Take on Tax Season with Our Last-Minute Tax Preparation Tips

As Tax Day approaches, we understand the pressure many of you might be feeling to get everything in order. Whether you've been caught up in life's demands or simply need a bit of guidance to help you make the most of your tax situation, we're ready to assist. But remember to work closely with your tax, legal, or accounting professional.

One of the most common challenges we see during this time is the tendency to overlook certain deductions and credits, especially when preparation is rushed. Here are some commonly missed deductions and credits that could make a difference:

• Educator Expenses: If you or your spouse is an eligible educator, you may be able to deduct certain unreimbursed expenses. This includes classroom supplies and materials.
• Student Loan Interest: Don't forget you might be able to deduct the interest paid on qualified student loans.
• Energy-Efficient Home Improvements: Have you made energy-efficient upgrades to your home recently? The 2025 One Big Beautiful Bill Act changed many of the rules, but you might consider double-checking.
• Medical Expenses: If your medical expenses exceeded 7.5 percent of your adjusted gross income, you might be eligible to deduct them.¹

We are committed to being your proactive resource during tax time. Let us know if we can provide any insights.