R.D. Boorsma & Associates

A widespread system glitch at the Michigan Department of Treasury has caused many taxpayers to receive incorrect "Notice of Adjustment" letters claiming they owe money or will receive smaller refunds. This error, combined with 8–11 week processing delays and automatic manual reviews, has left filers stuck in "pending" status.
To resolve this, you should check your status and respond to notices through the Michigan Treasury eServices portal and verify your identity if requested. If you believe the notice was sent in error due to the system glitch, you may disregard the letter as no correction is needed. For further assistance or to confirm your status, you can contact the Individual Income Tax Line at 517-636-4486.

Changes for tax filling this year 🗽💵

Mark your calendars for the 2026 Tax Season!

🗓️ 2025 tax return filling key dates you need to know:

✅ Jan 26: IRS starts accepting returns.
✅ Jan 31: Deadline for employers to send out W-2s/1099s.
✅ Apr 15: Deadline to file an extension AND pay taxes owed.
✅ Oct 15: Extended filing deadline.

Eligible workers can deduct the premium portion of their overtime pay (up to $12,500, or $25,000 for joint filers) from their taxable income. This is an "above-the-line" deduction, available even if you take the standard deduction. See example below 😁

New Tax Bill 📜

One, Big, Beautiful Bill Act: Tax deductions for working Americans and seniors | Internal Revenue Service FS-2025-03, July 14, 2025 — Provisions from the One, Big, Beautiful Bill Act, which was signed into law on July 4, 2025.

https://www.irs.gov/newsroom/irs-releases-tax-inflation-adjustments-for-tax-year-2025

IRS releases tax inflation adjustments for tax year 2025 | Internal Revenue Service IR-2024-273, Oct. 22, 2024 — The Internal Revenue Service announced today the annual inflation adjustments for tax year 2025.

Learn about the new tax act

One Big Beautiful Bill Act: Tax deductions for working Americans and seniors | Internal Revenue Service FS-2025-03, July 14, 2025 — Provisions from the One Big Beautiful Bill Act, which was signed into law on July 4, 2025.

Scan QR Code for our website to leave us a review or see updated hours and Tax Organizer Form.

Understanding Social Security Benefits and Retirement Age

As we plan for our future, understanding Social Security benefits is essential, particularly when it comes to retirement age and income limits. Here’s a breakdown to help you navigate this topic:
Retirement Age:
Early Retirement: You can start receiving Social Security benefits at age 62, but your payments will be reduced to account for the longer duration of receiving benefits. Full Retirement Age (FRA): This is the age at which you can receive your full benefits. For those born in 1960 and later, the FRA is 67. If you were born before 1960, your FRA will vary (between 66 and 66 years and 10 months). Delayed Retirement: If you choose to delay benefits beyond your FRA, your monthly payments will increase, up until age 70. This can result in significantly larger benefits.Income Limits:
If you begin receiving benefits before your FRA and continue to work, there is an income limit. For 2025, the earning limit is $19,560. If you exceed this amount, $1 will be deducted from your benefits for every $2 earned over the limit.

Click this link to do a quick estimate calculation of your benefits
https://www.ssa.gov/OACT/quickcalc/index.html

We experienced another fantastic season filled with ups and downs, but with our family at R D Boorsma & Associates, we can overcome any challenge.

A heartfelt thank you goes out to Roger, whose talent for connecting with people has made all these years possible.