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...
5 Tax Tips to Lower Your 2018 Tax Bill

5 Tax Tips to Lower Your 2018 Tax Bill

The last thing any taxpayer wants to hear is that they owe the IRS. Thankfully, you can avoid an unpleasant tax time surprise with a little planning.  Here are 5 tips that can lower your tax bill. 1  Maximize Retirement Fund Contributions Maximizing your contributions is one of the...

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Biggest Guaranteed Refund

Biggest Guaranteed Refund

If it's a legal deduction, we'll help you get it. Want to lower your taxes and increase your refund? So long as it's legal, we'll help you take advantage of deductions and credits you might otherwise miss. Step-by-step guidance. Our easy-to-understand interview process guides you...

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5 Expenses You Can Still Deduct in 2019

5 Expenses You Can Still Deduct in 2019

With all the changes in the new tax law, you may not know what expenses you’re still allowed to deduct.  Fortunately, we have you covered.  Here is a list of tax deductions you may have thought got the axe but are still available for your 2018 tax return.  Medical Expenses The...

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What Tax Deductions Are No Longer Available?

What Tax Deductions Are No Longer Available?

Thanks to the Tax Cuts and Jobs Act (TCJA), you can expect big changes when you file your tax return. The standard deduction has been increased and some itemized deductions have been eliminated or reduced.  As a result, it’s anticipated that fewer taxpayers will itemize their...

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How to Achieve Better Work-Life Balance

How to Achieve Better Work-Life Balance

Striking the perfect balance between your personal and professional life can be difficult.  Many think to be successful in one, the other must suffer.  Technology has made workers more accessible and it’s no longer taboo to receive calls, texts and emails from your employer after...

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7 Simple Tricks to Get the Best Price Online

7 Simple Tricks to Get the Best Price Online

You may not realize it but the device you're using to shop online affects the price you see.  Reports show that retailers tend to steer Mac users toward higher-priced options because it's believed that they have more cash to spare.  The good news is there are some strategies you can...

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How to Make a Vision Board That Actually Works

How to Make a Vision Board That Actually Works

It's a new year which means it's time to hit the reset button and set your goals for 2019.  A great way to do this is to make a vision board.  If you're unfamiliar with the term, it's basically a collage of words and/or images that represent your life goals.  It's believed that if...

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Tax Tips for 2019

Tax Tips for 2019

The tax season has arrived. Here are some tax tips that can improve your filing experience and save you money. Organize your tax records The key to a smooth tax season is to keep your tax records organized. Use our Tax Prep Checklist to help gather all of the documents needed for...

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