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Tax news & tidbits
Cyndi’s plain-English client letters and tax tips — now easy to read on any device.
Client Letter · July 2025
Tax Considerations from the One Big Beautiful Bill Act
Permanent rates, the higher SALT cap, the new senior deduction, tips and overtime, green credits ending, and key business changes.
Read the update →
Tax Tidbits · Aug 2024
Energy Efficient Home Improvement Credit
Annual limits for windows, doors, heat pumps and audits — and the difference between a credit and a rebate.
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Tax Tidbits · July 2024
Beware of Scammers Posing as the IRS
How the IRS really contacts you and the tell-tale signs of a scam.
Read more →Stop dreading April 15th.
Let’s build a plan that keeps more of what you earn — and takes the stress off your plate.