The Paper Plan-it

🗓️Tax Deadline Reminder🗓️ The deadline for your fourth-quarter estimated tax payment is January 15th. Be sure to complete federal and state (if applicable) payments by the deadline to avoid penalties or interest on the tax owed. If you have any questions or need assistance, our team is here to help you navigate the process and ensure compliance with all regulations. Don’t hesitate to reach out!

As the Festival of Lights begins, we extend our warmest wishes for a joyful Hanukkah to you and your loved ones 🕎✨ May your celebrations be filled with happiness, unity, and meaningful reflection. During this special time, we want to express our deepest appreciation for your ongoing support and trust. You are an invaluable part of our community, and we are truly grateful to have you with us. Wishing you a Hanukkah filled with wonderful moments and lasting memories. Chag Sameach!

Wishing you all a joyful celebration of the birth of Christ! May this time be filled with peace, love, and happiness. Please note that our office will be closed on December 24th and 25th so our team can enjoy the holiday with loved ones. We'll be back on December 26th, ready to assist you. From our families to yours, Merry Christmas!

On behalf of the entire team, we want to extend our warmest wishes to you and your family. Whether you're celebrating with cherished traditions or keeping it simple, we hope your holiday season is filled with joy and warmth. Please note that our office will be closed on December 24th and 25th, but we'll be back on December 26th to assist you with anything you need. Merry Christmas!

With the arrival of the holidays, we want to extend our warmest wishes to you and your loved ones. May your time be filled with joy, rest, and cherished moments. Please note that our office will be closed on December 24th and 25th so that our team can enjoy the holiday season with their families. We'll be back to our regular hours on December 26th. Thank you for your continued trust and support. If you need anything during this time, reach out, and we'll get back to you as soon as possible. Happy and peaceful holidays to all! 🎄

🗓️Tax Deadline Reminder🗓️ The deadline for your fourth-quarter estimated tax payment is January 15th. Be sure to complete federal and state (if applicable) payments by the deadline to avoid penalties or interest on the tax owed. If you have any questions or need assistance, our team is here to help you navigate the process and ensure compliance with all regulations. Don’t hesitate to reach out!

Each year, the Internal Revenue Service adjusts tax brackets, credits, and standard deductions in response to inflation. Today, we’re sharing a comprehensive overview of the key changes coming in 2025. Swipe for more information, and feel free to save this guide for future reference. As always, reach out to our team with any questions or needs. We’re here to help.

Now is the time to prepare for the most amazing season of all … tax season! Okay, so maybe Tax Day doesn’t quite beat the holiday season, but it’s still important to begin compiling key documents. Doing so now can prevent a lot of headaches down the road. And to help you get started, we have put together a quick checklist. Have questions about the upcoming tax season? Reach out to our team! We’re here to help.

The holidays are the perfect time to channel your inner Santa and start making your lists and checking them twice — your tax preparation lists, that is! Ensuring all your tax documents are in order before the season starts is the best gift you can give yourself. With this in mind, we've shared a reminder of some of the documents you'll need to get you started. Swipe through to learn more. If you have any questions or need assistance, our team is here to help. Reach out anytime!

As the holiday season inspires generosity, remember that your charitable contributions made by December 31 can also provide valuable tax benefits. As you wrap up your contributions, keep these important points in mind: ✅ Verify that your donations are made to IRS-approved charitable organizations. ✅ Keep thorough records for your tax documentation. ✅ Remember the deduction limits: generally, cash donations up to 60% of your AGI and non-cash donations up to 50% of your AGI for public charities. If you have any questions or need guidance on your charitable giving strategy, our team is here to assist you!