2025 Tax Season news

To My Clients and Friends

2025 was a big year on several fronts!

Personally, I got to married to my wonderful wife Kellie – we were married in June. We have 6 kids in our blended family and life is pretty darn good. We continue to reside in Surprise Arizona.  

Professionally, KMTaxOC continues to grow. We produced just under 1100 tax returns in the 2025 season! That’s a lot! I want to thank all of you for your support, referrals, and patience during the growth. My biggest fear is that this growth will continue and will ultimately diminish my ability to service all of your accounts. Therefore, we are still currently NOT taking on new clients. While I have not opened for new clients, I will continue to take your family members - parents, kids, and new business returns that you may have started this year. 

I think we're all comfortable with the "New Norm" of doing your tax prep appointments virtually. A reminder that I shut down the Santa Ana office in May 2024. While I do miss your handshakes and hugs, I have decided not to have a permanent office in California going forward.

This year I have invested in quite a bit of software that will hopefully make the process of getting your tax returns prepared even easier. 

While we will still use Dropbox, we will be phasing it out over the next few years. We will be sending out a second email with a Checklist to help you collect the documents we need.

· There will be a link/button to view your Checklist. This checklist will have all the items that were on your 2024 tax return. 

· If you don’t have a scanner, you can open the email on your phone, and you’ll be able to take pictures of your documents

· If you do have all your tax documents stored on your computer, you will be able to drop and drag all the files to this link. 

· The system will then sort all your documents automatically according to your 2024 checklist. 

· Any new items / changes to your income or deductions will sit loose in this Checklist folder – and that’s ok, we will review them and apply them appropriately. 

· If there are items from 2024 that don’t apply to 2025 tax year, simply dismiss them in the system. This is an important step as our system will continue to send reminders until all documents we need are accounted for. 

The 2026 Calendar is open all the way through the April 15 deadline.