💰 Tax Tip Tuesday – December 9th

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:

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.

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