Pay Estimated Tax
If you do not have a paycheck with tax withholding, or didn't have enough withheld, you can pay estimated tax directly to the tax authorities.
Click these links to go to pay online.
Due Dates
April 15
June 15
September 15
January 15
Tax Tips 2025
CREDITS
Energy Credits
Purchase and install qualified energy efficient property by 12/31/25. Click here for more info.
- up to $1,200 for energy-efficient windows or insulation
- up to $2,000 for heat pumps
- 30% of solar energy costs
DEDUCTIONS
Educator Expenses
$300 deduction for eligible educator expenses. Keep track of them!
Charitable Contributions
Up to $1,000 for non-itemizers!
Student Loan Interest
Deduct up to $2,500 in student loan interest. The credit begins phasing out at income of $80,000 for single filers and $165,000 for married filing jointly.
Personal Exemption for 65 & older
Up to $6,000 additional deduction for seniors! Phased out after AGI exceeds $75,000 ($150,000 MFJ)
Contribute to an IRA or qualified plan by 4/15/26
File Tax Returns
Please schedule a time to chat with me if you'd like to have us file your tax returns or check out our rates.
Many states provide free e-file service if you meet the qualifications.
California CalFile - File your tax return for free
Federal Standard Deductions
2025
$15,000 Single or Married Filing Separately
$22,500 Head of Household
$30,000 Married filing jointly
If over age 65 or blind, add $2,000 or $1,600 per person if MFJ, MFS or HOH
2026
$16,100 Single or Married Filing Separately
$24,150 Head of Household
$32,200 Married filing jointly
If over age 65 or blind, add $2,000 or $1,600 per person if MFJ, MFS or HOH
Gift Tax
2025 & 2026 Annual gift tax exclusion: $19,000
Click Here to Log into the Portal
-
Upload tax docs
-
Upload accounting docs
-
Complete tasks
-
Fill out a tax organizer
-
Communicate with the team
Rates & Dates
Mileage Rates 2025
Business: 70 cents per mile
Medical: 21 cents per mile
Charitable: 14 cents per mile
IRA Max Contribution for 2025
$7,000 ($8,000 if you're 50 or older)
Contributions can be made up to 4/15/26 to be applied to your 2025 tax return.
IRA Max Contribution for 2025
$7,500 ($8,600 if you're 50 or older)
Due Dates
Change your Withholdings
Fill out a new W-4 to change how much tax is taken out of your paycheck.
You can fill this out and turn it in to your employer anytime and especially if your life situation changes. It's recommended to fill out a new one each year. Please call if you need assistance with how to fill it out.
