Summer is a time for relaxation and new beginnings, but some common seasonal activities can come with unexpected tax implications.

Home Improvements

Upgrading your home? Certain energy-efficient improvements may qualify for up to $3,200 in federal tax credits. Eligible upgrades include HVAC systems, water heaters, windows, and solar installations.
Learn more about Home Energy Tax Credits.

Recently Married?

Congratulations! Be sure to:

• Report any name changes to the Social Security Administration

• File IRS Form 8822 if you’ve moved
  These steps can help avoid delays or issues when filing your next tax return.

Summer Camp and the Child Care Credit

If your child is attending summer day camp while you work, those costs may qualify for the Child and Dependent Care Credit.

Business Travel

Business travel continues throughout the summer. Keep detailed records — only certain expenses qualify for deductions under IRS rules.

Part-Time or Gig Work

Taking on summer work or a side gig? Even if you don’t owe federal income tax, filing a return may allow you to receive a refund. If you’re paid through platforms like Venmo, PayPal, or others, you may receive a Form 1099-K and should be aware of reporting requirements.

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Tip from Your Tax Advisor

Now is a great time to check in with us about any mid-year life or income changes—whether it’s a wedding, a new job, or home upgrades. Planning ahead can help you avoid surprises at tax time.