Refunds, Deadlines, and What We Need From You

Refunds, Deadlines, and What We Need From You

As we move through the tax filing season, we wanted to share a quick overview of what to expect regarding refunds, payment deadlines, and extensions for your 2025 tax returns. When to expect your refund  If you have already filed your 2025 tax return and are due a...
2025 Individual Year-End Tax Planning

2025 Individual Year-End Tax Planning

The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, and had several provisions that take effect in 2025 and future years.  To assist you with making decisions on what works best for you and your individual taxes, we have compiled a list of tax...