Gordon letter - 2025 returns

personas/family-organizer/files/documents/tax-letter-2025.pdf

documentlook: clean style: letter2 pages render unknown

Text layer

284 words

284 words on 2 pages, from pdftotext. This is what search finds in the file.

Show the text

140 Commerce Park Drive
Suite 6
Westerville, OH 43081

Petrakis & Lowe, CPAs (614) 555-0179
petrakislowe.example

Your 2025 tax returns
March 24, 2026

Leah Brandvold and Marcus Adeyemi
2714 Quillfeather Lane
Westerville, OH 43081

Dear Leah and Marcus,

Your 2025 federal and Ohio returns were filed electronically on March 20, 2026, and both have
been accepted. Copies are enclosed for your records. Here is the short version.

Federal

Filing status Married filing jointly, three dependents

Adjusted gross income $143,480

Standard deduction $31,500

Taxable income $111,980

Tax before credits $14,464

Child tax credit, three children -$6,600

Total tax $7,864

Federal tax withheld $10,182

Refund $2,318

The refund will be deposited to the checking account we have on file, usually within three
weeks.

Ohio

Ohio tax $3,412

Ohio tax withheld $3,266

Balance due $146
The $146 will be withdrawn from the same account on April 15, 2026. You do not need to do
anything.

What I looked at
Itemizing. Mortgage interest ($9,123.12 on the Form 1098), property tax ($6,199.24) and
state income tax together came to less than the standard deduction, so we took the standard
deduction again.
529 plans. Your contributions of $600 to each child's account were deducted on the Ohio
return, $1,800 in all.
Dependent care. The $5,000 you set aside through Leah's employer was already excluded
from her wages, so there was no further credit to claim.

For next year
Nora's orthodontic payments began in February 2026. Keep the receipts, though medical costs
are unlikely to pass 7.5% of income. Marcus's withholding is slightly high and Leah's is about
right; I would leave both alone.

Our fee for the two returns is $385, on the enclosed invoice.

Best regards,

Gordon Petrakis, CPA

Comments

Comments are added in the local viewer; this copy is read-only.

Record

Gordon letter - 2025 returns Document · saved Mar 27, 2026

Values from records

0render unknown

The record values this file is made from: the ones its text names with {{record.field}}, and the fields its template reads. A value here is in the file's source; whether it is readable depends on the look.

None: everything on it is written in attachments.yaml.

The values at render time were not recorded: the file was rendered before files/rendered.json existed. Rendering it again records them.

Planted

only_in_file Cash to close ($37,773.28), the seller credit and "no prepayment penalty" are only in the closing disclosure. The escrow balance and late fee are only on the mortgage statement. The life policy's beneficiaries are only on its schedule. Marcus's cholesterol and A1c values are only on the lab report. Nora's grades and absences are only on the report card. The August 3 deadline is only in the school nurse's letter. The 2025 refund is only in the accountant's letter. The office and specialist copays are only on the picture of the insurance card.

attachments.yaml

record: doc-tax-letter-2025
template: document
style: letter
org:
  name: Petrakis & Lowe, CPAs
  lines:
  - 140 Commerce Park Drive
  - Suite 6
  - Westerville, OH 43081
  phone: '6145550179'
  web: petrakislowe.example
  color: '#33475b'
title: Your 2025 tax returns
body: 'March 24, 2026


  Leah Brandvold and Marcus Adeyemi<br>

  2714 Quillfeather Lane<br>

  Westerville, OH 43081


  Dear Leah and Marcus,


  Your 2025 federal and Ohio returns were filed electronically on March 20, 2026, and both have been accepted.
  Copies are enclosed for your records. Here is the short version.


  ## Federal


  | | |

  |---|---|

  | Filing status | Married filing jointly, three dependents |

  | Adjusted gross income | $143,480 |

  | Standard deduction | $31,500 |

  | Taxable income | $111,980 |

  | Tax before credits | $14,464 |

  | Child tax credit, three children | -$6,600 |

  | Total tax | $7,864 |

  | Federal tax withheld | $10,182 |

  | **Refund** | **$2,318** |


  The refund will be deposited to the checking account we have on file, usually within three weeks.


  ## Ohio


  | | |

  |---|---|

  | Ohio tax | $3,412 |

  | Ohio tax withheld | $3,266 |

  | **Balance due** | **$146** |


  The $146 will be withdrawn from the same account on April 15, 2026. You do not need to do anything.


  ## What I looked at


  - **Itemizing.** Mortgage interest ($9,123.12 on the Form 1098), property tax ($6,199.24) and state
  income tax together came to less than the standard deduction, so we took the standard deduction again.

  - **529 plans.** Your contributions of $600 to each child''s account were deducted on the Ohio return,
  $1,800 in all.

  - **Dependent care.** The $5,000 you set aside through Leah''s employer was already excluded from her
  wages, so there was no further credit to claim.


  ## For next year


  Nora''s orthodontic payments began in February 2026. Keep the receipts, though medical costs are unlikely
  to pass 7.5% of income. Marcus''s withholding is slightly high and Leah''s is about right; I would leave
  both alone.


  Our fee for the two returns is $385, on the enclosed invoice.


  Best regards,


  Gordon Petrakis, CPA

  '