2026 Pocket Tax Guide

The 2026 edition of our Pocket Tax Guide is packed with up-to-date tax information, rate updates, and a summary of the OBBBA and delayed effects from the Secure 2.0 legislation for both 2025 and 2026. It’s ideal for fostering client goodwill and attracting new clients. The subscription is available in three PDF formats for both online and print use, allowing for easy personalization through Adobe Acrobat. It also includes high-resolution, print-ready PDF files for convenient printing at your local printer.

• 8-Panel Format 3.5"x8.5" (Flat 8.5"x 14) 
• View Sample Here

Highlights of Changes for 2025 and 2026: 

• Senior Deduction
•  No Tax on Tips
• No Tax on Qualified Overtime
• Refundable Adoption Credit
• Increased SALT Limit
• Sunsetting Environmental Credits
• New Qualified Small Business Stock Exclusion
• Research or Experimental Expensing
• Minimum QBI Deduction
• Expanded Teacher Expense Deductions
• Itemized Deduction Limit for High Income Taxpayers
• Non-itemizer Charitable Deduction
• Charitable Deduction Floor
• Required Minimum Distributions
• Dependent Care Credit and FSA Increases
• New Gambling Loss Limit
• New Full Repayment of Excess Premium Tax Credit
• 1099-NEC Reporting Threshold
• Individual Tax Calendar
• Standard Deductions & Phase Outs
• SS, Medicare, and SE Tax Rates
• SS Benefits
• Capital Gains Tax Rates
• Long-Term Care Age Related Insurance Limits
• IRA – Limits & Phase Outs
• Retirement Plan Contribution Limits
• Saving for Education
• Standard Mileage Rates
• Per Diem Rates
• Sec 179 Expensing
• Bonus Depreciation
• Corporate Tax Rate
• Trust & Estate Tax Rates
• Unified Estate & Gift Tax Schedule
• 2025 Individual Tax Rate Schedules
• AMT Tax – Individuals
• Estimated Tax Safe Harbors
• Future Value Table – Fixed Sum
• Future Value Table – Annuity
• Life Expectancy Table
• Tax Equivalents – Muni Bonds 

The online subscription includes unlimited downloads to two versions of each brochure in Adobe PDF formats. One version allows you to edit and personalize the PDF file directly. If you have Adobe Acrobat, you will have the ability to edit the text and resave the brochures for your business use. The subscription allows for printing runs up to 2500. Please call for a quote for larger firms or print runs.

The subscription period is for 12 months from the date of purchase. Subscribers will have access to the latest versions of the brochure. The CountingWorks, Inc. license allows you to use the brochures via email, online, or print formats. The copy and design are protected under U.S. copyrights and are provided for your business use only.

PDF Download Instructions:
Once your order has been processed, you will receive an e-mail with a link to the download center (the e-mail may go into your spam folder). Simply click on the file name and save it to your desktop.