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Expect long delays on refunds by check.

In accordance with Executive Order 14247, Modernizing Payments To and From America’s Bank Account, signed on March 25, 2025, the U.S. Department of the Treasury, in coordination with the Internal Revenue Service and other federal agencies, is advancing the transition to fully electronic federal payments. This policy shift includes phase out of paper tax refund checks…

2025 Questionnaire now available

The 2025 Questionnaire is now available to download and complete before dropping off your tax return. Accurate information is important to completing a correct return and avoiding overpaying taxes and penalties. You can find the form here.

One Big Beautiful Bill Information

From time-to-time we need to provide our clients with important tax legislation that could impact their yearly federal income taxes.  One such piece of tax legislation is the recent passage of the “One Big Beautiful Bill” (OBBB) signed into law on July 4, 2025, containing over 800 pages.  We’ve received many questions about the effects…

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