January 2026 News & Notes

Hours and Appointments

Beginning January 6, 2026 our office ours will be as follows:
Monday - Friday: 9:00am - 3:30pm

  • Other hours available by appointment. Appointments available in person, by zoom or by phone.

Thank You for Your Referrals and Yelp Reviews!  

  • The winner for the last raffle has been selected and their gift card has been sent in the mail.

  • Please continue to leave your Yelp reviews for a chance to win the next raffle!
     

Other Services Available 

  • Bookkeeping and business advisory services

  • Preparation of 1099s, Sales Taxes, Gift Taxes & Estate Taxes. Contact us to inquire about additional tax forms.

  • Investment management & retirement planning services through Balancing Life Financial Planning.  Visit www.balancinglifefp.com for more details!

Coming Events

 JANUARY 13, 2026 - Let’s get tax season rolling with our organizer pickup party! Join us from 9-4pm to pick up your organizer, ask any questions you may have regarding your taxes or the new tax laws, or just to say hi.

JANUARY 15, 2026 - We’ll start processing organizers for you, whether by mail or email.

January tax dates to remember

Due dates:

  • Fourth quarter 2025 sales tax returns are due by January 31, 2026

  • Forms 1099 and 1096 are due by January 31, 2026

    • Please have all information to us by January 22, 2026 to ensure forms 1099 and 1096 are prepared and filed in a timely manner. Any outside services that totaled over $600 MUST BE issued a 1099 for the 2025 tax year. Call us if you are unsure whether this applies to you.

Time to Plan for Your Retirement?

Let’s discuss how we can help you navigate retirement, no matter what stage of life you are in.

  • Did you know all businesses with 1 or more employees must have a retirement plan as of January 1, 2026. We can help establish the right plan for you and your business.

  • If you are over 73 are you taking the correct RMD? Are you taking advantage of all options available?

  • Would you like a second opinion on your current portfolio or financial plan at no charge to you?

  • Do you have a personalized retirement & estate plan? When was the last time it was reviewed? Are you following it?

Tax Season Information

  1. Your fees are for tax prep ONLY

  2. Additional feels WILL apply for additional services, including but not limited to the following:

    1. Withholding Calculations

    2. Changes to estimated tax payments

    3. Tax planning & advice

    4. Additional copies of the existing and/or prior year returns

  3. The below items are important to note when gathering your tax documentation:

    1. If you had Covered California, you will need to include Form 1095-A with your documents. We CANNOT file your tax return without the information contained within the form.

    2. If your dependent(s) had earned income, did they file a tax return and claim themselves?

    3. Documentation proving estimates were made for 2024 MUST be provided. Without supporting documentation we CANNOT include estimated payments when preparing your tax return.

  4. Extensions grant additional time to prepare and file your tax return. However, payment must be made with extensions or interest and penalties will apply.

  5. Additional services will be billed throughout the year, rather than with the next year’s tax preparation.

  6. Fees are due upon completion unless other arrangements are made. Payment can be made by cash, check, Zelle, Venmo or credit card. A 4% fee will be added to all credit card payments. Late fees will be charged for unpaid invoices.

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