Pre-season tax letter

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Dear Valued Client,

As we prepare for the upcoming 2026 tax filing season, I want to thank you for allowing me to assist with your tax planning and preparation. My goal is to make the filing process as smooth, accurate, and stress-free as possible.

Use this 2025 Tax Organizer as a starting point, update the information by filling in the PDF and save to your computer and upload with your documents.

Use Guest Portal Login link then select Guest Exchange (on the right).

I will be notified each time files are uploaded.

1. Gather Your Documents: To  make things easier, I’ve included a link to an organizer with a blank  checklist, personal information sheet and questionnaire. Download the PDF, fill in your information, save to your computer to upload or bring with your tax documents. 
2. Upload Your Documents Securely: If you do not need to meet with me, you may upload your documents directly to the client portal (SecureFilePro using GUEST or Verifyle request an initial invite).
3. If you choose to e-mail your information, please take steps to ensure security (i.e., password protecting documents, etc.). The portal(s) are my first choice.
4. Tax documents may be mailed to: 2945Terra Verde Lane Oakley, CA 94561, please use tracking and send duplicates.
5. Schedule for an in-Person Appointment:  I’m available for appointments at my Bethel Island office (6163 Bethel  Island Rd), by appointment. Please note, no mail delivery at this  address.

                                    see ~   What's New for the 2026 Tax Year

Appointment Information

If you would like to schedule an appointment, please contact our office as early as possible. Early scheduling helps ensure timely preparation and reduces the stress of last-minute filing.

If you prefer to submit your documents electronically, please use our secure client portal or contact us for instructions.

A Few Reminders

• Notify us if you moved, got married or divorced, had a child, changed jobs, started a business, sold property, or experienced any significant financial changes during 2026.
• Please review your tax organizer carefully and complete all applicable sections.
• Filing early helps reduce the risk of tax-related identity theft and provides additional time to resolve any unexpected issues.

Documents to Gather for Your 2026 Tax Return

Income Documents

• W‑2 forms
• 1099‑NEC or 1099‑K for self‑employment
• 1099‑INT, 1099‑DIV, and brokerage statements 1098-B
• 1099‑R for retirement income
• Social Security benefits (SSA‑1099)
• Unemployment  income (1099‑G)
• Records  supporting credits such as education expenses, childcare payments, and qualification for Head of Household
• Information regarding major financial changes during the year, including property      transactions, business changes, or significant investments
• Any additional documents you believe may be relevant to your tax return

                                          Itemized Deductions (Schedule A)

If you plan to itemize:

• Out‑of‑pocket  medical and dental expenses and mileage
• State and local  taxes paid, including income or sales tax and property tax
• Mortgage interest statements 1098
• Charitable contributions, both cash and non‑cash, along with receipts

                                                Even if you don’t itemize, you may deduct:

                                             $1,000 (Single)     $2,000 (Married Filing Jointly)

• Casualty or theft loss documentation, if applicable usually state
• Other deductible expenses such as investment fees or un-reimbursed job‑related      costs  usually state

                                             Self‑Employment (Schedule C)

If you operated a business or earned contractor income:

• All 1099‑NEC and 1099‑K forms issued for the year
• A complete summary of gross income not reported on tax forms
• A detailed list of business expenses, including receipts where available
• Mileage logs for business‑related travel
• Records of business asset purchases, sales, or disposals
• Home office information, including square footage and related expenses
• Any additional documents related to business operations or financial changes

                                                   Rental Property (Schedule E)

If you own rental property:

• Total rental income for each property
• Expense records (repairs, maintenance, utilities, insurance, management fees)
• Mortgage interest (Form 1098)
• Property tax statements
• Improvement or renovation records
• Closing statements for any property bought or sold.

Tax season doesn’t have to be overwhelming. Whether you’re self‑employed, own rental property, or simply want to make sure everything is filed correctly, I'm here to guide you every step of the way.

If you have questions about documentation, retirement contributions, or tax planning opportunities, please reach out. We look forward to assisting you throughout the 2026 tax season.

Thank you again for your continued confidence in our services. We appreciate the opportunity to serve you and look forward to helping you with your 2026 tax return.

We wish you and your family a happy, healthy, and prosperous year.

Sincerely,

Paul Laird, EA