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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...

Healthy Foods to Add to Your Summer Diet

During the summer months, it takes more effort to keep your body properly hydrated and protected because you're constantly sweating and moving around.  While drinking plenty of water can help...

7 Healthy Habits to Kick Start Your Wellness Journey

Many people aren’t satisfied with how they look or feel.  Maybe you have dreams of being slimmer, stronger, or just healthier in general; but have no clue where to start or what to do. ...

How To Avoid Owing the IRS Next Year

The information in this article is up to date for tax year 2024 (returns filed in 2025). Most taxpayers get a refund when they file their annual tax return, but that’s not true for everyone. ...

5 Tips to Help You Save Your First $1,000

We’d all love to have a nice cushion in the bank. It doesn’t have to be six figures but enough to cover an emergency without panicking. Unfortunately, that isn’t the case for most Americans. More...

Tips for Taxpayers Who Missed the Tax Deadline

The information in this article is up to date for tax year 2023 (returns filed in 2024). Taxes were due on April 15th. Here’s what to do if you missed the tax filing deadline.  File as soon as...
Surprising Things You Probably Didn’t Know Were Taxable

Surprising Things You Probably Didn’t Know Were Taxable

Let's say you’re walking down the street and out the corner of your eye you spot a $100 bill on the ground.  Finders keepers, right?  Not so fast.  Whether you find money or property, the IRS expects you to report your windfall, so they can tax you accordingly.  But their greed...

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Filing Taxes After Divorce: What You Need to Know

Filing Taxes After Divorce: What You Need to Know

When you’re going through a divorce, taxes may be the last thing on your mind. But divorce can have a significant impact on your taxes—including your filing status, name changes, qualifying credits and deductions, and social security benefits—and your overall financial future.  If...

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5 Smart Moves to Boost Next Year’s Refund

5 Smart Moves to Boost Next Year’s Refund

Everyone loves getting a refund at tax time and the bigger the check, the better. Although the average refund is around $3,000, not everyone is so lucky. If you owed the IRS or got very little money back this year, we have a few tricks to help boost your tax refund next year.   Make...

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6 Tips for Safeguarding Tax Records

6 Tips for Safeguarding Tax Records

Finished filing your taxes? Don’t throw out your tax records just yet.  It’s important to secure your tax records going back several years in case you need to reference them later. But natural disasters and extreme weather like hurricanes or wildfires and even cybersecurity threats...

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6 Tips to Reduce Tax-Time Stress

6 Tips to Reduce Tax-Time Stress

Since your taxes aren’t due until April 18th, you may be tempted to put it on the backburner for a while.  But doing things at the last minute always makes it more stressful.  As the clock winds down, you’ll be kicking yourself and wishing you started sooner.  Filing as early as...

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7 Smart Reasons To Do Your Own Taxes Before April 18th

7 Smart Reasons To Do Your Own Taxes Before April 18th

  DIY is for more than just home projects. Do-it-yourself taxes are the new hot thing in the market today! Don’t automatically assume that you need to go to an accountant’s office to do your taxes.  Most people are more than capable of preparing their own returns using tax software,...

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6 Ways to Avoid the IRA Early Withdrawal Penalty

6 Ways to Avoid the IRA Early Withdrawal Penalty

It is always smart to save for the future - especially for your retirement. An Individual Retirement Account (IRA) is supposed to help you do just that, so you can live comfortably in retirement. To keep you from dipping in early, there are strict rules about when you can...

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