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Recent Articles

Eight Things to Do Now to Cash In at Tax Time
Now is a good time to review your financial situation and do a rough estimate of your income tax bill for the year. This will give you an incentive to consider these short and long-term strategies to minimize your tax bill. Take these steps before year-end to reduce your taxes on your tax return. Read more…

Tax Time: How to Get Out of Your Own Way
Getting organized and having a plan when its time to do your taxes can make the job a lot easier. Read more…

Tax Tips After January 1, 2021
Your tax bill isn't chiseled in stone at the end of the year. Here are 10 tax tips and steps you can take after January 1 to help you lower your taxes, save money when preparing your tax return, and avoid tax penalties. Read more…

How to Secure Your Tax Information Before a Disaster
How to keep your tax and financial information in order in preparation for unexpected disasters. Read more…

The Art of Keeping Receipts for Your Taxes
Keeping your receipts organized helps you to assess your annual spending accurately and makes filing your taxes easier. Read more…

More Tax Planning and Checklists Articles

Making Taxes Easy: Tips for Organizing Receipts and Expenses How to Start Tax Planning How Long Do Federal and State Tax Returns Need to Be Kept? Video: Documents Needed to File Income Taxes Keeping Good Tax Records A Tax Guide for U.S. Immigrants Video: IRS Tax Return Retention Requirements Tax Planning for Beginners Video: How to Track Tax Deductions 8 Tax Terms You Should Know Video: How to Recover Past Tax Returns 3 Great Tips for Your 2020 Taxes Medical Expenses Checklist Which Receipts Should I Keep for Taxes? Tax Preparation Checklist Top Five Ways to Avoid a Tax Audit Get Next Year's Refund Starting Next Pay Day 5 Ways to Reduce Your Taxes for Next Year Video: How to Get All the Tax Deductions Possible When Filing 4 Last-Minute Ways to Reduce Your Taxes Filing 2020 Taxes: Your Go-To Guide Important Tax Deadlines and Dates Documents You Should Save for Tax Time 5 Tips for How to File Taxes for the First Time Top 5 Reasons to Adjust Your W-4 Withholding Summer Tax Tips Top 8 Year-End Tax Tips How to Estimate Federal Withholding The W-4 Form Changed in Major Ways — Here's What's Different Fatten Your Paycheck and Still Get a Tax Refund Are My State Tax Deadlines Extended Due to the Coronavirus? Tax Changes You Need to Know for 2017 Last-Call Tax Tips for 2010

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