IT'S OFFICALLY TAX SEASON 2025!

Please use the office phone number for text and calls.

(442) 229- 0101

There are several important dates taxpayers should keep in mind for this year's filing season.

January 15: Fourth quarter estimated tax payments are due for income earned between September 1 and December 31, 2024. This applies to self-employed individuals and those with insufficient withholding.

January 27: IRS begins processing federal returns. Taxpayer Loan Advances thru refund are accepted. RA Pricing Calculator

January 31: Employers need to issue W-2 forms and most other information returns, including 1099-NEC and 1099 INT.

April 15: First quarter estimated tax payments for 2025 are due on this day, File federal returns, pay owed taxes and request extensions using form 4868. Contributions to individual retirement accounts (IRA) and Health Savings accounts (HSA) for 2024 must also be made by this date.

October 15: Due date to file for those requesting an extension on their 2023 tax returns.

Most refunds issued in less than 21 days; EITC refunds for many available starting February 22-March 3, 2025

BOOK YOUR APPOINTMENT HERE

Due to scheduling availability a $20 nonrefundable fee is now required for booking. You get an email confirmation to review your time and day. It is that same email that you can make changes to your appointment. STARTING March 1 thru April 26, 2025 we will be open for appointments later to serve Nonprofits, S/C Corps, LLC's on THURSDAY, FRIDAY and some SATURDAYS until 11pm. Times and availability subject to change at anytime.

FIRE/DISASTER RELIEF CLIENTS

Please have FEMA and Insurance documents. IRS has given you until October 15, 2025, to file your tax returns.

NEW SECURE UPLOAD TOOL

It is highly recommended that you utilize our new document secure upload tool.

Secure Upload Tool

RENTAL OR BUSINESS EXPENSE SHEET

If you file with a rental or business remember we need your 1099INT and 1098 mortgage statements.

PREFILLING out the forms before your appointment is required. Forms make record keeping more efficient. Those forms are located on our website.

Note: these forms have not changed in over 5 years.

Self- Employed Individual Deductions

Rental Expense Sheet

What you need to bring to the appointment: (Documents can be uploaded to the secure website @ MRGROUP website)

Proof of Identification (government issued ID or passport)
Social Security cards for you, your spouse and dependents, ITIN assignment letter may be substituted for you, your spouse and your dependents if you do not have a social security number.
Birth Certificates for you, spouse, dependents on tax return.
Marriage or Divorce documents along with any adoption or amended certified documents
All wage and earning statements (form w-2, w-2g, 1099-R, 1099 MIsc,1099DIV, etc.
Health Insurance forms 1095 A,B or C
NEW CLIENTS A copy of prior year tax return
Blank check for direct deposit
Both spouses must be present to sign for efile.
Total paid for daycare, provider name, EIN, address and phone number.
Report cards, school, doctors or dentist letters for proof of residency

PLEASE make be aware these documents are required by both the IRS and FTB for COMPLIANCE.

CHILD tax credit for this year remains $2,000 per qualifying child under 17. Of that amount $1,700 is refundable. Families need to be aware of the income phase out limits that effect eligibility. The income limit for receiving the full credit is $400,000 for married couples filing jointly and $200,000 for single filers, head of household, mfs. Once the income exceeds these limits, the credit reduces by $50 for each individual by $1,000

Thank you for your loyalty in choosing us another year.

Please visit our website @ 2025 UPDATES page for updates on gift tax, standard deduction changes, adoption credit, etc. See you soon!

PPIN (PROTECTIVE PIN IDENTIFICATION NUMBER) CLIENTS PLEASE DO NOT FORGET YOUR FORM. IF YOU DID NOT RECEIVE ONE PLEASE LOG INTO YOUR ACCOUNT @ GET YOUR PPIN.

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