01/10/2026
Dear Valued Client,
As we prepare for the 2026 tax filing season (for your 2025 tax return), I want to share some important information to help ensure a smooth, accurate, and compliant filing process.
The IRS has increased enforcement and review in several key areas, particularly for refundable credits, filing status, self-employment income, and deductions. My goal is to file your return accurately, maximize your legal refund, and reduce the risk of delays or audits.
Please review the following reminders carefully:
Documentation Required
All income must be reported and supported by official documents, including W-2s, 1099s, and other income statements. Estimates are not permitted under IRS guidelines.
Dependents & Filing Status
Claiming dependents and filing as Head of Household require specific qualifications, including residency, relationship, and financial support. Supporting documentation may be requested to ensure compliance with IRS rules.
Credits (Child Tax Credit, Earned Income Credit, Education Credits)
These credits are closely reviewed by the IRS. Additional questions and documentation may be required to confirm eligibility before filing.
Self-Employed & Gig Income
All business income must be reported. Business expenses must be ordinary, necessary, and supported by records. Mileage and home office deductions must meet IRS requirements.
Charitable Contributions
Charitable donations are only deductible if you itemize your deductions. Both cash and non-cash donations must be properly documented. Estimates or undocumented donations cannot be claimed.
Refund Timing
While most refunds are typically issued within 21 days, returns claiming certain credits or requiring additional review may take longer. Refund timing is determined by the IRS, not the tax preparer.
What I Need From You
To get started, please complete the 2026 Tax Client Information Form. This form collects everything I need to file your return efficiently, including:
Personal information (SSN, address, dependents)
Income documents (W-2s, 1099s, K-1s)
Deductions & credits (education, donations, medical, business expenses)
Banking info for direct deposit (optional)
Click below to complete your Tax Client Information Form securely: https://forms.gle/xRDDG9npt3tZTncX8
Please complete the form as soon as possible to avoid delays in filing.
Important Contact Update
Please note that I have a new email address for all tax-related communication:
[email protected]
Kindly update your records and use this email for submitting documents, questions, and correspondence moving forward.
Please understand that I cannot file a return that does not meet IRS compliance standards. This policy protects both you and me from penalties, delays, or future issues.
Thank you for your continued trust. If you have questions about what documents to bring or what qualifies, feel free to reach out before your appointment so we can review everything in advance.
Sincerely,
Stephanie Cane
Tax Preparer
📧 [email protected]
