Information on 2025 Tax Year
It is that time again when we all must prepare to have our Federal Income Taxes filed.
Deadlines for tax information to be in our office is March 17, 2026 for Individual Returns.
For Corporations, LLC’s or Partnerships, the due date for information to be in our office is February 20, 2026.
If a new automobile (year model 2025 or 2026) was purchased during 2025, a copy of the Bill of Sale containing the VIN number will be needed.
If you received overtime pay during the year, a copy of your LAST paystub reflecting overtime will be needed.
ALL Clients must COMPLETE the 2025 Required Client Information Packet (click here) to ensure all information is up to date. This is for YOUR benefit and to help make the process as flawless as possible. This includes bank account information. (Bank Name, Routing Number and Account Number)
We do not keep bank account information in our system for security purposes.
Dependents names, dates of birth and sex at birth must be listed on your Information Packet. If they have been on your previously filed tax returns we will have their Social Security Number.
The information that we ask for is all necessary for the accuracy of your return. Please take the time to answer ALL questions . It can and will save time and possibly money in the long run.
IRS Payment Information
Please note that the U.S. Treasury has discontinued issuing paper refund checks effective September 30, 2025. To avoid delays in receiving your refund, be sure our office has a correct bank account on file BEFORE your return is filed. If banking information is not provided, you may be required to contact the IRS directly for refund processing. While electronic payments to the IRS are not currently required, they are strongly encouraged for faster, more reliable processing.
Please bring all information at one time. We understand that brokerage and investment statements can run late into March before you receive them and we will do our best to accommodate. Bringing additional information after you have informed us that your return is ready to be completed will result in additional fees if your return must be revised.
If you need an extension of time filed, contact our office by email (doris@rabcpa.com). This MUST be done by email. Remember that this only extends the time requirement for returns but does not extend the time to pay any tax liabilities. In the event additional taxes are due and remitted after April 15, you will be subject to late payment penalties and interest.
You will need to inform us of the amount you intend to send with your extension request.
Other Information:
After bringing your COMPLETED forms and tax information to our office, it is placed in the order it was received. It is logged into our tracking system and the information is sorted as needed. Returns are processed as quickly as possible but the emphasis is on accuracy.
When the return is complete and ready for review our office staff will contact the client via phone, email or text. After review, the clients signature(s) is required before it can be transmitted to the IRS. After being transmitted to the IRS, our office will receive a confirmation that it was accepted or rejected. If rejected, our office staff will determine what issues are causing the rejection and will contact the client for further information as necessary. The return will be corrected and transmitted again.