This season, we focused on leveling up the client experience in a way that feels easier, clearer, and more supportive throughout the entire process. We’re all about making things feel straightforward and stress-free, while still delivering high level work and real strategy. Along with these improvements, we’re also introducing extra client perks and rewards as a thank you for choosing us and continuing to build with us.
Client Updates
Personal Tax Summary PDF: Receive a personalized PDF that simplifies your return, highlights key numbers, and includes tailored tax recommendations.
Improved Client Intake Form: A cleaner intake process for both new and returning clients designed to reduce back-and-forth and help us file accurately.
Client-Only Business Grants: Beginning April 16, 2026, active clients can apply for exclusive business grants ranging from $500 to $2,500
Client Prize Giveaway: Enter for a chance to win two Southwest round-trip flight e-passes and other premium prizes.
Referral Reward: Earn $100 cash for every referral who becomes a paid client.
Tax Updates (Our Top 4)
No Tax on Overtime: Eligible taxpayers may be able to deduct qualified overtime premium pay up to $12,500 (or $25,000 for Married Filing Jointly) to reduce taxable income. The deduction phases out at higher income levels.
No Tax on Tips: Eligible workers may be able to deduct up to $25,000 of qualified tip income to reduce taxable income, with phaseouts for higher incomes.
Increased Child Tax Credit: The Child Tax Credit is worth up to $2,200 per qualifying child, and the refundable portion (Additional Child Tax Credit) may be up to $1,700 per qualifying child if eligible.
100% Bonus Depreciation: Eligible businesses may be able to deduct 100% of qualifying asset costs for property acquired and placed in service after Jan. 19, 2025.