Dear clients, friends, and family,
Thank you for your patience, support, and encouragement on my journey through the CPA exams! I am halfway through the process, I have completed and passed the two tax exams on my first attempt.
I took some much-needed time to travel during the summer and I can’t wait to share my vacation updates with you during our tax planning meetings! I also attended numerous tax professional classes to discuss the legal updates and changes at the IRS. I’ve done thorough research on the new “One Big Beautiful Bill Act”, I like to call it “OB3A”.
As my gift to you, please review the attached slide presentation of important tax law changes. We are still waiting for additional guidance from the IRS, on some of the details and “fine print”. Feel free to share this with your friends, family, peers, and even parents! I will be accepting new clients and I’m honored to receive referrals!
I’m excited to talk with each of you before December 15th, 2025! Please use my digital Calendly calendar to schedule an appointment, and just give me an advance heads up if you need to cancel or change so that I can assist as many clients as possible. Link: https://calendly.com/hayniebanks
Remember, my primary goal is to make sure we avoid surprises when it is time to file your tax return in February or March each year. The earlier we start, the better we can manage the results!
Best regards,
Roslyn H. Banks, EA
Licensed to practice before the Internal Revenue Service
Virginia CPA Exam Candidate
Adelaide Rose, LLC