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Key Charitable 2026 Tax Changes & What They Mean for You

Happy 2026! As we look ahead to 2026, several charitable tax updates are coming into play. Below is a streamlined overview to help you understand what’s changing and what to keep an eye on. New IRS guidance and recently enacted One Big Beautiful Bill ( OBBBA ) legislation are rolling out now, with many provisions impacting the 2025 and 2026 tax years . This newsletter highlights key updates, planning considerations, and actions worth considering as you head into the new year.

$1 Million Tax Audit Defense Membership Program Agreement

The terms and conditions of this Membership Agreement (the "Agreement") govern the Protection Plus $1 Million Tax Audit Defense Membership Program ("Program") provided to members of the Program ("Members") by Tax Protection Plus, LLC and the American Advantage Association (cumulatively referred to as “Company”). By accepting enrollment in the Program, you are agreeing to the terms of this Agreement.  1. Definitions: The following definitions are applicable to the Agreement. 

Letter of Engagement - Exempt Organization Form 990

Forza CPA, PLLC (“firm,” “we,” “us,” or “our”) is pleased to provide tax return preparation services to you, as described in Your Service Schedule.  Please read this Letter of Engagement, the attached Terms and Conditions Addendum, and any other attachments incorporated herein (collectively, “Agreement”). This Agreement details the nature and limitations of the services we will provide, the terms of our engagement, and each party’s responsibilities. We strive to make our tax

Letter of Engagement - C Corporation Form 1120

Forza CPA, PLLC (“firm,” “we,” “us,” or “our”) is pleased to provide tax return preparation services to you, as described in Your Service Schedule.  Please read this Letter of Engagement, the attached Terms and Conditions Addendum, and any other attachments incorporated herein (collectively, “Agreement”). This Agreement details the nature and limitations of the services we will provide, the terms of our engagement, and each party’s responsibilities. We strive to make our tax

Letter of Engagement - S Corporation Form 1120S

Forza CPA, PLLC (“firm,” “we,” “us,” or “our”) is pleased to provide tax return preparation services to you, as described in Your Service Schedule.  Please read this Letter of Engagement, the attached Terms and Conditions Addendum, and any other attachments incorporated herein (collectively, “Agreement”). This Agreement details the nature and limitations of the services we will provide, the terms of our engagement, and each party’s responsibilities. We strive to make our tax

Letter of Engagement - Partnership Form 1065

Forza CPA, PLLC (“firm,” “we,” “us,” or “our”) is pleased to provide tax return preparation services to you, as described in Your Service Schedule.  Please read this Letter of Engagement, the attached Terms and Conditions Addendum, and any other attachments incorporated herein (collectively, “Agreement”). This Agreement details the nature and limitations of the services we will provide, the terms of our engagement, and each party’s responsibilities. We strive to make our tax

Letter of Engagement - Individual Form 1040

Forza CPA, PLLC (“firm,” “we,” “us,” or “our”) is pleased to provide tax return preparation services to you, as described in Your Service Schedule.  Please read this Letter of Engagement, the attached Terms and Conditions Addendum, and any other attachments incorporated herein (collectively, “Agreement”). This Agreement details the nature and limitations of the services we will provide, the terms of our engagement, and each party’s responsibilities. We strive to make our tax

Terms & Conditions Addendum

Overview This addendum to the engagement letter describes our standard terms and conditions (“Terms and Conditions Addendum”) related to our provision of services to you. This addendum, and the accompanying engagement letter(s), comprise your agreement with us (“Agreement”). If there is any inconsistency between the engagement letter(s) and this Terms and Conditions Addendum, the engagement letter(s) will prevail. For the purposes of this Terms and Conditions Addendum, any re

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