Happy Holidays to our wonderful clients, friends, and colleagues! Wishing you a prosperous & healthy upcoming year. We value our relationship with you and look forward to working with you in 2026!
Thursday, January 1st
OFFICE CLOSED
Happy New Year!
Thursday, January 15th
4th Quarter 2025 Estimated tax payment due
Year-End Information Coming Soon!
Each year, we provide important year-end information to our clients to help prepare for the upcoming tax season. This year’s update will be sent out in early December. Please keep an eye on your inbox, as this communication will include valuable details for both business owners and individual clients.
A Note on Using AI for Tax Advice
While AI tools like ChatGPT can be useful for general information, they should not be relied upon for tax preparation or advice. These platforms may provide outdated or inaccurate details, which can lead to costly filing errors. For accurate and compliant tax guidance, always consult a qualified tax professional or use reputable tax preparation software that stays current with IRS regulations.
End of the YEAR Tip #3
Contribute the Maximum to Retirement Accounts
IF YOU WORK FOR A COMPANY:
Increasing your contribution to your retirement account will make you happy down the line. If your employer offers a 401(k), you should increase your contribution to the max amount. If you’re unable to, we recommend that you contribute the minimum amount that will be matched by your employer.
IF YOU'RE SELF EMPLOYED:
If you work for yourself, have no fear, there are retirement options for you as well. As your own boss, you can take advantage of a Keogh plan. If you haven’t started one already, now’s the time as these plans must be established by December 31st. Contributions, however, can be made up until April 15th
Did You Miss Out?
You can now watch the recordings of both webinars we featured in November. Click the buttons below!
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