CFP Tax Service

02/25/2026

Good Day,
I just wanted to drop in and let you know I'm now preparing returns 7 days a week. Whenever you’re ready, I am ready for you!
Education was a big part of my life for the last quarter of 2025. I really studied tax law and how I can legally increase my client's tax refunds (or decrease their tax liability).

With that, this year brings new tax deductions that could increase your refund:

• Worked overtime --there’s a new deduction
• Earned tips-- there’s a new deduction
• Purchased a new car --there’s a new deduction
• Adopted a child --there’s a new deduction

Additionally, many individuals receive a 1099-NEC and don’t realize they may be able to deduct expenses related to that income. Others are self-employed and forget to provide business expenses that could also lower their taxable income. To help with this, I've attached my Business Income & Expense Template so nothing gets overlooked.

Call or text (240-750-5765) to ask questions.

I look forward to working with you.

02/12/2026

I need 100 more tax clients to file.
It costs $0 to share this post. 🔥🔥
AND I WILL GIVE YOU $25 FOR EACH CUSTOMER REFERRAL

02/11/2026

Hi there! It’s been a while since we connected, but with tax season here, I’m offering a $25 cash referral reward for anyone you refer who becomes my client. If you’re looking for a Tax Professional yourself, I’d be glad to help with your return as well. If you know friends or family who could use reliable tax help, please reply “I’m interested” and I’ll follow up.

08/05/2024

We are proud and excited to announce the launch of our new website at:

http://cfptaxservices.com

Our new website can help you in many ways and make your tax time so much easier. How?

Subscribe to our monthly newsletter: Our website hosts our current tax-related newsletter and also an archive of past newsletters so that you can keep up to date on what is happening in the tax world. Or have the latest tax-saving tips and news sent directly to your email inbox! Go to the Newsletters menu tab and subscribe by adding your email address.

Download forms and checklists: Be prepared for your tax appointment by downloading and filling out the information before you have your meeting. This step will save lots of time at the appointment and make the whole process proceed smoothly and effortlessly. A tax appointment checklist can be found under the ‘Resources’ menu.

Review financial calculators and tax resources: Want to find out how much your mortgage payment would be if you refinance? How much do you need to save each year for your child’s college education? http://cfptaxservices.com, click on the ‘Resources’ menu tab and choose from many different subjects that may interest you. Also included under Resources are links to updated tax forms, tax due dates and ‘Where’s my refund?’.

Use the Secure Client Portal to securely send and receive files: Need to send a confidential document to us (like a W-2 or 1099) or access files? Send us a request by email and we will create an account within our portal. You can then log in to the portal on our website and upload a document. Conveniently and securely access your current or prior-year tax returns from your computer or mobile device. All files are encrypted using 256-bit SSL (Secure Sockets Layer). This is the same security used by banks and many e-commerce sites such as Amazon.com.

Pay your invoice conveniently: The website may be available 24/7 for you to make a payment to us. The process is safe and secure and can be done quickly. Just go to http://cfptaxservices.com and click on the ‘Make a Payment’ tab in the menu bar.

We really hope that you will explore our website and use some of the great features that we provide for you free of charge. Thank you for visiting!

Welcome to our website! This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services t...

11/29/2023

Hello Everyone,Countdown to Tax Season 2024! just to let you know,IRS Delays Reporting for Form 1099-K
Following feedback from taxpayers, tax professionals, and payment processors, the IRS announced that the requirement that was enacted in the American Rescue Plan Act of 2021 that lowered the reporting threshold from $20,000 to $600 for third-party networks that process payments for transactions that involve the selling of goods or services will be delayed until 2024.

What if you receive Form 1099-K in 2024?
Since 2023 is again considered a transition year and the delay of the lower reporting threshold was not announced until late in 2023, some individuals may receive a Form 1099-K in early 2024 if the total transactions of their third-party transactions were between $600 and $20,000. For more information,Call me at:240-247-1676 for more tax tip and to set-up an appointment with me