We Do Taxes

31/01/2026

What Changes After $100K+”

Crossing a certain income level changes the rules.

At higher income levels:

deductions phase out

credits disappear

mistakes cost more

strategy matters earlier

What worked before won’t always work now.

If your income has grown, but your tax approach hasn’t, there’s room for improvement. Let us show you how. Book a call.

30/01/2026

January is almost over.

W-2s are out. Appointments are available.

Don’t wait until panic season.



https://bit.ly/3T1DVTj- make your appointment here

30/01/2026

The EITC is one of the most powerful tax credits available for working individuals and families, but income limits matter.

Here’s what you need to know for the 2025 tax year ⬇️

Income Limits (Adjusted Gross Income)

Single / Head of Household / Married Filing Separately / Widowed

No children: up to $19,104

1 child: up to $50,434

2 children: up to $57,310

3 children: up to $61,555

Married Filing Jointly

No children: up to $26,214

1 child: up to $57,554

2 children: up to $64,430

3 children: up to $68,675
Investment income limit:
You must have $11,950 or less in investment income to qualify.

Maximum Credit Amounts

No qualifying children: $649

1 qualifying child: $4,328

2 qualifying children: $7,152

3 or more qualifying children: $8,046

⚠️ Important reminders

You must have earned income to qualify

Children must meet IRS relationship, age, residency, and support rules

Last year’s eligibility does not guarantee this year’s credit

💡 Strategy tip:
EITC can significantly impact your refund, but only if your income, filing status, and dependents are reported correctly.

If you’re unsure whether you qualify or want to make sure you’re maximizing what you’re eligible for, book a call with us. We help you understand the numbers, not just file the return.

28/01/2026

27/01/2026

Have You Created Your IRS Online Account Yet?

The IRS now allows taxpayers to create an online account to view their personal tax records.

With an IRS account, you can:

View past tax returns and transcripts

Check balances owed or payment history

See notices sent by the IRS

Monitor account activity in real time

💡 Why this matters:
Having access to your records helps you stay informed, catch issues early, and have better conversations about your taxes.

If you don’t have one set up yet, it’s a smart move to do so—especially during tax season.

And if you’re unsure how to use the information you see, that’s where we come in. We help you understand the data and plan accordingly.

Knowledge is power. Access is strategy.

26/01/2026

Nonprofits: Let’s Talk Compliance.

If your organization is tax-exempt, filing your Form 990 isn’t optional—it’s required to keep your status in good standing.

Missed filings can lead to:

Automatic revocation of 501(c)(3) status

Loss of donor confidence

Ineligibility for grants and funding

The good news?
If your organization lost its 501(c)(3) status, it may be possible to reinstate it with the right steps and documentation.

We help nonprofits:

File required 990s correctly

Understand their compliance obligations

Navigate the reinstatement process when status has been revoked

💡 Compliance protects your mission.
Strategy helps you move forward.

If you’re unsure where your nonprofit stands, let’s have a conversation.

24/01/2026

Let’s Be Clear — We’re Not the Police.

Our role isn’t to judge you or interrogate your life.
Our role is to help you be compliant and use the most advantageous strategies available to you—legally and responsibly.

We work best when we can have a real conversation:

about your income

your goals

what’s working

and what needs to change

💡 That’s how real financial progress starts.
Not by hiding. Not by guessing. But by understanding your full picture and planning intentionally.

We’re here to educate, guide, and help you move forward with confidence.

Let’s talk. Let’s plan. Let’s build.

23/01/2026

Important Reminder About Identification 📌

To prepare your tax return, we must have a valid, unexpired government-issued ID.

Unfortunately, we cannot accept expired IDs. This is not a preference—it’s a compliance requirement.

💡 Why this matters:

Identity verification is required

It protects you from fraud

It keeps your return compliant

If your ID is expired, please renew it before your appointment to avoid delays.

Thank you for understanding and helping us keep the process smooth and secure.

22/01/2026

Self-Employed? Filing Doesn’t Have to Be Complicated.

Running your own business means wearing a lot of hats—taxes shouldn’t be one of the stressful ones.

We help self-employed individuals:

Organize income and expenses

Understand what’s deductible

File accurately and on time

Plan ahead so there are no surprises

💡 Strategy matters:
When your numbers are organized, filing becomes easier—and planning becomes possible.

If you’re self-employed and ready for a smoother tax experience, we’re here to help.

21/01/2026

If your tax preparer doesn’t explain your return…
🚩🚩🚩
You deserve to understand where your money is going.
We explain. Period.