Скачать или смотреть Be Our Guest | Kimberly Furrh, CPA – Tax Season 2026 (Part 2)

Be Our Guest | Kimberly Furrh, CPA – Tax Season 2026 (Part 2)

In Part Two of Be Our Guest, we continue our conversation with Kimberly Furrh, CPA of Furrh Accounting in Lawton, Oklahoma, diving deeper into retirement contributions, itemized deductions, audit risk, and what taxpayers should look for when choosing a tax professional.

This segment moves beyond filing basics and focuses on strategy, compliance, and protecting your financial information in an increasingly digital tax environment.

Topics include:

• Making prior-year IRA and Roth IRA contributions before the April 15 deadline
• Traditional vs. Roth retirement strategies and tax bracket considerations
• Standard deduction vs. itemizing — what actually makes sense
• Medical expenses, property taxes, charitable giving, and Oklahoma-specific deductions
• Gambling income and losses under federal and Oklahoma law
• Audit risk — what triggers scrutiny and what doesn’t
• Questions to ask before hiring a CPA or tax preparer
• Cybersecurity standards and IRS WISP requirements
• Reporting side income and cash work
• Military families, contractors, and Oklahoma residency considerations
• Retirement-friendly features of Oklahoma tax law
• Tax refunds vs. withholding strategy — are you giving the government a free loan?


As always, this discussion is informational and educational in nature. Viewers should consult a qualified tax professional regarding their individual situation.

Kimberly Furrh, CPA (Furrh Accounting) website:
https://furrhcpa.com/

Read the Lawton Town Crier article and summary:
https://lawtontowncrier.com/2026/02/r...

CHAPTERS

00:00 Introduction – Tax Strategy Beyond Refunds
00:59 IRA Contributions & April 15 Deadline
02:40 Traditional vs. Roth IRA Basics
03:44 Standard Deduction vs. Itemizing Explained
04:54 Oklahoma Property Tax & SALT Deduction Changes
05:41 Charitable Deductions & Volunteer Expenses
06:27 Gambling Losses & Oklahoma Considerations
06:58 Does Itemizing Increase Audit Risk?

07:41 Choosing a Tax Professional – What to Ask
08:44 IRS WISP Plan & Cybersecurity Requirements
09:08 Technology Changes in Tax Preparation
10:30 IRS Compliance & Identity Verification

11:00 Reporting Side Income & Cash Work
11:44 2026 Income Threshold Changes
12:06 IRA Contributions & Earned Income Rules

12:50 Military Families & Oklahoma Residency Rules
14:42 Oklahoma Retirement-Friendly Tax Policies
15:23 Oklahoma 529 Plan Tax Benefits
15:51 Gambling Loss Limits in Oklahoma

16:05 Tax Refunds vs. Withholding Strategy
17:03 Adjusting Your W-4 & Take-Home Pay


This conversation is for general informational purposes only and does not constitute tax advice. Individual circumstances may vary. Consult a qualified tax professional regarding your specific situation.

Recorded in Lawton, Oklahoma.


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