Good morning, Tax Pros! You made it to Friday — and that means it’s time to reflect, reset, and refocus before we head into the weekend. This week wasn’t about perfection. It was about progress, preparation, and discipline. 💡Tax Pro Reminder: The pros don’t wait until January to feel ready. They use December to clean up systems, sharpen skills, and communicate with their clients early. If you did anything this week to prepare — you’re already ahead. 🧠Mindset for the Day: “Consistency is the quiet confidence that builds unstoppable momentum.” Trust the work you’re putting in now. It’s adding up. 📝Friday Task: Take 15–20 minutes to answer these questions for yourself: 1️⃣ What did I improve in my business this week? 2️⃣ What do I still need to tighten before tax season starts? 3️⃣ What is ONE thing I will commit to working on next week? Write it down. Clarity creates calm.

If you’ve been seeing posts saying “everyone gets $2,200 per child” — pause. That’s not the full story. Here’s the real breakdown ⬇️ ✅ The Child Tax Credit is worth up to $2,200 per qualifying child Those two words matter: up to Here’s how it actually works: • The credit first goes toward any federal taxes owed • If there’s little or no tax owed, you may still get part of it back • The refundable portion is called the Additional Child Tax Credit (ACTC) 💡 ACTC basics: • Max refundable amount: $1,700 per child • You must have at least $2,500 in earned income • Earned income = W-2 or self-employed work • The refund phases in gradually based on income That’s why: ❌ Not everyone gets the same refund ❌ Viral posts can be misleading ✅ Income + work history matter This is exactly why we don’t rely on internet headlines — we rely on facts and the IRS code. 📌 Pro tip: If you’re a tax pro, make sure you’re explaining this clearly to clients before expectations are set. Clarity builds trust. Confusion creates problems.

Good morning, Tax Pros! We’re inching closer to tax season, and Thursdays are for sharpening your skills, tightening your compliance, and building confidence in your role. 💡Tax Law Spotlight: Head of Household (HOH) Filing Status HOH remains one of the most commonly misused statuses — and one the IRS audits heavily. Quick reminder: - The taxpayer must be unmarried, - Paid over half the cost of maintaining their home, - And have a qualifying dependent who lived with them for more than half the year (with limited exceptions). Train yourself and your team to verify, not assume. 🧠Motivation of the Day: “Skill is built in December. Success is built in January. Consistency is built every day.” This is the season to train smarter, not harder. Whether this is your 1st season or your 10th, the professionals are the ones who keep learning. 📝Today’s Task: Choose ONE topic to strengthen today: - Due diligence - Filing statuses - Credit eligibility - Document verification - Intake interviews Study it, practice it, or teach it — mastery starts with repetition. 💬Discussion Question: What tax topic do you feel least confident in right now? Drop it below so we can tackle it together.

Good morning, Tax Pros! Midweek means momentum — not maintenance. We’re in December, and every system you tighten now will save you HOURS when tax season hits. Don’t wait until you’re overwhelmed to organize. 💡Tax Pro Tip: Create a “Preseason Checklist” for your office. It should include: ✅ PTIN renewal confirmation ✅ Bank product setup tested ✅ CRM automations active ✅ Document upload links tested ✅ Client intake + due diligence forms updated Small adjustments now = smooth workflow later. 🧠Motivation of the Day: “Leaders don’t wait for the rush — they prepare for it.” You are the system builder. You are the standard. Your consistency is what builds client trust. 📝Today’s Task: Take 30 minutes to review your onboarding process from start to finish. Ask yourself: Can someone join your office today and understand how to operate without asking you 10 questions? If not — simplify it.

Good morning Tax Pros, let’s sharpen up and stay focused as we move closer to tax season. 💡Tax Tip of the Day: Create a “Filing Readiness Checklist” for every client. This saves you time, reduces back-and-forth messages, and keeps your workflow smooth. Your checklist should include: - W-2s - 1099s - Child documentation - Business income + expenses - Identity verification - Bank details A prepared client = an easier season for you. 🧠Motivation + Support for the Season: Tax season is not about perfection it’s about preparedness, consistency, and confidence. You’ve been learning, training, and building your systems all year. You’re more ready than you think. Remember: “Every return you file grows your experience. Every challenge you face sharpens your skills.” You’re not just doing taxes you’re running a business, serving families, and changing financial futures. Keep going. You’ve earned your spot. 📜Tax Law Update: For Tax Year 2025, the IRS has confirmed: - Standard Deduction Increase: Single: $15,950 Married Filing Jointly: $31,900 Head of Household: $22,650 - - EITC income thresholds have increased slightly, allowing more taxpayers to qualify. - IRS is strongly encouraging the use of the Document Upload Tool (DUT) for responding to notices making client interactions faster and more efficient. 🎯Today’s Task: Add today’s tax law update into your CRM or client education notes and prepare one simple post you can share to educate your audience.