Tax Tips & More
OBBBA: No Tax on Overtime? Not Really, But We’ll Take It!
Do you regularly earn overtime pay? If so, the One Big Beautiful Bill Act (OBBBA) may help lower your federal income tax bill.
2024 Last-Minute Tax Strategies for Marriage, Kids, and Family
Here are five strategies to consider as we come to the end of 2024.
Adding Clarity: Replace Roof, Write Off the Old Roof
The IRS allows you to write off the old roof or component when you replace it on your rental property. The write-off of the old component creates three major tax benefits for you.
No Mercy for You When Your CPA Does Not File Your Tax Return
What’s your worst tax nightmare? Identity theft? Not having enough money to pay all the taxes you owe? How about this: your CPA, enrolled agent, or other tax preparer has not filed your taxes for three years.
New 1099-K Filing Rules Delayed Again
Do you sell goods or services and receive payment through a third-party settlement organization (TPSO)? If so, you must know the IRS’s new Form 1099-K reporting rules.
Best Practices When E-Filing Returns
Avoid future problems by following these best practices for e-filing.
Common Mistakes in Tax Preparation
Avoid errors that can occur when preparing tax returns by learning these common mistakes.
What Are Your Chances of Being Audited?
These red flags could increase your chances of the IRS selecting your return for audit.
December 2025 Tax Due Dates
December 10: Tips for November 2025 Reported to Employer (Form 4070)
December 31: Contribution to employer-sponsored retirement plan for 2025 (401(k), 403(b), 457 or federal thrift savings plans)
December 31: Required minimum distribution (RMD) by individuals who are 73 or older at the end of 2025
January 2026 Tax Due Dates
January 12: Tips for December 2025 reported to employer
January 15: 4th Quarter 2025 Estimated Tax Payment due
January 15: Monthly payroll tax deposits for December 2025
January 15: Farmers and fishermen pay estimated tax for 2025
January 31 (Saturday → Due Monday, February 2): W-2 forms due to employees, 1099 forms due to contractors, Copy B of Form 3921 due to employees (for ISO exercises), Form 940 (Federal Unemployment Tax Return) due
February 2026 Tax Due Dates
February 2 : Deadline to file and pay 2025 taxes in full if not making an estimated tax payment in January
February 10: Tips for January 2026 reported to employer
February 16: File Form W-4 to reclaim exemption from withholding for 2026