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