Dear Client;

In compiling the information for your 2025 tax preparation, please review your return from 2024.  Please make sure that all of the social security numbers, name spellings, addresses and birth dates are correct.

There are a lot of changes that were made for the 2025 tax return.  Many of these changes have made the headlines such as how Social Security Benefits affect your tax return, charitable donations, Real Estate Taxes and the use of qualified auto interest as a deduction. Please read through our organizers for additional information. We also have links to various websites that help explain some of the aspects that may affect your tax return preparation.

We need copies of your W2's, 1099's, 1095's and any correspondence from IRS.  If you have brokerage accounts, please bring in your 1099-DIV, 1099-INT and 1099-B forms.  The Internal Revenue Service is very good at matching income reported to them with income you report to us.  In the past few years we have seen a dramatic increase in letters from them with income that has slipped through the cracks.  Please make sure you report all security sales to Internal Revenue Service.  In addition to reporting the sale it is very important to report your purchase price. Please bring with you the cost of the securities you sold as well as the date you bought them.  

Being well organized is one way to help keep your fee lower.  Bringing your W-2’s, 1099’s, mortgage interest statements, making sure your expenses are sorted and totaled, these are all time savers for us which ultimately saves you money, not only in your fee but on your tax return. Please use our tax organizer. 

We would all like to thank you for your trust in our services and for your continued patronage.  We hope that this New Year will be good to you and your loved ones.

 Yours truly,

Gordon, Cathy, Jaimie, Regina, Rob, David

Phone 253-565-8333