Whether you're an investment expert or you're new to the practice of investing, it's important to consider the tax implications of your investments. ETF tax efficiency can be very high, which makes them a fantastic product to include in your portfolio. Are you interested in using...

You have worked and sweated over your tax return. Maybe you even swore a time or two as you prepared this all-important document. You have crunched the numbers, and now you get a first look at the results of all your hard work. To your horror, the refund you had anticipated has...

With this year’s filing season coming to an end, it’s time to start thinking about next year’s taxes. A little planning now can save you money in the future.   To help you get started, we’ve created a list of tax changes that will affect your tax return when you file in...

Scared you’ll overlook a form or miss a deduction? Mistakes happen!  Did you forget something? Need to make a change? That’s why Amended Return Insurance is so critical.  For just $9.95 we’ll let you correct your tax return if you notice a mistake after you’ve filed.   The offer is...

Do you know what is scarier than owing money to the IRS?  Waking up one morning to find out that you’re being audited!  While tax audits can be scary, we make every attempt to not make it a big deal for you.  You can add an extra layer of protection to your tax filing process by...

Unemployment can be stressful enough without having to figure out the tax treatment of the unemployment benefits you receive. The IRS considers unemployment benefits taxable income. Unemployment compensation generally includes, among other forms, state unemployment compensation...

In 2021, 90% of people e-filed their tax returns. And it’s no surprise why.  Thanks to technology, there’s no reason to prepare your return by hand and mail it in. E-filing is the faster, easier, and more accurate way to do your taxes.  Once you try it, you’ll never go...