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One Big Beautiful Bill Act Offers Major Tax Relief
Big tax changes are coming! The IRS just announced major new deductions for seniors, overtime workers, tip earners, and auto loan interest under the One Big Beautiful Bill Act—starting in tax year 2025. Here’s what you need to know.
Aug 8


Dealing with Natural Disasters: Action Steps Every Tax Preparer Should Recommend
With 2025 already bringing devastating wildfires, floods, hurricanes, and other calamities across the U.S., it's more important than ever for tax professionals to help clients prepare.
Jul 25


5 Summer Scenarios That Can Impact Your Clients’ Taxes
Here are five common summer events that could have tax implications you’ll want to flag
Jul 15


Tax Planning for Newlyweds
Marriage isn’t just a personal milestone—it also brings important tax implications. As trusted advisors, it’s crucial to guide newly married clients through these key steps early to streamline their first joint (or separate) filing season.
Jun 26


Unlocking Tax Benefits for Homeowners
As trusted advisors, it’s our role to spotlight savings opportunities for clients navigating homeownership. The IRS’s recent Tax Tip outlines several key benefits—here’s how we can help our clients maximize their return:
Jun 25


Year‑Round Tax Planning: A Proactive Guide for Tax Professionals
One of the most valuable services you offer is helping clients plan strategically throughout the year—not just during tax season. Here’s a breakdown of top year‑round planning strategies you can integrate into your services:
Jun 13


Summer Activities That Could Impact Your Clients' Next Tax Return
Summer is here! By proactively addressing these activities with your clients, you can help them navigate potential tax implications and ensure a smoother filing process next year.
Jun 5


Disaster Planning: What Every Small Business Should Do Now to Be Prepared
As a small business owner, taking a few proactive steps now could save you time, money, and peace of mind later. Let’s walk through essential tips to help safeguard your business’s financial and tax records.
May 12


Preparing for the Unexpected: Safeguarding Client Records Against Natural Disasters
With tax season over and peak periods for disasters approaching, now is a good time for taxpayers to think about protecting important tax and financial information as part of a disaster emergency plan.
May 1


Helping Clients Navigate Tax Season: Top Tips for Professional Tax Preparers
Help clients navigate tax season smoothly with tips on early filing, error prevention, payment options, refund tracking, and scam awareness.
Jan 30