Telephone: (303) 449-3060

Helping people achieve their financial goals since 1991

End of Year Reminders

New Year 2026 concept with hourglass falling sand taking the shape of a 2026

Energy Credits - if you want to claim personal residence energy efficiency credits for 2025 (insulation, windows, heat pumps, solar panels, etc.), the improvement must be installed, placed in service and paid for by 12/31/2025

1099 Threshold - payments to contractors for filing Forms 1099-MISC remains at $600 and above for the 2025 tax year - confirm W-9 information early for accurate reporting

College Invest - contribute by 12/31/2025 for a tax credit to a 529 savings account, and be sure to enroll any child born or adopted in CO on or after 1/1/2020 in the First Step Program for a $118 gift and free matching contributions up to $2500!

Charitable Contributions - there is still time for 2025, although the OBBBA will be changing the rules in 2026. If you are over age 70 1/2 you can still transfer up to $108,000 from an IRA tax-free and help satisfy your RMD. Colorado Gives Foundation can simplify the process

Prepare for the 2026 Filing Season - go to this IRS link to see what's new and get organized!

Proposals Updates

We are still working on sending customized client proposals, but we will not be able to send them to all clients for the 2025 tax year. If you don't receive one, then your process for tax filing in 2026 will be the same as in previous years.

Remember that our new proposals include additional services at no extra cost, including a tax review meeting and a planning meeting. These services will be more important than ever, as many changes are coming with the new OBBBA!

Upcoming Deadlines

January 15 - 4th quarter estimated payments are due

February 1 - Deadline for submitting tax documents to us for LLCs, Partnerships, S-corporations, and November year-end C-corporations

Happy Holidays to you and your families

from all of us !

OFFICE HOURS: Monday through Friday 8:00 to 5:00

We will be closed December 24, 25, 31 and January 1 and 2

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1790 30th St Ste 418

Boulder, CO 80301

nancy@bouldercpas.com