​Stay current with the latest tax developments:

• IRS provide guidance on new tax benefits for HSA participants under the One, Big, Beautiful Bill. IR-2025-119, Dec. 9, 2025

• ​IRS issue guidance on Trump Accounts  IR-2025-117, Dec. 2, 2025

• President signs MATH Act Dec. 1, 2025​ 

• IRS provide guidance for individuals who received tips or overtime during tax year 2025 IR-2025-114, Nov. 21, 2025

• 401(k) limit increases to $24,500 for 2026, IRA limit increases to $7,500 IR-2025-111, Nov. 13, 2025

Protecting your personal and financial information is our top priority. We maintain a Written Information Security Program (WISP) in compliance with federal and state privacy and security requirements. Our WISP includes administrative, technical, and physical safeguards to protect sensitive data, including Social Security numbers, tax records, and financial information. We also adhere to best practices outlined by the IRS Safeguards Rule and the FTC Privacy & Security Guidelines for Tax Professionals.

​​Reliable sources for tax research and guidance:

• IRS Official Site – Forms, instructions, and official guidance.

• FTC Tax Scams & Consumer Alerts – Tips to avoid scams and protect your information.

• State Tax Agencies – Access to state-specific tax information.

• 2025 CA and Federal Tax Rate Schedules

• IRS Official Site & FTB Official Site – Check the status of your tax refunds.

• ​Tax Policy Center – Analysis of tax policy and legislation.​

• IRS Newsroom – Official IRS updates and announcements.

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