First State CPAs and Associates

5 hours ago

𝗛𝗼𝘄 𝗱𝗼 𝘆𝗼𝘂 𝗳𝗶𝗹𝗲 𝗳𝗼𝗿 𝗮𝗻 𝗜𝗘𝗘𝗣𝗔 𝘁𝗮𝗿𝗶𝗳𝗳 𝗿𝗲𝗳𝘂𝗻𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗖𝗔𝗣𝗘?
If you qualify for an IEEPA tariff refund, you’ll file through the CAPE tab in ACE.

Here’s what that process looks like:

1. Verify your ACE account -- Make sure your CBP Importer Record uses your company email, not your broker’s.
2. Set up ACH -- Refunds are paid by ACH, so your bank info needs to be set up in ACE.
3. Identify eligible shipments -- Review your Form 7501 records for IEEPA-related HTS Chapter 99 codes.
4. Prepare your CAPE declaration -- Your CSV needs one column titled “Entry Number,” with each entry number exactly 11 characters.
5. Submit and monitor your claim -- Upload the file in ACE under the CAPE tab and watch for your Claim Number.

A wrong digit, old email, or mismatched filer code can slow down the whole refund process.

We can help you review your records and figure out the right next step. ... See MoreSee Less

First State CPAs and Associates

2 days ago

𝙎𝙝𝙤𝙪𝙡𝙙 𝙄 𝙪𝙥𝙙𝙖𝙩𝙚 𝙢𝙮 𝙒-4 𝙖𝙛𝙩𝙚𝙧 𝙛𝙞𝙡𝙞𝙣𝙜 𝙢𝙮 𝙩𝙖𝙭𝙚𝙨?

If any of these things happened in 2026, then you need to update your W-4:
• You got married or divorced
• You started a second job
• Your spouse started or stopped working
• You had a child
• You started a side hustle
• You bought a home

Those changes affect how much federal (and state) tax comes out of your paycheck each pay period.

For example, if your withholding is still designated as a single person but you recently got married, you may end up giving the Treasury more money than you need to.

If you’re not sure whether your withholding needs updating, DM us, and we can help you review and adapt to your circumstances. ... See MoreSee Less