November & December 2025 News & Notes
Hours and Appointments
Monday through Thursday: 9:00am - 4:00pm
Friday: 9:00am - 2:00pm
Other hours available by appointment. Appointments available in person, by zoom or by phone.
Holiday Hours - We are closed on November 27 & 28, December 24, 25, 31st and January 1.
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 14, 2026 - Join us from 5-7pm for a discussion on intergenerational estate planning. Invite the family for a frank discussion on estate planning. The information we are providing will be important to you and your family. Now that the estate exemptions, which were to expire in 2026, have been made permanent it’s time to review and maybe update your estate plans.
JANUARY 15, 2026 - We’ll start processing organizers for you, whether by mail or email.
Don’t Miss a Tax Payment!
Missing an estimated tax payment can result in non-deductible penalties. Make timely payments via IRS Direct Pay or EFTPS—secure and convenient methods to help you avoid the penalties.
Due dates. For tax year 2025, payment deadlines are April 15, June 17, and September 16, 2025, and January 15, 2026. For tax year 2026, payments are due April 15, June 16, and September 15, 2026, and January 15, 2027.
Avoid penalties. Pay at least 90 percent of your current year’s tax or 100 percent of last year’s tax—or 110 percent if prior-year adjusted gross income (AGI) exceeds $150,000.
Exceptions. Uneven income earners can use the annualized income method to align payments with earnings.
Catch-up payments. Catching up when you miss a payment stops the penalty from accruing further but does not achieve forgiveness for the previous penalty assessed.
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
Be sure to read your cover letter and take note of due dates and payment options.
S-Corps and Partnerships are due 3/15. Information needs to be provided by 2/20 to avoid a possible extension.
Personal and corporate tax returns are due 4/15. Information must be provided by 3/27 to avoid a possible extension.
Extensions grant additional time to prepare and file your tax return. However, payment must be made with extensions or interest and penalties will apply.
Copies of tax returns (PDF or Paper) are provided at the time of completion. Additional copies of tax returns will incur fees.
Additional services will be billed throughout the year, rather than with the next year’s tax preparation.
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.