Mary Khalil CPA

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Mary Khalil CPA tax preparation and planning

Transform financial uncertainty into clarity by taking the first step towards your financial goals. Visit our website today to learn how expert guidance can help you navigate your financial journey effectively.

Explore how our expert financial services can simplify your life. Visit our website today to discover tailored solutions that meet your unique needs.

http://marykhalilcpa.com

Dear Valued Client,

Tax season has officially started, and Mary Khalil CPA is now accepting engagements for the upcoming filing season.

To help you prepare, we’ve outlined a few important reminders and opportunities below.

✅ Tax Preparation Checklist

Please begin gathering the following documents:

W-2s and 1099s

Prior-year tax returns

Bank and investment statements

Business income and expense records

Payroll reports (if applicable)

Any new asset purchases or sales

A complete checklist will be provided once your engagement is confirmed.

🎉 Early Filing Discount – 10% Off

Clients who sign the engagement letter and submit the required deposit by January 31 will receive a 10% discount on their tax preparation fees.

Early engagement helps ensure:

Priority scheduling

Faster turnaround time

Fewer last-minute issues

🤝 Referrals Welcome

If you know friends, family members, or business owners who may need tax or accounting services, we truly appreciate your referral.
Referral incentives may apply — feel free to reach out for details.

🧾 Business Owners – 1099 Filing Assistance

If you paid contractors in 2025, you may be required to issue Form 1099-NEC.
We can assist with:

Determining who needs a 1099

Preparing and filing forms

Ensuring compliance with IRS deadlines

Please contact us as soon as possible, as 1099 deadlines are approaching.

If you have any questions or would like to get started, reply to this email or contact our office directly. We look forward to assisting you this tax season.

Warm regards,
Mary Khalil, CPA 214-506-1999
Mary Khalil CPA. 214-736-6931

Tax season is just around the corner, and staying ahead of the game can save you both time and money! Here are a few essential tips to help you get prepared:

✅ Keep Records Organized: Start gathering your receipts, invoices, and financial documents now. The more organized you are, the easier tax season will be.

✅ Maximize Deductions: From business expenses to home office deductions, make sure you’re claiming everything you're entitled to. Not sure what's deductible? We can help!

✅ Consider Tax-Advantaged Accounts: Contributing to retirement plans like an IRA or 401(k) can lower your taxable income and help you save for the future.

✅ Don't Forget About Estimated Taxes: If you’re a business owner or freelancer, make sure to stay on top of your quarterly estimated taxes to avoid any surprises come April!

Need help navigating your taxes this year? 📞 Contact us today! We can help you with everything from planning to filing so you can focus on what you do best! ✨



http://marykhalilcpa.com

Mary Khalil CPA We offer professional and affordable bookkeeping and tax services from the comfort of your own home through remote meetings and contactless support.

Tax season doesn’t have to be stressful—let the experts at Mary Khalil, CPA guide you through every step. Whether you need tax preparation, bookkeeping, or year-round financial planning, we've got you covered. We offer both virtual and in-person services to fit your schedule.

✅ Personalized Tax Strategy
✅ Maximize Deductions & Minimize Liabilities
✅ Affordable, Reliable, and Professional Services

📅 Schedule your free consultation today and let us help you make the most of your taxes!

📞214-506-1999
🌐 https://marykhalilcpa.com