What You Need to Know for the 2024 Tax Season

Curious about the latest tax changes?  Don’t worry, we’ve got you covered.  We’ll highlight any tax law changes or adjustments that may affect your return, so you can continue to file...

4 Tax-Free Investments to Reduce Your Tax Burden

The information in this article is up to date for tax year 2024 (returns filed in 2025). Investing is a great way to build wealth and prepare for retirement. But investing can also help you reduce...

What Is an ITIN? A Guide to Who Gets One & Why

The information in this article is up to date for tax year 2024 (returns filed in 2025). What Is an ITIN? An Individual Taxpayer Identification Number (ITIN) is issued by the IRS for individuals who...

How to Fill Out Your W-4

The information in this article is up to date for tax year 2024 (returns filed in 2025). The W-4 form is one of those things you probably don’t think about much—until it’s time to fill it out. It...

Understanding FICA Taxes

The information in this article is up to date for tax year 2024 (returns filed in 2025). Your tax liability is largely determined by your tax withholdings throughout the year and the tax credits and...

5 Easy Hacks to Boost Your Tax Refund and Fill Your Wallet!

The information in this article is up to date for tax year 2024 (returns filed in 2025). Who doesn’t love that tax time payday? The larger your tax refund, the bigger the celebration! While the...
7 Tax Moves to Make Before the New Year

7 Tax Moves to Make Before the New Year

Can you believe that 2023 is almost over?  Before we bring this year to a close, there are some tax-related things you need to do.  Taking our advice can lead to a lower tax bill and extra cash in your wallet if you move quickly. Beef up your retirement savings There are a...

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Here’s What You Can Do Now to Get Ready to File Taxes in 2024

Here’s What You Can Do Now to Get Ready to File Taxes in 2024

Now that the 2023 tax season is over, we’re looking ahead to next year. There are steps you can take now to make sure your tax filing experience goes smoothly in 2024. Check Your Withholding and Make Any Adjustments Your tax withholding determines how much is taken out of your...

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8 Life Events That Have a Major Impact on Your Taxes

8 Life Events That Have a Major Impact on Your Taxes

Going to college, having a baby and buying your first home are all huge milestones. You may not realize it but some of the events that take place in your personal life can completely change your tax situation. Each life changing event can open the door to new tax breaks or...

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Joined the Gig Economy? What You Need to Know About Taxes

Joined the Gig Economy? What You Need to Know About Taxes

The gig economy has been growing rapidly, driven in part by a change in how people work and partly by an increased desire for freedom, flexibility, and a reasonable work/life balance. Even if you work a traditional 9-to-5 job, chances are good you have considered taking on a side...

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Consejos fiscales para parejas recién casadas

Consejos fiscales para parejas recién casadas

Dejar la soltería para unirte a las filas de parejas casadas cambia drásticamente tu vida. Afecta tu situación de vivienda, tus finanzas e incluso tus impuestos. Si te casaste antes del 31 de diciembre, para efectos fiscales, se te considera casado durante todo el año. Esto es lo...

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Recordatorios de fin de año para IRA

Recordatorios de fin de año para IRA

A medida que llegamos al final del 2023, tenemos algunos recordatorios de fin de año para aquellos que ya tienen una Cuenta Individual de Jubilación (IRA) o planean abrir una pronto. Ten en cuenta los límites de contribución y deducción Este año puedes contribuir hasta $6,500...

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