Insights

Your 2026 Tax Season Survival Guide

For most people, tax season brings a quiet panic about what they might be forgetting and a last-minute rush to pull everything together before the deadline. But it doesn’t have to be that way. With just a little preparation, you can avoid surprises, minimize your tax bill, and make the entire process smoother for both you and your advisor.

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WP+D Promotions

We are proud to recognize 10 team members for their growth and leadership at WP+D with the following promotions.

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IRS Grants Employers Penalty Relief for 2025 Tip and Overtime Reporting

The IRS is offering penalty relief for 2025 as employers struggle to comply with new reporting requirements for tips and overtime pay under the OBBBA. While businesses won’t face penalties this year for failing to separately report qualified tips, overtime compensation, and occupation codes, this transition period is explicitly temporary, and smart employers will use it to prepare for full compliance in 2026.

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2025 Year-End Tax Moves for Individuals & Families

From expanded deductions and new above-the-line benefits to shifting phaseouts and sunsetting exemptions, 2025 offers unique opportunities for individuals to lower their tax liability before year-end. This guide highlights smart, timely moves to help you make the most of current law before key changes take effect in 2026.

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2025 Year-End Tax Moves for Businesses

Explore essential 2025 year-end tax strategies for businesses, updated for the One Big Beautiful Bill Act (OBBBA). From QBI planning to bonus depreciation, entity structure, and reporting changes, this guide helps you make informed, compliant, and tax-smart decisions before year-end.

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Recruiting Team Attends Meet the Firms Events

This fall, our recruiting team had the pleasure of attending the Meet the Firms events at University of Arizona, Northern Arizona University, Arizona State University, and Grand Canyon University. We sincerely thank each university for inviting us and giving us the opportunity to meet so many talented and motivated accounting students.

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Calculator and pen

OBBBA: Learning the Deduction Details

The recently passed law has a lot of complex provisions, which have led to a lot of misinformation. Fortunately, the IRS has just published a guide to many of the new rules. Read about the provisions, so you can discuss them with your tax advisor at WP+D.

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