All posts in Tax Tips

6 Last-Second Money-Saving Tax Moves

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wallet with money

As 2018 winds down, there is still time to reduce your potential tax obligation. Here are some ideas to make your 2018 tax return less of a burden on your Read more

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5 Annual Tax Essentials

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TAX written on blocks next to a calculator

The more things change the more they stay the same. This is especially true when it comes to reviewing your tax situation. Mark your calendar to review these essential items Read more

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Time to Launch Your Tax Strategy

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Pen and calculator laying on top of receipts

Consider conducting a final tax planning review now to see if you can still take actions to minimize your taxes this year. Here are some ideas to get you started. Read more

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Manage Capital Gains Tax Tips

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Capital gains tax written on a piece of paper

If not tracked and managed properly, capital gains tax can come as a large surprise at tax-filing time. In fact, many taxpayers don’t realize they have a capital gain until Read more

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Is It Worth It to Amend Your Return?

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Tax return paperwork to decide if you should amend your tax returns

Whether it makes sense to amend your return depends on which of these situations you’re in: If you owe the IRS If you discover an omission on your tax return Read more

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Six Home Ownership Tax Benefits

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If you own or are considering purchasing a home, you can take advantage of many tax benefits. Here are six of the most commonly used homeowner tax breaks:

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Tax Planning Time

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Planning for taxes and tax law changes in 2018

Now is the ideal time to schedule a tax planning session. Your 2017 tax return outcome is still fresh, and it’s early enough in the year to take advantage of Read more

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Update on the Tax Cuts and Jobs Act (TCJA)

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new tax cuts

The Tax Cuts and Jobs Act (TCJA) was passed by Congress in a hurry late last year, and the IRS and tax preparers have been working to digest some of Read more

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Great Uses For Your Tax Refund

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Tax refund money in a savings jar

Most Americans get a refund every year, with the average check weighing in at $2,895 last year. Even though it’s really money that they earned, many people are tempted to Read more

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When An Extension Makes Sense

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tax extension

While most people should file a tax return by April 17th, you have the option of delaying your filing date until Oct. 15 with a tax extension. When to file Read more

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