We’re friendly, we’re tech savvy, we’re relaxed, we’re professional and most importantly we get the job done right. As simple as that.
We believe in providing services to our clients that are done right. We want the information we provide to be useful and we enjoy taking the time to explain your financial information to you in a way that you will understand. Communication with you is the cornerstone to our practice. We don't like to nickle and dime and we quote fixed fees for most of our projects. You will understand your expendi
03/26/2026
If you have high state and local tax expenses but have been claiming the standard deduction in recent years, it’s time to revisit itemizing!
Quadrupled SALT Deduction Limit Unlocks Itemizing Benefits for 2025 - Dhalla CPA If you have high state and local tax expenses, learn how the 2025 SALT deduction increase could make itemizing more beneficial for taxpayers
03/12/2026
Typically, filing jointly will save taxes for married couples compared to filing separately. But that isn’t always the case. And sometimes it may make sense to file separately even if it won’t save taxes for the couple overall...read the article to learn why!
If you’re married, should you file jointly or separately? - Dhalla CPA Married couples can file jointly or separately. Learn how each option affects your standard deduction and eligibility for certain tax breaks.
02/26/2026
Charitable donations can be a powerful tax saver for anyone who itemizes deductions. But you must comply with many rules, including obtaining proper substantiation for your gifts. Questions? Contact us today!
Claiming a Charitable Deduction for 2025? Make Sure You Can Substantiate It! - Dhalla CPA Charitable donations can be a powerful tax saver for anyone who itemizes deductions. But you must comply with many rules, including obtaining proper substantiation for your gifts.
02/12/2026
Tax filing season is upon us, and you probably have questions. Here are answers to some FAQs to help. Reach out to us today for further assistance!
Tax Filing FAQs for Individuals - Dhalla CPA Tax filing season is upon us, and you probably have questions. Here are answers to some common FAQs to help.
01/29/2026
Crypto investors: The IRS has introduced Form 1099-DA for reporting digital asset sales in 2025, with more rules coming in 2026. Stay compliant and learn what these changes mean for you. Read the full article for the details!
New IRS Form 1099-DA: What Digital Asset Investors Need to Know - Dhalla CPA The IRS is rolling out Form 1099-DA for the 2025 tax year to bring clarity and consistency to how digital asset transactions are reported.
01/22/2026
Did you know donating cash might not be the most tax-efficient way to support your favorite causes?
If you hold long-term appreciated stock, gifting it directly to a charity can actually provide a "double" tax benefit compared to selling the stock and donating the cash proceeds.
It’s a smart strategy that allows you to give more to the causes you care about while keeping your tax bill in check.
Read our full guide to see a real-world example of how the savings add up! 👇
Boost Your Tax Savings by Donating Appreciated Stock Instead of Cash - Dhalla CPA Are you charitably inclined and looking for a powerful tax-saving strategy? Donating appreciated stock instead of cash may be a good option.
10/01/2025
The One Big Beautiful Bill is changing tax policy. Find out how it will affect you. Questions? Contact us!
What the One Big Beautiful Bill Could Mean for You - Dhalla CPA The One Big Beautiful Bill Act is changing tax policy. Find out how it will affect your taxes going forward.
09/18/2025
Thinking about buying an electric vehicle, installing solar panels or replacing some windows or doors? Act now if you want to claim clean energy tax breaks because they’re expiring soon!
Act soon: Trump Administration Ends Clean Energy Tax Breaks - Dhalla CPA Thinking about buying an electric vehicle or installing solar panels? Act now - clean energy tax breaks are expiring soon!
05/30/2025
If you’re commuting to work and your employer offers tax-free transportation fringe benefits, you need to read this!
Riding the tax break train: Maximizing employee transportation fringe benefits - Dhalla CPA If you’re commuting to work and your employer offers tax-free employee transportation fringe benefits, you need to read this.
05/02/2025
You may spend years building up your traditional IRA, but there is a time when you must start taking withdrawals. Here are answers to frequently asked questions about required minimum distributions. More questions? Contact us!
Questions about taking IRA withdrawals? Answers here! - Dhalla CPA Did you know there is a time when you must start taking withdrawals from your traditional IRA? Here are answers to frequently asked questions
10/17/2024
The federal estate tax exemption is currently $13.61 million, so you may want to think more about saving income taxes for your heirs (rather than worrying about estate taxes). Questions? Give us a call!
Planning your estate? Don’t overlook income taxes - Dhalla CPA The federal estate tax exemption is currently high, so it may be time to think about saving income taxes for your heirs when estate planning