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🎉 Tax Season Is Almost Here!

Don’t worry — with a little preparation and teamwork, we've got you covered.

Key Deadlines
  • March 16, 2026: S-Corp & Partnership returns
  • April 15, 2026: C-Corp + Individual returns + IRA/Roth IRA contribution deadline
  • Extensions will be filed automatically by ProTax for existing clients if tax returns not filed by deadlines
Future You will be SO proud you remembered these.
📄
Documents to Start Gathering
  • W-2s and 1099s
  • Brokerage & investment statements
  • Business or rental income records
  • Retirement contribution statements
  • Property tax & mortgage interest forms
  • Charitable giving receipts
  • Anything tied to major life or financial changes

Early uploaders get gold stars ⭐

💡
Tips for a Smooth Filing
  • Upload documents as soon as you get them — seriously, don’t wait.
  • Use our secure portal for every file, big or small.
  • Tell us about big life updates (new job, home sale, new business, etc.).
  • Reach out early if anything feels unclear — we love questions.

Small steps now = major stress reduction later. Your future self approves. 👍

🤝
We’re Here to Help

Preparing early means fewer surprises, smoother filing, and a happier tax season overall.

As your documents start arriving, just upload them to the portal and reach out with questions. Your WMA team is ready to make this the easiest filing year yet.

Not sure where to start? Begin with your W-2s, 1099s, and any notices you’ve received — we’ll take it from there.

Support That Evolves With You

As you step into 2026, your financial life, goals, and responsibilities may be shifting.
Whether you’re growing a business, preparing for retirement, managing multiple entities,
or simply seeking more clarity and organization — your support needs can change.

That’s why we’ve refined our service tiers:
to make sure you always have the right level of guidance for your current season of life.

Click the arrows on the image below to explore the four options designed to help you move forward with clarity, confidence,
and the support that fits where you are — and where you’re headed next.

ABC+

Retirement Income • Indexed Annuity

💡 Building Wealth with Control and Confidence

For families looking to grow wealth safely and strategically, the Allianz Benefit Control Annuity offers an innovative approach to accumulation. It’s designed to help your money grow based on market performance — while protecting your principal from market losses.

How It Works

Instead of investing directly in the market, your annuity earns interest credits linked to an index, such as the S&P 500®. When the market performs well, your account can receive growth credits — and when the market declines, your principal remains protected. It’s a way to participate in the upside while shielding what you’ve already earned.

Why We Like This Strategy

Protection

Growth with protection

You can capture market-linked potential without the risk of losing principal due to market downturns.

Tax-deferred accumulation

Earnings grow without immediate taxation, allowing your balance to compound more efficiently over time.

Flexible control

The Benefit Control design allows you to adjust allocations annually and even “lock in” index gains before the crediting period ends.

Income withdrawals

When it’s time to access your savings, you can take annual withdrawals while the remaining balance continues to earn index-linked growth. This gives you flexibility to use your money strategically — whether for income, reinvestment, or legacy planning.

Guaranteed protection

Your principal and credited interest are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.

How This Fits into Your WMA Plan

At Wealth Management Accounting, we help clients create wealth with tax strategy and purpose. Indexed annuities like the Allianz Benefit Control can be a powerful piece of that plan — offering a blend of growth, control, and protection to help you build lasting financial confidence.

💬 Want to learn how an indexed annuity could strengthen your retirement plan?

Schedule a consultation with our team to explore your personalized options.

This content is for educational purposes only and is not a recommendation or individualized advice. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Be sure to review current Allianz Benefit Control annuity materials and your overall financial plan before making any decisions.
Q1 Implementation Guide
New Year Implementation

From Strategy to Action

Welcome to 2026. Your plan is in place—now it’s time to turn decisions into momentum.

After wrapping up year-end strategy meetings, the most important work begins: implementation. Q1 is where consistency, follow-through, and measurable progress take shape.

Use this interactive guide as your quick-launch dashboard for the first 90 days of 2026. Open each step, check items off, and stay focused on what matters most.

1
Legal & Asset Protection

Fund Your Family LLC

If you created or updated your Family LLC in 2025, early funding strengthens asset protection and ensures your structure works as intended.

  • Move designated assets or investment accounts into the LLC as discussed.
  • Update titling and beneficiary information where needed.
  • Confirm records match your estate and tax planning documents.
2
Taxes & Cash Flow

Activate Your Tax Strategies

Start the year with updated withholding, estimated payments, deduction tracking, and any entity steps outlined in your planning meeting.

  • Confirm payroll withholding and estimated tax payment schedule.
  • Set up a simple system for tracking deductions as you go.
  • Begin implementing any S-Corp, partnership, or entity changes.
3
Retirement & Savings

Make IRA Contributions by April 15, 2026

You still have time to fund your 2025 Traditional or Roth IRA. This can reduce taxable income or boost long-term tax-free growth—don’t miss the deadline.

  • Confirm your eligible contribution amount for 2025.
  • Decide how much to allocate now vs. later in Q1.
  • Align your IRA strategy with your broader retirement plan.
4
Business Owners

Forecast Revenue & Cash Flow

For business owners, Q1 forecasting helps guide hiring, pricing, spending, and major financial decisions throughout the year.

  • Review last year’s revenue, expenses, and profit trends.
  • Create a simple 12-month revenue and cash flow forecast.
  • Identify pressure points—months where cash may be tight or where growth opportunities exist.
5
Legacy & Documents

Complete Estate Planning Steps

Finalize signatures, asset titling, trust funding, and Family LLC coordination to ensure your plan is fully implemented.

  • Confirm that all documents have been signed and executed.
  • Verify that key accounts and properties are titled correctly.
  • Review how your estate plan coordinates with your Family LLC.
6
Momentum & Goals

Start Key Strategic Projects

Whether you’re focusing on growth, debt reduction, real estate, or improving personal financial habits, small steps now create momentum for the entire year.

  • Choose one or two “must-win” projects for Q1.
  • Break them into simple weekly actions.
  • Schedule brief check-ins to review progress and adjust as needed.

The Bottom Line

Your strategy sets the direction—your actions make the impact. Our team is here to help you move confidently into 2026 with clarity and purpose.

Finding Your Team’s Hedgehog Zone

How alignment and smarter workflows drive fulfillment, efficiency, and growth

Great businesses run best when people spend most of their time doing work that fits their strengths, energizes them, and meaningfully supports the company’s mission. This idea, inspired by Jim Collins’ Good to Great, is known as the Hedgehog Zone — where someone is:

  • Exceptionally skilled
  • Energized by the work
  • Directly contributing to company goals

When team members operate in this zone, they’re more motivated and productive. When they drift outside it, engagement drops and work slows down. Even aligned teams struggle when overwhelmed with the wrong tasks — which is where smarter systems and strategic delegation come in.


Unlocking Efficiency: When to Automate and When to Outsource

Freeing your team to do their highest-impact work

As a business grows, daily tasks multiply. Leaders often end up stretched thin — not because they’re doing the wrong job, but because they’re doing every job.

A scalable, efficient approach starts with knowing where work belongs:

Automate repetitive tasks.

Invoicing, reminders, scheduling, expense tracking — predictable tasks are perfect for automation. This saves time and keeps your team focused on higher-value work.

Outsource specialized work.

Payroll, tax preparation, forecasting, and marketing often require expertise — making outsourcing faster and more cost-effective than building internally.

Protect your highest-value time.

If a task doesn't move the needle on strategy, profit, or client experience, it may not belong on your plate — or your team’s.

At WMA, we help companies align talent, tasks, and tools so their people stay in their strengths — and their systems work behind the scenes. The result: a business that runs smarter, stronger, and with clarity.


🦔 Try This With Your Team

Have each person answer:

  • What do I do best?
  • What work gives me energy?
  • Which of my tasks creates the biggest impact for clients or the company?

Where those overlap is their Hedgehog Zone. Aligning roles and automating or outsourcing work around these zones can transform productivity and morale.

Until Next Time

As we wrap up this edition of our newsletter, we hope you found insights that help you build, balance, and belong—whether you’re growing a business, planning for retirement, or simply trying to make the most of your financial journey.

Every quarter, we aim to bring you clear guidance, helpful reminders, and stories that inspire. But the real impact happens when these ideas turn into action.

If you’d like to discuss any of the topics in more detail, please don’t hesitate to reach out to our Titusville office: (321) 206-3139  Office@wmateam.org  or our Fort Wayne Office: (260) 484-1673 Office@protaxwma.com to schedule an appointment. We’re here to support you.

Your goals are always evolving—and so are we. Stay tuned for upcoming tools, events, and updates designed to support your clarity, confidence, and success.

Until then, thank you for being part of our financial family. We’re honored to walk alongside you.

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