Seniors & Retirees: A Quick Tax Checkup List Retirement is supposed to simplify life—but taxes can get more complicated once you stop working. Social Security, pensions, IRA/401(k) withdrawals, and Medicare premiums all interact in ways that can increase your tax bill if you’re not planning. Below are 7 tax items every senior and retiree should […]
Seniors & Retirees: A Quick Tax Checkup That Could Save You Money Read More »
2025 Tax Changes: What to Know (and Who Benefits Most) Several major tax updates are slated to begin in 2025, including new above-the-line deductions, an expanded SALT cap for itemizers, and a modest increase to the Child Tax Credit. Here’s a practical breakdown of what’s changing—and how to plan around it. New deductions starting in
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Filing Season Opens and 7 Documents to Gather Tax season is here. The IRS opens e-filing for 2025 returns on January 26, 2026. 1: To avoid delays, start a simple document stack today. Here are the top 7 items most clients need: · W-2s and/or 1099s (interest, dividends, retirement, unemployment) · Social Security (SSA-1099) if
Tax Season Is Open: 7 Documents You Need, Refund Changes, and What’s New for 2026 Read More »
To continue providing timely, efficient, and high-quality tax preparation services, we are updating a few of our office procedures for this upcoming tax season. Please review the following important changes, as they will apply to all individual and business tax returns.________________________________________1. Payment Method Required at Drop-Off or CompletionBeginning this season, we will no longer bill
Important Updates to Our Tax Preparation Process for the 2025–2026 Tax Season Read More »
