We are in the midst of the calm before the storm that usually starts around February every year: Tax season. While I enjoy almost every conversation during this time period, I find myself wishing I had known about some of our client’s tax developments earlier in the year, when we still had time to act on them.
That’s why I’m opening up 10 appointment slots this coming month for tax planning sessions for individuals and businesses who had or are planning major transactions in 2025. Two sessions are already booked and we’ll keep the remaining 8 open on a first come first serve basis.
I know the end of the year is hectic, but spending an hour or two now to review your tax situation could save thousands. Whether it's the new provisions in the One Big Beautiful Bill—tips, overtime, senior deductions, car loan interest, SALT cap changes—or standard year-end planning, there are likely opportunities we should discuss before December 31st.
If you’re interested, please book an appointment on the portal and email me questions ahead of the scheduled session.
As an FYI, we’re internally in the midst of some system changes. One is an update to the tax software that will allow you to submit organized tax documents online and another is a new portal with a phone app.
I will keep you up to date as we implement these changes to remove frictions in the way we deliver our services.
Happy Thanksgiving to you and your families!
Sunbridge Advisory
Your dedicated finance and tax team
DISCLAIMER OF TAX ADVICE: Any discussion contained herein cannot be considered to be tax advice. Actual tax advice would require a detailed and careful analysis of the facts and applicable law, which we expect would be time consuming and costly. We have not made and have not been asked to make that type of analysis in connection with any advice given in this e-mail/newsletter. As a result, we are required to advise you that any Federal tax advice rendered in this e-mail is not intended or written to be used and cannot be used for the purpose of avoiding penalties that may be imposed by the IRS. In the event you would like us to perform the type of analysis that is necessary for us to provide an opinion, that does not require the above disclaimer, as always, please feel free to contact us