901 Tax Genie

02/17/2026

🚨 THE PATH ACT LIFTED 🚨
🧞If you’ve been waiting on your tax refund, the wait is over!
🧞As of February 15, the PATH ACT (Protecting Americans from Tax Hikes) hold has officially lifted.
🧞This year the 15th was on a weekend.
🧞The 16th was a federal holiday (IRS closed) That means processing resumes the next business day the 17th.
🧞Expect transcript updates and movement starting today.
🧞The IRS can now start releasing refunds for those who claimed the Earned Income Tax Credit (EITC) and Additional Child Tax Credit (ACTC).

02/05/2026

📢📢 PLEASE WAIT ON ALL OF YOUR DOCUMENTS📢📢

If you're waiting on a W-2, DO NOT rush to file as self-employed.
🚫 Your refund WILL be put on hold if all income is not reported.

🚫 DO NOT file using a check stub.
Check stubs are NOT accurate and will delay your refund. The IRS already has your W-2 information, and if what you file doesn’t match what they have, your return will be flagged and placed on hold.

02/05/2026

Tax Info 📌

During FY 2025, the IRS processed about 1.6 million business amended returns and took an average of over 13 months to do so. Although delays for individual amended returns were less extreme, it took the IRS an average of over five months to process 3.7 million such returns. Refund delays can cause financial harm for taxpayers, as businesses may need their refunds for cash flow purposes and individuals, particularly low-income individuals, may require refunds to pay their basic living expenses.

We recommend the IRS take additional steps to automate the processing of amended tax returns so it can process them more quickly, and we recommend it improve the clarity of the information it provides in notices of claim disallowance and establish procedures to execute Form 907, Agreement to Extend the Time to Bring Suit, to protect taxpayer rights from harm caused by IRS delays. https://ow.ly/77AW50Y4QSN

02/03/2026

Before you file this season, make sure you understand what your preparer actually handles.
Here’s what my team and I are responsible for when working with our clients 👇🏽
✅ Preparing accurate federal & state returns
✅ Properly handling W‑2 and self‑employment income
✅ Reviewing credits for eligibility and documentation
✅ Correcting returns when amendments are needed
I work with clients both virtually and in person, and I serve multiple states.
My focus is on accuracy, compliance, and doing things the right way — not rushing, guessing, or promising numbers just to get you in the door.
If you’re filing this season, make sure your preparer can clearly explain their process.
Transparency and accuracy matter when it comes to your finances. 💼✨

01/30/2026

Taxes made simple. ✔️
Refunds made bigger. 💸
Stress made smaller. 😌

📅 Appointments now open — message us today !

01/30/2026

When someone passes away during the tax year, their taxes usually still need to be filed.
A final tax return is required for income earned from January 1 up to the date of death.

The return is filed using the deceased person’s name and SSN, marked as “Deceased,” and is typically handled by a surviving spouse, executor, or personal representative.
*IF THERE IS AN ESTATE*
Any refund becomes part of the estate, and any balance due must be paid from estate funds—not personally by family members (unless legally responsible).
A death certificate is required WITH the filing.

It’s an emotional process layered with paperwork, so getting professional guidance can make a big difference. This is one of those moments where accuracy really matters.

01/29/2026

Taxpayers want, & deserve, a 21st century tax administration – one that provides clear communication, transparent processing timeframes, secure digital options that resolve problems, and a smooth handoff to live assistance when automation cannot. https://ow.ly/trRM50Y4R0K

01/29/2026

📣📣📣As tax season opens Monday, families with minor children have the option to register for Trump accounts —plus a one-time federal government contribution - when filing 2025 returns.
Enacted via President Donald Trump's "big beautiful bill," Trump accounts were designed to start early wealth building with a one-time $1,000
contribution from the U.S. Department of the Treasury for children born between 2025 and 2028.

📌 To open an account, an election must be made on IRS Form 4547.
📌 Form 4547 can be filed separately or with your 2025 tax return.
📌 Later into year, this election can also be made via TrumpAccounts.Gov

‼️ These funds are allocated to an account for the child until the age of 18, it is not an immediate credit on your tax return.

01/22/2026

Two important Dates:
🚨January 26, 2025 is official EFILE date. If you have filed your taxes you will be able to check the status starting January 27th. It's usually 24 hours after they accept it.
🚨February 15th, the day the Path Acts lift.
Even though you have been filed and accepted you will not see a refund date until after February 15th if you have EIC (Earned income credit) and Additional child tax credit. If you are in any of the categories you will not see a refund date until after February 15th.

01/19/2026

If you or any member of your household had Marketplace Coverage at any point in 2024, you will absolutely need your 1095-A form.
They are available in your account on the website.

https://www.healthcare.gov/

01/17/2026