Whitley's Tax Service

05/21/2026

We are honored and happy to share that we have been voted
"Best of Dekalb" for Accounting this year!
Thank you Fort Payne Chamber of Commerce and Fort Payne Times-Journal Southern Torch for recognizing local businesses!
Thank you to all of our clients for continuing to choose us! We will continue to give you our best!

05/20/2026

05/11/2026

****80's KARAOKE AND COSTUME PARTY****
Hosted by Whitley's Tax Service!
$100 CASH PRIZE FOR BEST 80'S COSTUME
$500 CASH PRIZE FOR BEST 80'S KARAOKE PERFORMANCE

*Do you remember jelly shoes and high-top keds?
*Do you have to dance when you hear Whitney sing "I Wanna Dance With Somebody"?
*Do you know all the words to "Livin On A Prayer"?
*Have you ever taught your kids to moon walk?
Well, totally awesome, dudes - YOU are who we are looking for!! Come join us!

WHEN: Friday July 31st, 2026 - 6:00pm
WHERE: Limon's Mexican Restaurant, Henagar, AL

More details to follow! Put it on your calendar and start planning your outfits!! Share this post to help us get the word out! You do not have to be a client to join us, all are welcome!!!

04/22/2026

Thank you all so much for helping us have a great tax season! Let us know if you need anything at all! We are here to help!

01/31/2026

Have kiddos under 18? You'll want to know all about the new Trump Accounts! .....
Trump Accounts are new tax-advantaged investment accounts designed to build long-term wealth for American children, featuring a $1,000 government-funded deposit for children born between January 1, 2025, and December 31, 2028. The funds are invested in stock market index funds, with withdrawals restricted until age 18.
Key details about Trump Accounts include:
• Eligibility: U.S. citizen children under 18 can have an account; however, only those born 2025–2028 receive the initial $1,000 from the Treasury.
• Funding: Beyond the initial deposit, up to $5,000 can be added annually by parents or employers, which is tax-deductible.
• Purpose: Funds must be used for specific purposes, such as education, starting a business, or buying a home
• Enrollment: Parents can open these accounts by filing Form 4547 during tax prep.
• Management: The accounts are managed by authorized financial institutions and must be invested in U.S. equity index funds.

01/21/2026

To our tax clients with overtime:
When you give us your tax information, please provide your last pay stub of 2025 to receive the overtime credit on your 2025 tax return.
Not all W-2's are showing overtime correctly!

01/08/2026

The IRS will no longer issue your tax refund in paper check form. Your best bet is direct deposited into your bank account so be extra sure to let us know your correct banking information when we are preparing your taxes this year! If you do not have a bank account, they are going to mail your refund out on a debit card.....do not throw these away when you receive them!!!

12/22/2025

Attention Tax Clients:
I have noticed different W-2 softwares & payroll softwares are not set up to report qualified tips or overtime correctly. Please be aware and keep your last paystub of this year so you can still get credit for the tax deduction on your 2025 tax return, even if your W-2 is not reporting it. This is not an automatic deduction tax software is picking up (maybe online tax software will fix this error), so be sure to have a QUALIFIED preparer do your taxes this time if you think you will qualify for these new credits.
Thank you,
Rusty W.