Tax season is officially underway, and we’re here to help make this year’s filing as smooth as possible. With the April 15 deadline approaching, now is the time to organize your documents and get them to your tax preparer if you have not done so already. Make sure you have all your W-2s, 1099s (for freelance, interest,...Read More
We wanted to share some important information regarding the upcoming tax season. Please be sure to send your tax information to us no later than Monday, March 2, 2026, so we may have as much time as possible to process the return on time. Sending your information after Monday, March 2 may result in having...Read More
Happy holidays to you and your family from your tax preparers at Pearson & Co.! We wish you joy, peace, and a prosperous 2026! Remember to be on the lookout for year-end statements in the mail and in your email (sometimes in your junk or spam folder) that are needed to prepare your tax return....Read More
Happy Thanksgiving! As we enter the holiday season, the crew here at Pearson and Co. wanted to express our sincere thanks and gratitude to you for trusting us with your tax preparation needs. We look forward to helping you again in this upcoming tax season. There are many tax changes to be aware of due...Read More
Fall is here and that means cooler temperatures and amazing natural beauty in the Commonwealth. Make sure to spend time outdoors to take advantage of the incredible colors and scenery we are lucky to have here! And for those times indoors early next year during the winter months, here are a few documents to remember...Read More
Don’t Wait Until December: Plan Your 2025 Taxes Now As we move into the final quarter of 2025, now is the ideal time to take a proactive look at your tax situation. Waiting until December often leaves little room to make meaningful adjustments. A few smart steps today can help with your 2025 tax liability...Read More
The OBBBA was signed into law on July 4, 2025, that implemented numerous changes to the United States tax code which could affect how individuals manage their taxes and finances. One of the key factors of the OBBBA was the permanent extension of the lower tax rates that were a part of 2017 Tax Cuts...Read More
Happy 249th Independence Day! As we reflect on this past weekend’s July 4th celebrations, here are a few interesting tidbits about the birth of our nation through a financial lens that helped shape the United States. The Revolutionary War • By the end of the war, the U.S. had racked up $75 million in debt,...Read More
It’s Never Too Early! As we near the second half of the year, now is the ideal time to take a closer look at your tax situation. A few smart moves before December 31st could make a big difference when it’s time to file. Here’s what to review now to stay ahead. Review Any Life...Read More
Pearson & Co. has recently updated their phone system. You may still use the same number (804-559-4516) to call the office. The only thing that has changed is the extension you previously used to reach your preparer. You will now be asked to punch in a new three-digit extension instead of a two-digit number. Here...Read More
