January 26, 2026

 

 

Dear Friends and Clients,

 

OMG, It is that time of year again!! Didn’t I just finish 2024 returns last week?? I wish all of you a Happy New Year and a wonderful 2026.

 

I know many of you are wondering if I was coming back for another year. Yes, my 39th tax season. I will not just leave; I’ll send out a letter saying I’m retired but the business is sold or there is a sign on the door or a message on the voicemail “Gone Fishing.” I will not just walk away, I have loyalty to my clients, so stop worrying please…

 

My staff will be the same, Sybil & Tracy, and unfortunately, I’ve lost Angus to cancer during the summer. He was a fighter and a real trooper; he ate hardily but just could not gain weight or keep it down.  He is deeply missed by all , but I’m waiting for the next fur baby who needs a good home to find me. I am being very patient.

 

Let me get you up to speed!! If you can keep up with me, I successfully completed my left knee surgery in May and my right knee surgery in September. Both my surgeon and physical therapist call me “Wonder Woman” because I was  released early and I can walk without any assistance (no cane or walkers).I didn’t get my climb in up South Mountain, but there is the spring. It has been extremely busy with the surgeries, caring for my sister, working, and preparing for the future. As of February 2, my sister will be moved to Charlotte (The Laurels at Highland Creek) which will give me more time to do my own things & keep me off the roads back and forth to Hampton, VA.

 

I am incredibly grateful to all your loyalty and support for the last couple of years. I want to thank all of you during my surgeries this year for all the cards, emails, well wishes, food sent and delivered (the pumpkin bread was divine), visits, cleaning my house, and staying with my sister during my recovery time. There has never been so much food in my freezer and refrigerator. I can’t tell you how much all of that meant to me and how special you made me feel. I was deeply touched and blessed to have so many friends and a great support system. Thank you from the bottom of my heart!!

 

So as far as one of the items we discussed last year would the tax laws (Trump Bill) expire on December 31, 2025, without Congress changing or extending them? The Big Beautiful Bill came on July 4, 2025, and we’ve been scratching our heads ever since. Remember everything is not always as it appears. There are mazes (twists and turns) to this bill and news reports are not always forth coming with “the whole story.” So, I’m trying to explain it to you as best I can in my highlights and a group setting. There are too many avenues to go down during our tax preparation appointments.

 

 

So, this year, this is the only newsletter you will get by mail/email, the checklist for your tax prep appointments and  a client update/drop-off sheet. These forms must be filled out and given to us at your appointment times. IRS has stated that “They are not mailing paper checks this year and requiring you to direct deposit or get a debit card.” These are the result of budget cutbanks, layoffs, and departmental changes inside of the IRS. This is the beginning of many more changes coming down the road. (See why it is time I get out; I don’t like change!)

 

Also, you can go to the website, www.burchettfinancial.com and review the highlights for 2025 and 2026 tax changes and print out any information and forms needed. 

 

      Live Seminars at my office on Friday, February 6

                  10:30am – 11:30am                            12:30pm-1:30pm

                  4:00 pm – 5:00 pm                              5:15pm – 6:15pm
 

      And Saturday, February 7:

10 am – 11am                                     11:30am-12:30pm

2:00pm – 3:00 pm                               3:15pm – 4:15pm

 

Please call the office or email and sign up for the date and time convenient to you. There will be a $29.99 fee        for this one-on-one time which is the cost for 1 year of my advisory service. Again, this year, I’m offering my additional advisory services to my current clients. These options are part of my exit strategy and the beginning of my retirement.

• The prices will consist of the following: For an additional fee of $29.99 for 1 year  (from the first month of signing up to the end of the month the next year). This will allow you to call/email and ask any questions, discuss taxes, no charge for responding to the IRS and state notices and just a general advisory for financial and tax questions.

 

• Second option, if a full service of $100/yr. – which includes the above advisory services plus estimates for federal and state yearly, tax planning for the future, a yearly newsletter and general financial and investment advice.

 

• The third option is primarily a CFO (Chief Financial Officer) for your business or you individually. The amount for the service and services offered will be based on what your needs are such as: tax returns filed, advisory services on insurance, retirement plans, and business affairs. Within this third option, I can be an additional advisor to your investment advisors reviewing and evaluating your investment.  As well as being an estate planning position resource. I can help you in addition to an attorney helping you do your final estate plans.

 

Please review these options for 2026 and beyond, let me know if you want to discuss with me further. I would like to figure out how many hours I will have to work and how many hours I can fish in my retirement.

 

The IRS has announced they will go live with e-filings on Monday, January 26 and we’re accepting appointments as of Tuesday, February 3 (making sure all is working properly with the program).

-Please make sure you have ALL documents needed to complete your return on the same day as your appointment.

-Please notify us of any change in appointment times at LEAST 24 hours (1 day) in advance or a missed appointment fee of $50 will be added to your bill. If you are not prepared and are missing information, please call at least one day before your appointment or you will be assessed the $50 fee.

-You must fill out the checklist and update list before your appointment time.  If there is not a filled-out form, then you will not make it to my office. It is located on our website for you to print out,  www.burchettfinancial.com and attached.

 

Again, I thank you for your loyalty, support, and friendship to me personally and professionally and looking forward to working with you in the new year. 

 

That’s all folks & See you Soon!

 

Joyce and Staff @Burchett Financial Services