Tax year 2025
2025 Tax Changes Every Worker Should Know
Simple 2025 updates for W-2 employees and self-employed workers: overtime and tip deductions, higher 401(k) and FSA limits, the 1099-K threshold and the QBI deduction.
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Accurate, reconciled books that support tax filing, lending and business decisions.
Whether your books are current or a year behind, we reconcile every account, keep the ledger tax-ready and give you statements you can actually use.
Transaction categorization and account reconciliation on a monthly schedule.
Income statements that show how the business performed over a period.
Statement-by-statement tie-out of bank, credit card and loan accounts to the general ledger.
Bringing incomplete or behind books current, including prior years, so returns can be filed.
Year-end trial balances and supporting schedules prepared for the tax return.
Separating results across related companies and resolving intercompany balances.
Tracking business assets and their depreciation for book and tax purposes.
“…Joshua and his team provide a standard of excellence in customer service unlike any others. A few words come to mind when I think of Santana & Associates accuracy, dependable, fast, friendly and innovative.”
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Tax year 2025
Simple 2025 updates for W-2 employees and self-employed workers: overtime and tip deductions, higher 401(k) and FSA limits, the 1099-K threshold and the QBI deduction.
Read articleCall us or book a 2026 Tax Planning Consultation.
2026 Tax Planning Consultation: 1 hr, $195. Details
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