Shasta G. Prunk, CPA

Meet Charli: A brand-new member of the SGP CPA Team and a pro at making clients feel cared for! I'm so excited to work with Charli this tax season! 🥰

After 10+ years in business…we finally have reserved client parking 🙌

And yes, I’m taking new tax clients!

If you’ve been meaning to reach out, consider this your sign.😉

Book a call to get things started: https://app.acuityscheduling.com/schedule.php?owner=32940520&appointmentType=67432455

Oregon Kicker just announced: 9.863% of 2024 tax liability!

Visit DOR's kicker page to discover your amount with the "What's My Kicker?" tool!

Oregon Department of Revenue : Oregon Surplus (“Kicker”) : Individuals : State of Oregon Oregon surplus kicker credit information for Oregon tax returns. Kicker credit.

SENIORS: Heard that Social Security is tax-free now? Not exactly…

BUT, if you’re 65+, you might qualify for a special “senior deduction” (up to $6,000 per taxpayer) if your income is under $175K (single) or $250K (married), whether you’ve started receiving Social Security or not.

Younger Social Security recipients don’t qualify and seniors with income over $75K (single) or $150k (married) will receive a reduced deduction or no deduction at all.😢

Don’t be caught off guard: either way, you’ll still need to provide your Social Security tax form at tax time. 📆

If you don’t have a tax preparer or need a new one, use the link below to schedule a consult call to see if I’m the right preparer for you!

https://app.acuityscheduling.com/schedule.php?owner=32940520&appointmentType=67432455

If you finance a new car between 2025 and 2028 with final assembly in the US, you might qualify to deduct the interest on your tax return!

See this and other new tax provisions at the IRS link below.

One, Big, Beautiful Bill provisions | Internal Revenue Service The One, Big, Beautiful Bill Act has a significant effect on your taxes, credits and deductions.

So proud of Charity! She shared this testimonial after graduating from financial coaching...

"When I first started I was stressing about my finances. I decided to be open about my finances and ask for help. With Shasta’s help and coaching, I was able to save over $11,000 for an emergency fund and $3,000 for a trip. I highly recommend booking an appointment!"

Book your appointment: https://app.acuityscheduling.com/schedule/eba946e7/appointment/66265085/calendar/10503809?appointmentTypeIds[]=66265085