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Client Newsletter

Client Newsletter

Tax season is almost here, and this year brings some important updates you will not want to miss. From adjusted Tax Organizer release dates driven by new 2025 tax legislation to a streamlined new SafeSend One Client Portal, we have been busy making your experience more seamless than ever. Read on to find out what to expect, when to expect it, and how to make this your most #LessTaxing tax season yet.

2025 Year-End Tax Planning for Individuals

2025 Year-End Tax Planning for Individuals

With the passing of the One Big Beautiful Bill Act (OBBBA), the Federal Reserve cutting interest rates, and inflation showing signs of moderating, tax planning remains as important as ever for taxpayers seeking to manage cash flows and reduce their tax liabilities over time.

Client Newsletter

Client Newsletter

New tax rules, a major shift in how the IRS issues refunds, and an important reminder for S corp shareholders — this issue covers what you need to know right now. From a new auto loan interest deduction to mandatory direct deposit for tax refunds and critical W-2 reporting requirements for health insurance premiums, there’s something here for nearly every taxpayer.

New Auto Loan Interest Deduction Plus Other Major OBBBA Tax Changes

New Auto Loan Interest Deduction Plus Other Major OBBBA Tax Changes

If you’ve been thinking about buying a new car or live in a high-tax state, there’s major tax relief coming your way through the One Big Beautiful Bill Act. This comprehensive law creates new deductions for auto loan interest, increases standard deduction amounts, and temporarily raises the SALT deduction cap from $10,000 to $40,000—but these benefits won’t last forever.

2026 Tax Changes: What You Need to Know About Next Year’s Key Adjustments

2026 Tax Changes: What You Need to Know About Next Year’s Key Adjustments

The One Big Beautiful Bill Act (OBBBA) passed earlier this year brought significant changes to the tax landscape, and now the IRS has released the 2026 inflation adjustments that build on these reforms. These aren’t just routine inflation adjustments – the OBBBA enhanced several key provisions beyond typical cost-of-living increases, creating new opportunities and considerations for tax planning.