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WELCOME TO THE
2025 TAX SEASON

You can find all important updates and documents for the 2025 tax season below.

Tax Season Office Hours
February 2 – April 15, 2026

Main Office
(Bel Air)

Satellite Office
(Aberdeen)

Monday/Tuesday & Thursday/Friday
8:30 AM to 6 PM

Wednesday

8:30 AM to 7:30 PM


Saturday
8:30 AM to 2:30 PM

Tuesday & Thursday
8:30 AM to 6:00 PM


Saturday
8:30 AM to 2:30 PM

Important Information

  • Our satellite office in Aberdeen will now be utilized for document drop-off and pick up only. To aid in this transition, we still have a limited number of appointments available in Aberdeen this tax season.​​

  • Due to ever-changing technology and security needs, as well as numerous tax law changes, our billing rates have slightly increased. Our advisory and consultation services rate remains unchanged. Also, as a reminder, payment is due at the time services are rendered. We are unable to file any tax returns without payment.

  • As of September 2025, the IRS has begun to phase out their distribution of paper refund checks and their acceptance of paper payment vouchers/checks. With this change, it may take 6 weeks or longer for refunds to be sent by mail. It is recommended that all clients provide banking information to set up direct deposits for refunds and withdrawals for payment OR create an account via IRS.gov to make direct payments for balances due.

  • Itemizing vs. Standard Deduction:

    • Due to the recent tax law changes, you may now be able to take advantage of itemizing! It is a good year to review your out-of-pocket medical expenses and charitable contributions. If you think this may be beneficial for you, please provide us with a summary of your expenses/contributions.

  • If you plan to request an extension, please let us know as soon as possible by emailing taxinfo@davidcbryantcpa.com.

Documents

INDIVIDUALS

Tax Packet - Current Clients

Please contact the office for your customized document checklist.

Tax Packet - New Clients

Interview Sheet - Fillable​

Interview Sheet - Formatted for Printing

Engagement Letter

Businesses, please contact the office for your customized engagement letter.

Head of Household Filing Questionnaire

BUSINESSES

Tax Packet - Current Clients

Please contact the office for your customized document checklist and fixed asset listing.

Tax Packet - New Clients

Please contact the office for a document checklist and further details.

How to Create QuickBooks Accountant's Copy

How to Send QuickBooks Online Accountant Invite

RENTALS

Rental Property Questionnaire - Excel Sheet

Rental Property Questionnaire - Printable PDF

ESTATES & TRUSTS

Tax Preparation Checklist

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