The document that seems to cause the most stress is the tax organizer, which we send to you each January to help you collect and organize your tax information. We understand that completing the organizer can be time-consuming and frustrating. Our goal is to make the process as simple as possible, which is why we are transitioning to a new platform, SafeSend. We hope that this transition will help streamline the process for our clients. 

We intend to send out the 2022 tax organizers the week of January 23rd, 2023. Before we do so, we will send out more information on how to use SafeSend. Be on the lookout!

Non-Business Energy Credits

The Inflation Reduction Act energy credit rules have been extended through 2022. If you made energy-efficient improvements to your primary residence in 2022, you can use the Energy Star website to confirm whether your improvements qualify.

Common improvements include:

  • Exterior windows
  • Central air conditioning
  • Certain roofing materials
  • Water heaters

Please note that more minor improvements, such as new energy-efficient appliances or light bulbs, do not qualify for this credit. 


For 2022, third-party settlement organizations (TPSO) are required to issue 1099-Ks to any payee who received more than $600 during the year; this new requirement for 2022 differs significantly from prior years. Therefore, we expect many clients to receive the forms this tax season. 

If you received payments from TPSOs, such as eBay, Etsy, Airbnb, Venmo, or Uber, over $600, you should expect to receive a 1099-K. You must provide this information with your tax documents, as you'll be required to report the earnings on your tax return. If you received payments and did not receive a 1099-K, please check your online accounts with these organizations to confirm that they did not issue anything electronically. 

Please note that this should not apply to individuals who've used these services for personal purposes (i.e., sending money to a family member or friend).

2023 Retirement Limits

There have been significant increases to the retirement plan contribution limits for 2023. If you are participating in a plan and intend to max out your contributions, it is important that you update your deferrals in January to accommodate the increases. Contact your employer for more information on making these changes.

2023 Contribution Limits for Employees:

  • 401(k), 403(b), 457, and TSP: $22,500 (plus a $7,500 catch-up contribution for participants over age 50)
  • IRA: $6,500 (plus a $1,000 catch-up contribution for participants over age 50)
  • SIMPLE IRA: $15,500 (plus a $3,500 catch-up contribution for participants over age 50)

REMINDER: 2022 1099-NECs

1099’s are required for anyone (except corporations) to whom you have paid $600 or more in a calendar year for services, including rent.  

1099-NEC forms are due on January 31st, 2023. However, we highly encourage our clients to request W-9s from their vendors and contractors now to avoid complications in January. Please upload completed W-9s to your client portal or send them securely to our office as soon as you receive them. The deadline to provide 1099 information to our office is January 18th, 2023.  

Office Hours

Monday - Friday

9 AM - 4PM

Our office will be closed for the holidays on:

Friday, December 23rd

Monday, December 26th

Friday, December 30th