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Knowledge & Updates

Tax tips, year-round reminders, team announcements, and timely tax-law updates — explained in plain language.

Tax Year 2026

Key federal updates to know

Tax-year 2026 items below generally apply to returns filed in 2027. Always review your personal situation with a tax professional.

2026 Standard Deduction

$16,100 single • $24,150 head of household • $32,200 married filing jointly

These are the 2026 federal standard deduction amounts announced by the IRS.

2026 Tax Brackets

Federal rates remain 10%, 12%, 22%, 24%, 32%, 35%, and 37%

Bracket thresholds increased for 2026 as part of annual inflation adjustments.

Retirement Planning

401(k): $24,500 • IRA: $7,500

For 2026, the IRS increased the employee 401(k) contribution limit to $24,500 and the IRA limit to $7,500.

Gather Early

Start your tax file before filing season

W-2s, 1099s, dependent information, business records, and notices can be organized in your Client Portal.

Team Training

Tax training starts December 1 — be ready.

Use this space to post your current team training schedule, deadlines, and preparation reminders.

Year-Round Planning

Don't wait until tax season to ask questions

Use secure portal messaging to stay connected with your preparer and keep records organized all year.

For your records

This page is designed for ongoing updates. We can add or replace bubbles whenever new federal guidance, deadlines, training dates, or business announcements need to be shared.

Sources: IRS tax-year 2026 inflation adjustments and retirement contribution limits.