There are a couple of recent tax law changes that you may want to take advantage of before the end of the year. Most of the provisions of the One Big Beautiful Bill (OBBB) took effect last year, but some others didn’t start until this year. Charitable Contributions Before 2026, taxpayers could only deduct charitable […]

Be sure to have the following items ready for preparing your 2025 tax returns: New Clients Please have a copy of your 2024 tax returns (or the last year you filed) Income Documents W-2 form(s) from your employer(s) 1099-SSA if you received Social Security benefits in 2025 1099-G form if you received unemployment benefits in […]

What is NOT changing Tax Brackets revised in 2018 and set to expire in 2025 are now permanent. Standard Deductions that were increased in 2018 and set to revert lower in 2025 are now permanent. Social Security Benefits are still taxable up to 85% for taxpayers with additional sources of income. (If Social Security is […]

The due date for 2025 personal tax returns is Wednesday, April 15, 2026. An extension gives you extra time to file your tax returns without having a late filing penalty, as long as you file before the extended due date. To get an extension, you must request it on or before the regular due date […]

If you are an employee who receives a W-2 from your employer, money is withheld from your paychecks to cover your taxes at the end of the year. If you have withheld enough, then you will not owe any taxes, and you might even get a refund if you have withheld more than the taxes […]