September Newsletter

Stay ahead with insights and updates ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏

View in browser

Welcome to this month’s edition of our newsletter! Each month, we bring you the latest updates, insights, and resources to help you stay informed and ahead. From industry news and helpful tips to firm updates and announcements, here’s what’s new and noteworthy.

📽️ VIDEO: Avoiding Tax Surprises: Withholding & Estimated Payments

Tax surprises are never fun. Understanding the difference between tax withholding and estimated payments can help you stay on track, avoid potential penalties, and put your money to its best use. In this episode of On the Money, Jeffrey Kintz, Tax Manager at Wilkins Miller, breaks down what you need to know about paying taxes throughout the year.

Understanding the Tax Consequences of Selling Your Home

Selling your home can have significant tax implications. Learn how to calculate your gain, what expenses and improvements may reduce your tax liability, and how the primary residence exclusion works. Click here to read the full article.

Tips for Identifying & Preventing Vendor Fraud

Vendor fraud can take many forms, from fake invoices to vendor impersonation. Learn how to spot the warning signs and strengthen your processes to help protect your business. Click here to read the full article.

Maximize Your Retirement Plan Tax Savings

September and October are key months to fund employer-sponsored retirement plans like SEP IRAs, Solo 401(k)s, and profit-sharing plans to maximize tax savings. Click here to learn more and start planning now to take full advantage of these opportunities.

Upcoming Tax Deadlines

9/15 – 2025 Extended Partnership and S Corporation Tax Returns
9/15 – 2026 3rd Quarter Estimated Tax Payments
9/30 – 2025 Extended Trust Tax Returns
10/15 – 2025 Extended Individual and C Corporation Tax Returns

Inside Wilkins Miller’s AI Journey

This month we're sharing a look at our own AI initiative from the outside. Beyond AI's Jay Maru writes about how Wilkins Miller approached bringing AI into a firm on purpose: everyone trained on the same foundation, real results within the first two weeks, and a structure built to keep the momentum going. Read the full article here.

Accounting Today's "Best Firms to Work For"

We’re honored to be named to Accounting Today's 2026 "Best Firms to Work For" for the 12th year in a row! With only 100 firms named nationally, the annual survey and awards program is designed to identify, recognize and honor the best employers in the accounting profession. Check out the full list.

Welcome New Team Members

Help us welcome the newest members of our team: Anna Richards (Administrative Specialist), Landon Squires (Business Operations Assistant), and Jake Callender (Associate).