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Your Trusted Partner in
Tax & Financial Success
The Wizard Tax & Financial Services LLC has delivered personalized tax and accounting solutions since 2000, building a reputation for accuracy, reliability, and client-focused service.
Our team of certified tax professionals is committed to excellence and participates in ongoing continuing education each year to stay current with evolving tax laws and financial regulations.
With extensive expertise, industry knowledge, and a high standard of professionalism, we are fully equipped to manage a wide range of tax and financial matters with precision and care.
At The Wizard Tax & Financial Services LLC, we are prepared to navigate even the most complex tax and financial challenges, providing strategic guidance and dependable support every step of the way.
Additional Forms are listed below:
Click on the form below to open.
Old Big Beautiful Bill Act (OBBBA)
What is No Tax on Overtime?
No Tax on Overtime is a provision that was included in a larger tax reform bill that passed in July 2025. It allows certain workers to deduct up to $12,500 in qualified overtime compensation from their taxable income on their federal income tax return. Joint filers can deduct up to $25,000.
Who qualifies for No Tax on Overtime?
Many workers who log overtime hours qualify for No Tax on Overtime.
Non-exempt employees
Workers must be non-exempt, meaning they’re eligible for overtime pay, and receive a W-2 or 1099. Non-exempt employees are often hourly workers, but the Department of Labor considers some salaried employees earning under $684 per week to be non-exempt as well.
Taxpayers with MAGI under $275,000 (or $550,000 for married couples)
Additional Forms
Trump's Trust for babies born in 2024 - $1,000.00 trust fund - Please complete form if you quality.
(this form must be emailed to: info@info@thetaxwizard.biz)
THE WIZARD TAX & FINANCIAL SERVICES LLC
Digital Tax Services for all 50 States
Phone: 972.746.7278 • Fax: 866.317.0220
Email: Info@thetaxwizard.biz