Cheers to a stress-free tax season!

Happy 2025! To celebrate the new year, I’m gifting you a personalized New Year’s resolution: Never miss a tax deadline in 2025!

Let’s start with what’s due this month:

January 15th

• The final installment of your 2024 estimated tax (Form 1040-ES) is due.

January 31st:

• Employers must file W-2s and send a copy to each employee.
• Form(s) 1099-NEC must be filed and a copy sent to recipients.
• Form 940 is due.

This one isn’t an official tax deadline, but it’s still something you need to do in January: Close out your books for 2024!

Preparing for the upcoming tax season can feel overwhelming, but we’re here to make it seamless and stress-free. Here’s how we can help:

• Step-by-Step Guidance: Whether you’re an individual or a business owner, we’ll provide you with a checklist of all the documents and information needed for a smooth tax preparation process.
• Personalized Consultations: Schedule a consultation with us to discuss your unique financial situation and goals.
• Quick and Easy Booking: Booking our services is simple—visit our website, call us directly, or email us to secure your spot before the tax season rush.

Don’t wait until the last minute—get ahead by contacting us today to ensure a hassle-free tax season. Together, we’ll maximize your returns and minimize your stress!

This tax season I don’t want you to just survive, I want you to thrive! I’ve set you up with everything you need for a stress-free filing season. Hit DOWNLOAD to this email and I’ll send you a copy.

As tax season approaches, we’re here to help you stay ahead and stress-free! At D&P Financial, we specialize in making the tax preparation process simple and efficient. Here’s how you can get started:

Organize Your Documents: Gather all relevant financial records, including W-2s, 1099s, receipts for deductions, and any other necessary paperwork.

Schedule a Consultation: Book your spot early to ensure you get the personalized attention you need. Our calendar fills up quickly during tax season! You can schedule an appointment directly through our website or by calling our office.

Enjoy Peace of Mind: Let us handle the complexities of tax preparation while you focus on what matters most to you. We’ll ensure your return is accurate and optimized for savings.

Whether you’re an individual taxpayer or a business owner, we’ll tailor our services to fit your unique needs. Don’t wait until the last minute—reach out today to secure your spot and make this tax season your smoothest yet!

It’s officially the new year, and here’s what’s changing and staying the same at D&P Financial in 2025.

We’re excited to introduce a new service designed to help small business owners maximize their tax savings: Quarterly Tax Planning Consultations. This proactive approach will help clients avoid surprises at tax time and take advantage of tax-saving opportunities throughout the year. Additionally, we’ve been rethinking our pricing to reflect the enhanced value of our services, ensuring we can continue to provide personalized, high-quality support to every client.

Our commitment to providing stress-free, accurate tax preparation and financial consulting remains our top priority. Our most popular services during tax season include:

• Individual Tax Preparation for busy professionals and families.
• Small Business Tax Services tailored to sole proprietors, LLCs, and S-Corps.
• Tax Resolution Services for those needing support with IRS issues.

We specialize in working with small business owners, freelancers, and high-income individuals who want to maximize deductions and simplify their financial lives.

Getting started is easy! Schedule a free consultation on our website, or call our office directly to discuss your needs. Spots fill quickly during tax season, so don’t wait—let’s make 2025 your best financial year yet!