Will you get a bigger tax refund this year?
Possibly. According to various sources, it looks like average refunds this year could land anywhere from $300 to $1,000 higher than in previous years, thanks to last year's One Big Beautiful Bill. This, of course, depends on your 2025 withholding.
Not everyone will get refunds, but you won't know where your tax burden (or refund) sits until you file.
DM us to set up an appointment if you're ready to start that process.
0 CommentsComment on Facebook
Housing and transportation costs are down, but looks like there are a few things going up in price this year.
You can’t control which ones go up. But you 𝘤𝘢𝘯 control how much of your income gets taxed before you pay them.
11 Products Getting More Expensive in 2026
www.aarp.org
Expect to pay more for groceries, smartphones and a variety of other products0 CommentsComment on Facebook
"𝘏𝘰𝘸 𝘮𝘢𝘯𝘺 𝘒𝘗𝘐𝘴 𝘴𝘩𝘰𝘶𝘭𝘥 𝘐 𝘵𝘳𝘢𝘤𝘬 𝘪𝘯 𝘮𝘺 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴?"
We recommend structuring them into four core buckets to keep things in order:
1. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗛𝗲𝗮𝗹𝘁𝗵 (2–3)
Examples: Net profit margin, Operating cash flow, Revenue growth rate
2. 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 (1–2)
Examples: Customer acquisition cost (CAC), Retention or repeat rate
3. 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 & 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 (1–2)
Examples: Revenue per employee, Project or delivery completion rate
4. 𝗙𝘂𝘁𝘂𝗿𝗲 𝗚𝗿𝗼𝘄𝘁𝗵 (1–2)
Examples: Sales pipeline value, Lead conversion rate
These are just ideas of KPIs you can set within each category. Your specific industry may require others to effectively reach your goals.
0 CommentsComment on Facebook
Have a tax question?
We'll answer all your questions year-round, but we know this is the time of year when they surface the most.
So drop any questions you have in the comments below. We're ready.
0 CommentsComment on Facebook
Helping you with your taxes is a privilege we don't take lightly. We work hard to serve our clients well every year. Would you be willing to share your experience with others by dropping a comment below?
0 CommentsComment on Facebook
If you adopted a child last year, congratulations. That’s a big moment for you and your family. And it came with some very real costs.
The good news is that the tax code does give you a few ways to recover some of what you spent.
For 2025, the Adoption Tax Credit is worth up to $17,280 per child, with up to $5,000 refundable.
If your employer provided Adoption Assistance, you may also be able to receive up to $17,280 tax-free.
You can use both for the same adoption, just not for the same expenses.
If the adoption involved a child with special needs, you qualify for the full credit regardless of actual costs.
0 CommentsComment on Facebook
The IRS officially starts accepting tax returns today. The first step to a better tax season this year?
Tagging us in to take care of your filing for you. DM us if you want to set up an appointment today.
0 CommentsComment on Facebook