Staff Changes

It is with heavy hearts that we announce the departure of Bruce, Dolly, & Conner from our firm.  We wish them all the best in their new endeavors. Their presence will be missed in the office. For our valued customers, please be assured that there will be no change...

2025 In Review

2025 has been a whirlwind of changes, both in the world of taxes and in our office. While our tax season was relatively normal, in July, the sweeping legislation known as One Big Beautiful Bill (OBBB) was passed, and, in October, the state signed a bill subjecting...

Medicare IRMAA

Why did my IRMAA get increased? For those who receive Social Security, seeing a high increase in the amount withdrawn for the Medicare Income Related Monthly Adjustment Amount (IRMAA) can be a shock. While most Medicare Part A and Part B premiums are fixed amounts for...

2026

The IRS has released the 2026 Federal Income Tax Brackets and Standard Deductions, as well as increases in long-term capital gains brackets and the earned income tax credit, among others. Other deductions and credits that were passed as part of July’s One Big...