01/18/2026
Dear Valued Client,
Tax season has officially started, and Mary Khalil CPA is now accepting engagements for the upcoming filing season.
To help you prepare, we’ve outlined a few important reminders and opportunities below.
✅ Tax Preparation Checklist
Please begin gathering the following documents:
W-2s and 1099s
Prior-year tax returns
Bank and investment statements
Business income and expense records
Payroll reports (if applicable)
Any new asset purchases or sales
A complete checklist will be provided once your engagement is confirmed.
🎉 Early Filing Discount – 10% Off
Clients who sign the engagement letter and submit the required deposit by January 31 will receive a 10% discount on their tax preparation fees.
Early engagement helps ensure:
Priority scheduling
Faster turnaround time
Fewer last-minute issues
🤝 Referrals Welcome
If you know friends, family members, or business owners who may need tax or accounting services, we truly appreciate your referral.
Referral incentives may apply — feel free to reach out for details.
🧾 Business Owners – 1099 Filing Assistance
If you paid contractors in 2025, you may be required to issue Form 1099-NEC.
We can assist with:
Determining who needs a 1099
Preparing and filing forms
Ensuring compliance with IRS deadlines
Please contact us as soon as possible, as 1099 deadlines are approaching.
If you have any questions or would like to get started, reply to this email or contact our office directly. We look forward to assisting you this tax season.
Warm regards,
Mary Khalil, CPA 214-506-1999
Mary Khalil CPA. 214-736-6931