Magnolia Tax Service

The IRS sends you a notice! What to do? This month's letter walks you through the process, plus much more!

Tax Update Newsletter: June 2026 As summer settles in and schedules fill up, a few smart decisions now can help you avoid costly surprises later. In this issue, there are strategies to strengthen your financial footing – from midyear tax planning opportunities to knowing when to call for help with an IRS notice. There is also...

Want a lower tax bill? Your tax planning needs to start now!

Tax Update Newsletter: May 2026 With so much uncertainty in the economy, the tendency is to step back and wait until things settle down. On the other hand the early bird catches the worm. Now is a great time to be thinking about steps to reduce your tax obligations, both this year and into the future. This month an article is pres...

From American tax history to everyday money habits, this issue connects past and present. Test your tax history knowledge, reset your finances, and rethink the tech ideas shaping your decisions.

Tax Update Newsletter: April 2026 Anniversaries have a way of bringing forgotten pieces of history back into view. As the United States marks 250 years of independence in 2026, we're reminded that money has shaped our national story in surprising and sometimes strange ways. In this month’s newsletter, test your own knowledge a...

March momentum starts now - smart 2026 tax planning, credits vs. deductions, retirement tips for every age, and stronger protection against 2FA scams. Read more in this month's newsletter.

Tax Update Newsletter: March 2026 March is all about momentum, especially when it comes to planning ahead for 2026. In this month’s newsletter, we explore why your tax planning cycle begins now and share practical steps to help you get started in the right direction. A key part of this strategy is understanding the difference...

A little preparation can make tax season smoother. This month's newsletter shares tips for early organization, avoiding IRS issues, cutting hidden costs, and helping protect your kids online.

Tax Update Newsletter: February 2026 A little preparation can change the entire tax return experience. In this month's newsletter, read about how getting organized early with a clear checklist can help you gather the right information and avoid last-minute pressure. You'll also learn how spotting easy-to-miss income sources can help yo...

New tax rules arrive in 2026 - get a quick preview and simple steps to make your 2025 filing easier. Also have fun with our annual holiday quiz.

Tax Update Newsletter: December 2025 Plenty of new tax laws are set to land in 2026. This issue gives you an easy way to size them up, along with several practical moves to help make filing your 2025 tax return feel a whole lot easier. You’ll also find our holiday quiz – a fun way to test what you know about the traditions...

End the year strong with these last-minute tax tips, Social Security updates, 5 money terms you should know, and how you can participate in the rise of the DIY economy. Smart moves start here.

Tax Update Newsletter: November 2025 As 2025 starts to wind down, now’s your chance to make some strategic moves that could pay off well into next year. In this month’s newsletter, we’re focusing on key actions that can sharpen your finances as we head into the final few months of the year. First up: a final tax plann...

Tax laws can change - fast. What saved you money last year might cost you now. This month's issue breaks down smart tax moves to help you stay ahead and keep more of your income.

Tax Update Newsletter: October 2025 Tax rules aren’t set in stone...what worked last year might not work this year. If you're not keeping your tax strategy up-to-date, you could be inviting a bigger bill from the IRS. In this month’s issue, we’re breaking down practical tax tips to help you stay ahead and keep more o...

Did you file an extension for your 2024 tax return? The final deadline to submit is October 15th-but don't wait until the last minute! Please book your tax appointment by October 1st.

Tax Update Newsletter: September 2025 Friendly Reminder for Extended Filers: If you filed an extension for your 2024 tax return, please remember the final deadline to submit is October 15, 2025. To ensure we have ample time to prepare and file your return accurately, I kindly ask that you send your paperwork and schedule your appointmen...

A new tax law has been passed. Lots of changes are here and will affect us in 2026. Beyond the noise from the media, here is what you really need to know.

Tax Update Newsletter: August 2025 The One Big Beautiful Bill Act (OBBBA) passage does a lot to make expiring tax laws more permanent for 2026 and beyond. But it also makes substantial changes to the 2025 tax landscape. This month's newsletter covers some of the major changes impacting your taxes for this year and action steps to tak...