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First the holidays, then it’s Tax Season!

By Blog

The weather is now getting colder and we will soon be in the holiday season.We are gearing up for the next tax season from January – April 15, 2025.
Melissa Tax LLC now offers you a convenient online account to:

    • Access your documents securely
    • Upload your W2s, 1099 using only your phone
    • Text or chat with our staff
    • Retrieve your Tax return when you need it

Please activate your client portal account before Thanksgiving, so we can begin getting your account organized

Our base price will remain the same:
$300 per tax return.
$350 for those with a Schedule C business.
Special $50 off – for those who get active in the portal NOW and use it to complete the tax return Feb 15, 2025.

Can you help us with planning?
Poll
Let us know

  • I’m with you for next year yes or no
  • will use the client portal for the $50 discount
  • will NOT use the client portal – I need to be seen in person only.

End of Year Tax Tips:

  • Ensure your basic information in your client account is updated. Add your Driver’s License, SSN cards, Kid’s Birth certificates
  • Bring your income info (w/2 or 1099s) in January. You have to give us your information. The “same as last year” is not sufficient. You’ll miss out on deductions if you do not give us the correct info.
  • If you get paid in cash, or off the books, you are considered self-employed. So you actually have a business. Keep track of your business related expenses to get deductions to reduce your income.
  • Let’s pay attention to Trump’s tax plan to see if any benefits are effective in 2024.

As always, reply or give us a call if we can help you in any way.