Mean for Your First Tax Filing

If you became a permanent resident or visa holder mid-year, your first U.S. tax return is more complex than you'd think. This guide covers what's involved and when a first-year choice election makes sense.

By Shankar, CPAComing Soon
Year-EndAll Clients

Year-End Tax Checklist: 8 Things to Do Before December 31

Year-end is your last chance to take action that reduces this year's tax bill. Charitable bunching, retirement contributions, capital loss harvesting — your complete checklist.

By Shankar, CPAComing Soon
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