We’ve SURVIVED... another bustling tax season!

A heartfelt thank you to our loyal clients, as well as those who joined us this year.

Here are three positive trends we’ve observed this season:

• Growth in Our Services: We saw significant growth in our portal and drop-off return options. This required us to navigate a learning curve to establish a reliable progress and tracking system for those returns. We greatly appreciate the patience and understanding demonstrated by our clients during this transition.

• Positive Impact of the One Big Beautiful Bill: The One Big Beautiful Bill initiative has had a positive effect on many of our clients. Notable OB3 benefits for the tax year 2026 include improvements to educator expenses, increased IRA contribution limits, and expanded charitable deductions for non-itemizers.

• Flexible Filing for Clients with IRS Obligations: Clients who owe the IRS are discovering that they can file their returns anytime during the tax season, rather than waiting until April 15th. They can also schedule which day they prefer their payments to be remitted to the IRS.

For clients who have requested extensions, please reach out to us to schedule an appointment to finalize your return.

Our office hours outside of the busy season are Monday to Thursday from 9:00 AM to 5:00 PM. We highly recommend giving us a call before visiting to ensure we can assist you promptly.