Accounting You Can Count On
Get started with a free consultation!
2025 UPDATES AND IMPORTANT INFORMATION
UPDATES
New standard deduction amounts are as follows:
Married Filing Joint $31,500
Head of Household $23,625
Single $15,750
Married Filing Separate $15,750
Additional Deduction for 65+ and/or Blind:
Single or HOH + $2,000
Married (per spouse) + $1,600
Both 65+ and blind: Double the applicable amounts
**Big Beautiful Bill Act** created a temporary bonus deduction
(up to $6,000 for seniors age 65+)
Appointment Times Available:
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursdays (No in-person appointments)
Fridays 9-4
Saturday 9-4
Closed daily from 12-1 for Lunch
**IMPORTANT DOCS TO BRING**
Be sure to bring all your documents, even if you couldn’t itemize before. The new rules with the
BIG BEAUTIFUL BILL make this especially important!
• W-2 Forms (Due to you by January 31st)
• If you are an employee who gets overtime- PLEASE bring in your last paystub as we will need that
to calculate your overtime credit! (New, due to the Big Beautiful Bill)
• 1099 Forms for misc. income and dividends (1099-MISC and 1099-NEC due to you by January
31st).
• Stocks and Bonds year end statements.
• Charitable Contributions- including clothes, shoes, furniture, as well as taxes on real estate,
property taxes, and any other personal property taxes you may have.
• Bank Routing and Account numbers for refunds/payments.
• Please make sure that we have all current and updated information for you and your
dependents
(phone number, email, mailing address, DOB for new children etc.).
• If you purchased a NEW electric vehicle prior to September 30th, please bring in that
information.
• Tuition Statements- 1098T for yourself and dependents.
• Interest statements from banks and Credit Unions.
• Medical Expenses
• Child Care Statements (please check for provider’s ID number)
• Form 1095A from your Obamacare Insurance Provider
• Statements of Student Loan Interest – 1098E.
The IRS announced that, beginning September 30, 2025, paper refund checks for individual taxpayers
will be phased out- meaning if you receive a refund, it will only be received via direct deposit.
They will no longer issue paper checks.
Although a date has not yet been set, the IRS will also stop accepting checks as payment. You
will have to go online and submit your payments.
If you haven’t already, we strongly encourage all our clients to go online and create an ID.me
account. This account will make it easier for you to access your tax transcripts, notices, as well
as making payments.
About Us
Please call us at 843.753.4300
I've been in business in Cross since 1991. Prior to that I was in business on James Island with my mother. In my spare time, I love spending time with my dog Lucy, watching chill'em kill'em shows (as my late husband would say), and playing around on the computer
My assistant, Anna as been with me for the last 5 years. She is the mother of 3 kids and recently remarried so outside of work she is pretty busy. If she isn't spending time with her family, you can find her tending to her goats, chickens, and turkeys.