What If Your Tax Return Could Actually Help You Make More Money?
🎯 TL;DR - What's New for 2025 Tax Season
Can't read the whole post? Here's what you need to know:
- Data Analytics Now Available – Get insights that show where your business actually makes (and loses) money, included with financial statements
- Refund Advance Loans – Get your refund in 24 hours instead of waiting 3 weeks
- Pay-With-Your-Refund Option – File now, pay later when your refund arrives
- 1-Hour Prep & File Appointments – Quick appointments for straightforward W-2 returns (self-schedule online)
- "Sneak Peek" Service – Get a rough estimate of your refund/liability NOW (fee credits toward your filing cost)
- Year-End Book Cleanup – Small business owners: Get your 2024 books closed and ready to file by January
- Referral Program – Get discounts for every person you refer who files with me
- Limited Slots Available – Don't wait for your W-2 to arrive—schedule your appointment now
Bottom line: Same personal service you expect, plus the convenience features you've been asking for.
It's that time of year when you have to stop planning and start doing. Just under 4 weeks left in 2024, and I'm both nervous and excited for what's coming. New year, new services, new insights... okay, maybe not that much new stuff, but some pretty solid upgrades I think you're going to appreciate.
Data Analytics: The Service That Deserves the Spotlight
You may notice updates to the site highlighting data analytics. Here's the thing—this has always been part of what I do, but it hasn't gotten the attention it deserves. And honestly? It might be exactly what you need to push yourself or your business to the next level.
Most accounting services file your taxes and disappear until next April. I take a different approach. Whether you do your own books or outsource them to me, I include KPIs (key performance indicators) as a value-added service when issuing financial statements to my accounting clients. These aren't just numbers on a page—they're insights about where your money's actually going, what's working, and what's costing you more than it should.
Think about it: Are you making decisions based on gut feeling, or actual data? Which customer types are actually profitable? Is that service you love offering actually losing you money? These are the questions that separate businesses that grow from businesses that grind.
Curious what analytics could reveal about your situation? Call, text, or email me. Let's talk about what you actually need to know to make better decisions.
The Payment Options You've Been Asking For
One of the things I'm really looking forward to this busy season is offering the same services you'd get from my competitors—but with the personal touch you won't find at the big chains. I'm talking refund advance loans and pay-with-your-refund options.
Need your refund money now instead of waiting 3 weeks? Done. Want to delay payment until your refund arrives? No problem.
When you file with me, you get these convenient options at a competitive rate. Plus, I do offer discounts to new and returning clients. Did I mention my referral program? You get a discount for every person you refer who files with me. It adds up fast if you've got friends who need tax help. Contact me if you want the details on that.
New This Year: 1-Hour Prep & File Appointments
Here's something new I'm doing this year: 1-Hour Prep & File appointments. You can self-schedule online, or just call, text, or email me with your availability and let me know if you're a W-2 wage earner or self-employed. Note that this can be done remotely (on cam for identity verification) or in-person!
I'm trying to limit these appointments to returns that can actually be done in an hour—so straightforward W-2 situations. If you've got a more complex return (filing head of household, married, multiple income sources, or own a business), you'll need either a longer appointment (2-3 hours) or we can do drop-off and pickup. I prefer drop-off for accuracy, but if you need the appointment, I'll accommodate you.
Here's the important part: Don't wait until you have your W-2s to schedule. I only have a limited number of slots available per day, so book your appointment in advance and I'll see you next year!
The "Sneak Peek" That Pays for Itself
Not sure whether you're getting a refund or facing a tax bill? That uncertainty keeps people up at night, and it doesn't have to.
My "Sneak Peek" service gives you a rough estimate of your refund or liability before filing season even starts. Just bring your documents, or contact me and I'll set you up with a secure portal for uploading.
Here's how it works: The fee you pay for the Sneak Peek (starting at $45) counts as a credit toward your filing fee. So if your Sneak Peek is $45, I'll knock $45 off your tax prep bill when you file. Think of it as splitting the payment—but with the added bonus of knowing your tax situation months in advance.
Schedule C and small business owners: Your Sneak Peek fee will be higher (because your returns are more complex), which means a bigger discount later. And if you need your books cleaned up, I can prepare those and generate a report so come January, you're already 90% done with filing. No scrambling, no shoebox full of receipts in February. Just organized, ready to go.
Let's Make This Tax Season Different
I get it—tax season isn't exactly something people look forward to. But it doesn't have to be the stressful, last-minute scramble it's been in the past.
Ready to schedule or have questions? Call, text, or email me. I'm here to help you figure out what makes sense for your situation.
Follow me on Facebook (J. Thomas Lockhart) and like our page (Lockhart3AS) for tax tips, deadline reminders, and updates throughout the season.
Here's to making 2025 a little less stressful and a lot more profitable.
Best regards,
Justin Lockhart
P.S. – Seriously, don't wait to schedule. Those January and February slots fill up faster than you'd think, and I'd hate for you to be stuck scrambling at the deadline. Book now, file later, stress less.
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