Cheryl Nageli Tax and Services LLC

03/08/2026

Every year around tax season, scammers try to take advantage of taxpayers by impersonating IRS employees. It's a relentless scheme used to steal your money through texts or phone calls that demand you immediately pay outstanding tax debts.

This is a reminder that the IRS will NOT call or text you unless you are in an active audit, and even then that is rare. The IRS communicates primarily by mail. The Utah state tax commission may call you if you are in an active payment plan and a payment defaults, but if anything sounds like a debt you are not aware of already, hang up immediately.

Do NOT give out your social security number, personal information or credit card/checking account information to fraudsters impersonating IRS agents. If you do get a call that sounds suspicious, tell them you will have your Enrolled Agent tax practitioner call into the IRS for you and see what is going on. Ask for their full name, badge number and a phone number to call them back on.

Please help spread the word. So many clients have already reached out with scam voicemails and texts this year.

Cheryl

Know the difference between impersonators and the IRS to protect yourself from scams.

01/14/2026

PSA: New and updated changes on tax returns for 2025-

-If you worked qualified FLSA overtime, please send your final check stub from your work so we can deduct the "half" time. (note-only the half time is deductible on Federal, not the entire "time and a half"). Some W2s will have the overtime in box 14, but not all.

-If you received tips in an eligible industry per the IRS, there is a deduction for no federal tax on tips for both W2 and self employed individuals. Up to $25,000.

-2025 tax year is the last year for energy efficient home improvement credits-roof, windows, doors, water heater, furnace, a/c, heat pump, solar, etc. Please send the invoices.

-2025 tax year is the last year for the tax credit on the electric vehicles, if purchased before the cut off deadline. Include the paperwork if the credit was not taken at the dealership.

-For new cars purchased in 2025, that were finished in the USA, there is a deduction for the car loan interest. If this applies to you, we will need to check the VIN to make sure it qualifies.

If you have any questions, please feel free to contact me.

Cheryl

01/14/2026

Happy 2026! I hope everyone had a Merry Christmas, wonderful holiday season and Happy New Year!

We are back in the office gearing up for tax season. The IRS has announced they will begin accepting tax returns on Monday January 26, 2026. Refunds will not be released until mid to late February.

Gather up your documents as they are sent out and contact me when you are ready to file. All W2s and 1099s should be out by January 31st, and brokerage documents out by February 15th.

All the best,
Cheryl and Alexis

10/02/2025

13 days until extensions are due! If you have not sent in your documents, please do so asap! Thank you.

Cheryl

09/23/2025

Only 22 days until personal extension deadline! If you filed an extension and still need assistance, please contact me ASAP to get on my books. I will need all documents by October 1, 2025 in order to guarantee that the tax returns will be filed timely. Thank you!

Cheryl

04/01/2025

Tax deadline is quickly approaching! If you still need your 2024 tax return filed, I will need your documents no later than April 7th. The earlier, the better. You can send a secure email or drop them off in person. Please contact me for drop off appointments.

If you need an extension filed, contact me ASAP. The extension gives you extra time to file, however all balance dues are due still due April 15th. Any balance dues paid after April 15th will have penalties and interest applied.

Cheryl
801-897-6991
[email protected]

02/10/2025

PSA: Tax season is unfortunately a time for MANY scams. Please protect yourself. The latest one is coming in the form of a text message from the "IRS". Reminder that the IRS will NEVER text or email and rarely calls (unless you are already in an audit.) All of their correspondence is done through the mail. If you think something feels off when someone calls you, ask for a badge number or hang up the phone. Do not give out personal information. DO NOT click the link in the texts. Do not send anyone gift cards, the IRS does not accept payment in gift cards.

Attached is an example of a scam text received by two clients today. I am sure there are many variations out there though.

Please share with others!

02/02/2025

Reminder: If you had health insurance in 2024 through the Health Insurance Marketplace (healthcare.gov), you will be receiving a 1095-A and this form MUST be filed with your tax return. The return will get rejected without it. Even if you had no earned income for 2024, a tax return must be filed with the 1095-A. The 1095-A forms have been mailed out by now, so keep an eye on your mailbox. This form is very important!

Cheryl

02/01/2025

Happy Tax Season! The IRS is up and running and the office is fully open. If you need assistance for 2024 tax season, please contact me at 801-897-6991 or [email protected]. Text and email is preferred since I do many phone calls with the IRS daily.

Prior clients have priority for appointments. I do have a waiting list for new clients, but I can usually add a few new clients a year. Please contact me to make an appointment before dropping off documents!

Thank you!

Cheryl

01/21/2025

Some of the most overlooked tax credits are for energy efficient home improvements. Please let me know if you do any improvements on your primary home! Examples of items that may count towards a potential credit- roof, solar, doors, windows, furnace, water heater, a/c system and insulation. If you did any of these improvements to your primary home in 2024, make sure to send me a copy of the invoice.

*Note: Items must be new. Some items we can only claim the credit for the actual product, not the labor installation.

If you make home improvements for energy efficiency, you may qualify for an annual tax credit up to $3,200.