A & A Legal Document Preparation Services

12/01/2025

That email telling you about a steal of a deal might also be a phishing scam. Scammers take advantage of holiday weekends when many retailers are offering discounts to try and steal your personal and financial information. Before you hand over your information, check out some tips to determine if the website or email is legitimate.

Learn more at www.irs.gov/scams.

12/01/2025

Workers receiving tips or overtime now have guidance to calculate 2025 deductions, even without separate reporting on Forms W-2/1099. IRS also offers transition relief and examples in Notice 2025-69.

Read more at https://nstp.org/article/overtime-and-tip-deduction-guidance-updated

11/13/2025

11/13/2025

IRS ends Direct File for next tax season; users must use Form 4506 or IRS online accounts for copies. Free File remains active with 8 partners, including TaxAct, FreeTaxUSA, and Tax

Read more at https://nstp.org/article/direct-file-not-available-2026-tax-filing-season

01/31/2025

Beware of scams offering lures like fake Economic Impact Payments. If you get one of these -related text messages, don’t click links or provide any response. Learn more at: www.irs.gov/scams

01/02/2025

Tax Deadlines for Individuals
If you’re an individual filer, you may have several 2025 tax deadlines to note in your calendar. Here are important dates to keep in mind if you are a W-2 employee, independent contractor, self-employed individual, gig worker, or retiree.
✅January 15, 2025 – Fourth Quarter Estimated Tax Payment: If you’re self-employed or pay estimated taxes throughout the year, the fourth quarter estimated tax payment for 2024 is due on January 15, 2025. Review your annual income to ensure your quarterly payments were adequate. Consider adjusting this payment based on your final income projections for 2024.
✅January 15 – January 31, 2025 – 2024 Tax Season Begins: This approximate date will mark when the IRS will begin accepting and processing tax returns.
January 31, 2025 – Deadline for Many Tax Forms: Employers, businesses, and anyone issuing tax forms have a busy day on January 31, with deadlines for filing and distributing forms W-2, 1099-NEC, 1099-K, 1099-MISC, and others. Plan for potential delays in processing, especially if mailing physical copies. Use e-filing options to speed up submissions.
✅February 18, 2025 – Updated W-4 Forms Due: If you claimed exemption from withholding in 2024, you’ll need to file an updated Form W-4 by February 15 to continue the exemption. This applies primarily to employees who believe they will not owe taxes or will get a refund.
✅April 1, 2025 – Required Minimum Distribution (RMD) Due: If you turned 73 in 2024, April 1, 2025, is the deadline to take your first Required Minimum Distribution (RMD) from retirement accounts like traditional IRAs and 401(k)s. Consult with a financial advisor to understand the tax implications of taking two RMDs in the same year, which may increase your taxable income.
✅April 15, 2025 – Individual Income Tax Return Deadline: April 15 is the big day for individual taxpayers and sole proprietors. Individual taxpayers need to file their Form 1040 and pay their taxes to avoid penalties.
✅April 15, 2025 – Deadline to Request a Tax Extension: Taxpayers have until April 15 to request an extension by submitting Form 4868. If approved, the IRS grants you a six-month extension to October 15, 2025. If you owe taxes, they’re still due on April 15, even if you get an extension for filing. Pay to avoid penalties or interest. ✅

03/13/2023

📣📣📣📣Deadline is now October 16📣📣📣📣

📣IRS: May 15 tax deadline extended to Oct. 16 for disaster area taxpayers in California, Alabama and Georgia.

📣Disaster-area taxpayers in most of California and parts of Alabama and Georgia now have until Oct. 16, 2023, to file various federal individual and business tax returns and make tax payments, the Internal Revenue Service announced today. Previously, the deadline had been postponed to May 15 for these areas.
📣This news release has been updated to include Alameda, Butte, Colusa, Contra Costa, Fresno, Glenn, Humboldt, Los Angeles, Marin, Mendocino, Placer, Santa Clara, Siskiyou, Sonoma, Trinity, and Yolo counties.

03/06/2023

Yes we do! 😃Call, text or email to make an appointment.

12/14/2022

¿Necesitas divorciarse pero no sabe cómo? ¿Necesita ayuda para solicitar la custodia de los hijos? ¿Manutención de los hijos? ¡Podemos ayudar! Nuestra oficina está ubicada en Albany (cerca de Richmond). Llame o envíe un mensaje de texto hoy para hacer una cita. (415)261-3164

12/14/2022

¿Necesita ayuda para declarar sus impuestos? ¿No tienes un número ITIN? ¿Necesita ayuda para obtener un número ITIN para declarar sus impuestos? ¿Necesita ayuda para hacer impuestos atrasados? ¡Podemos ayudar! Llame o envíe un mensaje de texto hoy para hacer su cita. La oficina está ubicada en Albany, Ca (cerca de Richmond). (415)261-3164

12/05/2022

A heads up to owners: If you earn more than $600 using third-party payment cards, you may receive an Form 1099-K that you need for your 2022 tax return. This form shares income from reportable transactions using digital applications or third-party payment cards. See what this means for your Small Biz: http://ow.ly/ecZp50LkqhR