New tax payment withdrawal protocols

This post is geared towards my current clients, and of course I will be communicating more formally about it in my upcoming service agreement and tax organizer communication.

In the past, I advised client to NOT have me permit my tax software to do automatic withdrawals to pay any tax return tax due or to automatically pay estimated tax payments. I did provide clients with the information for them to pay online themselves or send checks.

This coming year (2025 tax returns and 2026 estimated tax payments), I will be changing this, primarily due to the fact that the IRS plans to not deal in checks starting September 30. If you choose to mark the tax organizer that auto withdrawals are OK for me to set-up, I will send out a reminder to you about a week before an estimated tax is due, to ensure the funds are in the designated bank account.

Hopefully you will find this new process offering more convenient !