5 Summer Scenarios That Can Impact Your Clients’ Taxes

Summer isn’t just for vacations—it’s also when life changes that affect taxes often happen. As a tax professional, being proactive with your clients during the off-season builds trust and keeps them prepared for next filing season. Here are five common summer events that could have tax implications you’ll want to flag:

☀️ 1. Summer Weddings

Newlyweds may need help updating their filing status, withholding, and name/address with the IRS and Social Security Administration. Marriage can also affect tax brackets, eligibility for credits, and how they file next year.

Pro Tip: Remind clients to file a new W-4 and update any shared deductions like mortgage interest or student loans.

🏕️ 2. Kids Off to Summer Camp

If both parents are working, summer day camps might qualify for the Child and Dependent Care Credit—but sleepaway camps don’t. You can help clients determine eligible expenses and gather the right documentation early.

🛠️ 3. Home Improvements

With many clients tackling renovations in warm weather, it’s a great time to talk about energy-efficient upgrades that may qualify for the Energy Efficient Home Improvement Credit or Residential Clean Energy Credit.

🧒 4. Teenage Jobs

Teens earning their first paychecks may trigger questions about whether they need to file taxes, and if parents can still claim them as dependents. This is a chance to educate families about earned income, self-employment, and Kiddie Tax rules.

💼 5. Starting a Side Hustle

Summer side gigs—like freelance design, consulting, or ride-share driving—can push clients into self-employment tax territory. Help them get ahead on quarterly payments and business deductions.

Be the Tax Pro They Remember All Year Long

Summer gives you an opportunity to connect with clients outside of filing season and offer guidance when they

’re making big life moves. A mid-year check-in not only provides value—it builds long-term loyalty.

Disclaimer: This article is for informational and educational purposes only and does not constitute legal tax advice. Advanced Tax Solutions is not liable or responsible for any damages resulting from or related to your use of this information. It is your responsibility to refer to official IRS documentation for information regarding any tax laws or tax information shown here.