Good morning Tax Pros, let’s sharpen up and stay focused as we move closer to tax season. 💡Tax Tip of the Day: Create a “Filing Readiness Checklist” for every client. This saves you time, reduces back-and-forth messages, and keeps your workflow smooth. Your checklist should include: - W-2s - 1099s - Child documentation - Business income + expenses - Identity verification - Bank details A prepared client = an easier season for you. 🧠Motivation + Support for the Season: Tax season is not about perfection it’s about preparedness, consistency, and confidence. You’ve been learning, training, and building your systems all year. You’re more ready than you think. Remember: “Every return you file grows your experience. Every challenge you face sharpens your skills.” You’re not just doing taxes you’re running a business, serving families, and changing financial futures. Keep going. You’ve earned your spot. 📜Tax Law Update: For Tax Year 2025, the IRS has confirmed: - Standard Deduction Increase: Single: $15,950 Married Filing Jointly: $31,900 Head of Household: $22,650 - - EITC income thresholds have increased slightly, allowing more taxpayers to qualify. - IRS is strongly encouraging the use of the Document Upload Tool (DUT) for responding to notices making client interactions faster and more efficient. 🎯Today’s Task: Add today’s tax law update into your CRM or client education notes and prepare one simple post you can share to educate your audience.

Good morning Tax Pros! We’re getting closer to the start of tax season, so let’s make sure the foundation is solid before January hits. I hope by now everyone has: ✅ Renewed their PTIN ✅ Completed their Due Diligence CE credits ✅ Started building their VIP client list for next month These are non-negotiables if you want to operate like a true professional this season. 🔥Why This Matters: Your PTIN keeps you legal. Your Due Diligence credits keep you compliant. Your VIP list keeps you profitable. This is the season where preparation becomes power. 🎯Today’s Task: Add 5 more names to your VIP list — past clients, referrals, or strong prospects. January is about filing… December is about positioning yourself.

Good morning Tax Pros welcome to December 1st! We’ve got 30 days left in 2025 to tighten up, finish strong, and step into 2026 with confidence and systems in place. “Don’t count the days — make the days count.” This is the season of alignment, not panic. Everything you do this month from communication to consistency sets the tone for how your next tax season starts. 🔥Tax Pro Tip: ✔️Use the first week of December to re-engage your past clients. ✔️Send a warm-up message reminding them you’re preparing for the 2026 season and offering early access or priority booking. 💡 Example message: “Hey [Name], hope your holidays are off to a great start! I’m getting ready for 2026 tax season, would you like to lock in your spot early for January filing?” 🧾Task for the Week: ✔️ Update your CRM with 2024 clients ✔️ Create or refresh your tax season waitlist form ✔️ Schedule your first 3 promotional posts for December ✔️ Double-check your EFIN, PTIN, and bank product setup 💬Discussion Question: What’s one thing you’re committing to finish strong this December? Drop it below ⬇️ Let’s close 2025 like the bosses we are. 💪🏾

A major update just reshaped the landscape for millions of U.S. workers - and tax professionals need to be ready. The Big Beautiful Bill Act, signed on July 4, 2025, introduces a brand-new temporary deduction that allows eligible taxpayers to exclude up to $12,500 ($25,000 MFJ) of qualified overtime pay from taxable income from 2025 through 2028. Below is a quick breakdown to help you stay ahead of the changes and guide your clients with confidence. 🆕 What the New Overtime Deduction Offers For tax years 2025–2028, eligible individuals can deduct: - $12,500 for Single, HOH, or MFS - $25,000 for Married Filing Jointly This applies only to the premium portion of overtime pay - not the entire OT wage.

Tax Pros, listen… December is not the month to slow down — it’s the month to shift your mindset so you walk into 2026 stronger, clearer, and more intentional than ever. This season is where leaders separate themselves from people who just “prepare taxes.” Your mindset right now determines your money later. 🔥Mindset Shift of the Day: “I don’t wait for opportunity — I create it through preparation, consistency, and confidence.” Stop worrying about who’s watching you. Stop doubting if you’re ready. Stop comparing yourself to tax pros who are louder but not better. You’re building a real business. You’re learning the compliance. You’re strengthening your skills. You’re showing up even on days you don’t feel like it. That’s what makes you unstoppable. 💪🏾Motivation for the Week: December is your advantage. • While others are distracted — you’re organizing. • While others are unsure — you’re studying. • While others are waiting — you’re promoting. • While others are quiet — you’re visible. Success isn’t luck. Success is daily decisions stacking into a strong season. 🧠Today’s Reflection Question: What mindset do YOU need to adopt this month to become the tax pro you see yourself becoming?