Access Tax Professionals

07/13/2026

If you know me, you know this is one of my favorite conversations to attend. Thank you so much to all that support me in my tax business and make this possible. 22 hours of tax law so I can learn all I can to help others. I feel so lucky to be here today.

02/17/2026

Starting in 2026, charitable tax rules change under the One Big Beautiful Bill Act, introducing a 0.5% of AGI floor for itemized deductions, meaning only gifts exceeding this amount are deductible. However, a new universal deduction allows non-itemizers to deduct up to $1,000 ($2,000 married) in cash gifts. High-income earners face a 35% cap on the tax benefit of itemized donations.

12/09/2025

🚨 Important IRS Update 🚨

Starting September 30th, the IRS will begin to phase out paper tax refund checks in favor of Direct Deposit.

This move aims to help you:
✔ Get your money faster and more securely
✔ Reduce the risk of fraud or a lost check
✔ Avoid unnecessary payment delays

What to do now:
If you still get federal payments by paper check, now's the time to switch. Here are your options:
👉 Online: Visit GoDirect.gov to sign up for direct deposit.
👉 By Phone: Call the Electronic Payment Solution Center at 800-967-9667 (Mon–Fri, 9 AM–7 PM ET).
👉 Contacting your Tax Professional.

Making this change helps you get your money faster and protects your funds from theft or delays. What are your thoughts on phasing out paper checks?

12/05/2025

Welcoming a new member of your family will come with new benefits under the Working Families Tax Cuts. The and Treasury have issued guidance that overviews how Trump Accounts work and answers questions on creating the account, the $1,000 pilot program contribution and more. Taking advantage of this individual retirement account (IRA) for your child starts them off with a leg up. These funds cannot be withdrawn from the accounts until January 1 of the year the child turns 18. After that point, the account is treated like a traditional IRA.

Learn more about Trump Accounts at https://ow.ly/nYLo50XBrVx.

12/05/2025

The and Treasury issued updated guidance on how to claim a deduction for tips or overtime compensation for tax year 2025. : Make sure your clients are aware and ready for filing season. https://ow.ly/4EfN50XxBll

12/05/2025

11/13/2025

You can securely upload information to us with the IRS documentation upload tool. Get access through an IRS notice, phone conversation or in-person visit.