Ewerth & Associates CPA, PC

Helping you with your taxes is a privilege we don't take lightly. We work hard to serve our clients well every year. Would you be willing to share your experience with others by dropping a comment below?

If you adopted a child last year, congratulations. That’s a big moment for you and your family. And it came with some very real costs.

The good news is that the tax code does give you a few ways to recover some of what you spent.

For 2025, the Adoption Tax Credit is worth up to $17,280 per child, with up to $5,000 refundable.

If your employer provided Adoption Assistance, you may also be able to receive up to $17,280 tax-free.

You can use both for the same adoption, just not for the same expenses.

If the adoption involved a child with special needs, you qualify for the full credit regardless of actual costs.

The IRS officially starts accepting tax returns today. The first step to a better tax season this year?

Tagging us in to take care of your filing for you. DM us if you want to set up an appointment today.

"𝘾𝙖𝙣 𝙄 𝙜𝙚𝙩 𝙖 𝙙𝙞𝙨𝙘𝙤𝙪𝙣𝙩 𝙤𝙣 𝙢𝙮 𝙩𝙖𝙭𝙚𝙨 𝙛𝙤𝙧 𝙘𝙝𝙞𝙡𝙙𝙘𝙖𝙧𝙚 𝙘𝙤𝙨𝙩𝙨 𝙄 𝙥𝙖𝙞𝙙?"

Childcare is expensive. Daycare, after-school care, and summer programs add up quickly.

The Child and Dependent Care Credit exists to offset a portion of those costs through your tax return.

For 2025, the credit can apply to up to 35% of qualifying care expenses.

The cap is $3,000 for one dependent or $6,000 for two or more.

Whether the credit applies, and how much of it does, depends on the specifics of the care and how you paid for it.

If you’re paying ongoing care costs, this is one of the few places the tax code gives back to you.

What's The Last Date For Employers To Send Out W-2 Forms to Lincoln Employees? https://bit.ly/4bLXB7w

If this is you, you're certainly not the first person we've heard that sentiment from. A lot of people don't know...
- How taxes work
- How to file them
- How to do reduce what they owe
- How to claim deductions and credits
- How to avoid penalties
.. we could go on.

The point is, don't be afraid to ask for help with your taxes.

That's what we're here for.

𝗗𝗼 𝗜 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗳𝗶𝗹𝗲 𝟭𝟬𝟵𝟵𝘀 𝗮𝗻𝗱 𝗪-𝟮𝘀 𝗲𝗹𝗲𝗰𝘁𝗿𝗼𝗻𝗶𝗰𝗮𝗹𝗹𝘆?

The IRS requires electronic filing if you submit 10 or more total information returns, including: W-2s, 1099-NECs, 1099-MISCs, 1095s, and other information returns.

Even if you’re below the 10-form threshold, e-filing is still the cleaner option. It provides instant confirmation from the SSA or IRS and creates a clear audit trail showing when and how your forms were submitted.

Get married in 2025? Or maybe the reverse?
Either way, a change in your marital status means changes to your tax filing.

Here’s what you need to do now before filing your taxes:
❗️Notify the Social Security Administration ASAP about name changes (or your refund could get delayed).
🏠 Update your address with the IRS, U.S. Postal Service, and your employer so you get tax documents and notices on time.
💰 Check your withholding... it might need adjustment.
🤔 Decide whether you’re filing jointly or separately. Run the numbers to see what makes the most sense for your situation.

(𝘞𝘦 𝘤𝘢𝘯 𝘩𝘦𝘭𝘱 𝘸𝘪𝘵𝘩 𝘵𝘩𝘰𝘴𝘦 𝘭𝘢𝘴𝘵 𝘵𝘸𝘰.)

It’s hard to get ahead in this economy. But what makes that climb even steeper?

𝗪𝗿𝗼𝗻𝗴 𝗮𝘀𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻𝘀 𝘁𝗵𝗮𝘁 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗰𝗼𝘀𝘁 𝘆𝗼𝘂 𝗺𝗼𝗻𝗲𝘆.

If any of these have crossed your mind, it’s time for a new perspective:

"𝘐’𝘭𝘭 𝘸𝘰𝘳𝘳𝘺 𝘢𝘣𝘰𝘶𝘵 𝘵𝘢𝘹 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺 𝘰𝘯𝘤𝘦 𝘐 𝘩𝘢𝘷𝘦 𝘢 '𝘳𝘦𝘢𝘭' 𝘯𝘦𝘴𝘵 𝘦𝘨𝘨."
Actually, the strategy is what helps you build the nest egg in the first place.

"𝘛𝘢𝘹 𝘤𝘳𝘦𝘥𝘪𝘵𝘴 𝘢𝘯𝘥 𝘥𝘦𝘥𝘶𝘤𝘵𝘪𝘰𝘯𝘴 𝘢𝘳𝘦𝘯'𝘵 𝘸𝘰𝘳𝘵𝘩 𝘵𝘩𝘦 𝘩𝘢𝘴𝘴𝘭𝘦."
When things are tight, every dollar matters. Don't give the government a "tip" you can't afford.

"𝘐 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘣𝘦 𝘸𝘦𝘢𝘭𝘵𝘩𝘺 𝘣𝘦𝘧𝘰𝘳𝘦 𝘐 𝘤𝘢𝘯 𝘸𝘰𝘳𝘳𝘺 𝘢𝘣𝘰𝘶𝘵 𝘵𝘢𝘹-𝘦𝘧𝘧𝘪𝘤𝘪𝘦𝘯𝘵 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨."
You don't wait until you've "made it" to protect your growth. You do it now so you can get there.

"𝘚𝘢𝘷𝘪𝘯𝘨 𝘤𝘢𝘴𝘩 𝘪𝘴 𝘵𝘩𝘦 𝘰𝘯𝘭𝘺 𝘴𝘢𝘧𝘦 𝘮𝘰𝘷𝘦 𝘳𝘪𝘨𝘩𝘵 𝘯𝘰𝘸."
Cash feels safe, but inflation and taxes are quietly eating your purchasing power every day.

There is a massive difference between "filing" your taxes and having a strategy for them. If you only look at your finances in April, you’re missing the tools that are available to you right now.

We’re here to help you see those gaps so you can stop guessing and start being intentional with what you keep.