Dear Valued Client,

Recent federal and state tax legislation has introduced significant changes that will impact tax preparation for the 2025 tax year.

To ensure we provide you with accurate and compliant tax services, our team has invested substantial time and resources in continuing education, analyzing new regulations, and studying updated guidance from the IRS and state tax authorities. These complex changes require specialized expertise to navigate effectively.

Due to these significant regulatory changes, along with increased operational costs, we will be implementing a fee adjustment for the upcoming tax season.

We remain committed to providing you with exceptional service while helping you manage costs. We are pleased to offer an early payment incentive: clients who prepay 90% of their 2024 tax preparation fee by December 31, 2025, will receive a 10% discount on their 2025 tax preparation services. Additionally, we will prepare updated W-4 forms for you and your spouse at no additional charge to help optimize your tax withholding for the new tax year.

To take advantage of this early payment discount, please contact our office by December 31, 2025. We can process your payment via check, or you may call us to arrange a secure credit card payment. Please reference this offer when contacting us.

If you have questions about this offer, your previous year’s fee, or how the new tax changes may affect you, please don’t hesitate to contact our office. We’re here to help.

We appreciate your continued trust in our services and look forward to helping you successfully navigate the upcoming tax season.

Sincerely,

Your tax professional