Tax Dates
TaxUpdate – December 2025
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, which significantly affects federal taxes, credits, and deductions. The following sections provide important information for the 2025 tax season. Unless otherwise stated, all changes apply only to 1040 Individual tax returns.
Helpful information and comprehensive summary of the One Big, Beautiful Bill Act (OBBBA)
OBBBA Business Highlights: Click here >>
Documents to bring to our first meeting
To give Tony a clearer picture of the best way to help you reach your tax and financial goals, please download, read, and fill out the following forms and bring with you:
1. First Meeting—List of Helpful Information
2. Taxpayer Organizer and Engagement Letter for 1040
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information.
US Tax Center
Tax publications are available from the Internal Revenue Service. Find out about IRS phone scams, credit scores, tax tips, and much more.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

