January 2026
I hope everyone had Happy Holidays! My annual mailing will be sent in mid-January as I once again offer my services for the upcomming tax filing season. You can also go to the Tax Planner tab and download a copy of the annual letter and/or a generic copy of a Tax Planner.
In July 2025, the One Big Beautiful Bill was signed into law that affects both 2025 and 2026 tax returns. The attached PDF outlines those provisions. Please click HERE to download a copy of the summary of those tax law changes. If you have any questions please feel free to ask.