10Dec
Year End Tax Information
Electronic Mailing
Current Year Engagement Letter
2026 1040 Client Engagement Letter
Client Organizer
Client Questionnaire
E-File & Direct Deposit Authorization Forms
2026 E-File, Direct Deposit and Pick Up Instructions
Current Year Tax Tables
| Single | Married, Filling Jointly | Head of Household | Married, Filing Separate | |
| 10% Tax Rate | $0 – $12,400 | $0 – $24,800 | $0 – $17,700 | $0 – $12,400 |
| 12% Tax Rate | $12,401 – $50,400 | $24,801 – $100,00 | $17,701 – $67,450 | $12,401 – $50,400 |
| 22% Tax Rate | $50,401 – $105,350 | $100,801 – $211,400 | $67,451 – $105,700 | $50,401 – $105,700 |
| 24% Tax Rate | $105,701 – $201,775 | $211,401 – $403,550 | $105,701 – $201,750 | $105,701 – $201,775 |
| 32% Tax Rate | $201,776 – $256,225 | $403,551 – $512,450 | $201,751 – $256,200 | $201,776 – $256,225 |
| 35% Tax Rate | $256,226 – $640,600 | $512,451 – $768-700 | $256,201 – $640,600 | $256,226 – $384,350 |
| 37% Tax Rate | $640,601 + | $768,701 + | $640,601 + | $384,351 + |
| FILING STATUS | STANDARD DEDUCTION – 2026 |
| Single | $16.100 |
| Married Filing Jointly or Qualifying Widow(er) | $32,200 |
| Married Filing Separately | $16,100 |
| Head of Household | $24,150 |
Retirement Contribution Limits
| This chart lists the maximum amounts individuals are permitted to contribute to their retirement plans each year. | ||
| Maximum Dollar Limits | 2027 | 2026 |
| Annual employee contribution limit for 401(k), 403(b), or 457 savings plans | $25,500 | $24,500 |
| Annual catch-up contribution limit for 401(k), 403(b) or 457 savings plans if employee is age 50 or over | $8,500 | $8,000 |
| Maximum annual benefit payable by a defined contribution plan | $375,000 | $360,000 |
| Annual limit for combined employer – employee contributions to a defined contribution plan | $75,000 | $72,000 |
| Annual contribution limit to an Individual Retirement Account for individuals | $8,000 | $7,500 |
| Annual catch-up contribution limit for Individual Retirement Accounts for individuals age 50 or over | $1,100 | $1,100 |
| Annual employee contribution for SIMPLE plans | $17,500 | $17,000 |
| Annual catch-up employee contribution for SIMPLE plans if employee is age 50 and over | $4,000 | $4,000 |
| Maximum amount of wages taxable by Social Security | $192,300 | $184,500 |