Tax Updates for filing Year 2025
If you are a returning client you could update your information before coming in to save time.
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If you are a new customer to the office, save time by using our intake form online
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Tax Updates & Client Forms
Keep your information current and get ready for your next return. Find the forms used by our Waterbury tax office, plus selected federal tax updates to discuss with your preparer.
Tax year 2026 · Generally filed in 2027
Reviewed October 3, 2026
Returning to Our Tax Office?
Complete your update form before your appointment or document drop-off. Let us know about changes since your last return and which tax year you need prepared.
New to the office?
Use our new-client intake form instead.
Forms & Documents for Your Return
Update Your Information
Returning clients can report changes to their contact information, household or tax situation before preparation begins.
Returning Client Update →Provide Your Documents
Use the office upload link and contact us if you need instructions or confirmation of receipt.
Upload Your Tax Documents →Work From Your Phone
The Taxes To Go app offers another way to send documents and work with our tax office remotely.
Get Our Taxes To Go App →2026 Federal Tax Updates
These highlights apply to tax year 2026. They are a starting point for a conversation about your return, rather than a complete list of rules or a promise of tax savings.
2026 Standard Deduction
| Filing Status | Base Standard Deduction |
|---|---|
| Single or Married Filing Separately | $16,100 |
| Married Filing Jointly or Qualifying Surviving Spouse | $32,200 |
| Head of Household | $24,150 |
Special rules, including additional amounts for age or blindness, can affect your deduction. Source: IRS Publication 505 (2026).
Cash Gifts to Eligible Charities
Beginning in 2026, eligible taxpayers who do not itemize may deduct qualifying cash contributions, up to $1,000 or $2,000 for married couples filing jointly, subject to limitations. Keep your donation records.
Deductions to Discuss With Your Preparer
These federal deductions apply for 2025–2028 and have income limits and eligibility conditions. They may be available whether you itemize or use the standard deduction.
Qualified Tips
Eligible workers may deduct up to $25,000 of qualified tips. Occupation, reporting and other requirements apply.
Qualified Overtime
The limit is $12,500, or $25,000 for joint filers. Only qualifying overtime above the regular pay rate is covered—not all wages earned during overtime hours.
Eligible Seniors
A deduction of up to $6,000 per eligible person age 65 or older may apply. It phases out at higher incomes.
Qualified Vehicle Loan Interest
Up to $10,000 may be deductible for qualifying new personal-use vehicles assembled in the U.S. Used vehicles and leases do not qualify.
Review eligibility with the office. Sources: IRS guidance for individuals and workers and IRS Schedule 1-A guidance.
How to Prepare for Your Next Return
Update Your Details
Complete the appropriate client form and tell us which tax year you need prepared.
Gather Your Records
Organize income forms, prior returns and records relevant to your circumstances.
Review With the Office
Discuss changes, supporting documents and preparation fees before completing your return.
Preparing a Connecticut return? State rules can differ from federal rules. Ask us to review the treatment for your situation and tax year.
Tax Updates FAQs
Is this page for updating my client information or reading tax changes?
Both. Use the returning-client form to update your information. The tax-year sections below summarize selected federal changes and link to official IRS guidance.
Which tax year do these updates cover?
The current summary covers tax year 2026, generally filed in 2027. If you are completing a 2025 or earlier return, tell the office so we can apply the rules for that year.
Do I automatically qualify for the deductions listed here?
No. Eligibility depends on the deduction, income, filing status and supporting records. Our office will review your circumstances and the applicable requirements.
What should returning clients tell the office about?
Tell us about changes to your address, household, income, employment, dependents or other tax circumstances. Complete the update form and provide documents for the tax year being prepared.
Keep Your Tax Information Up to Date
Complete your client form or contact our Waterbury tax office for help.
48 Meriden Road, Waterbury, CT 06705 · Monday–Friday, 9:30 a.m.–4:30 p.m.
General information only. Tax treatment depends on your circumstances and the rules for the applicable year.
