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Recent Articles

Filing 2020 Taxes: Your Go-To Guide
For many people, 2020 has been a challenging year for financial and tax planning. Here's everything you need to know to complete your taxes accurately and efficiently this year. Read more…

3 Great Tips for Your 2020 Taxes
There's no reason to wait until tax time to start making sure you've checked all the right boxes. Here are three tips for making the most of your money when it comes to filing your taxes in 2020. Read more…

Top 5 Reasons to Adjust Your W-4 Withholding
Common lifestyle changes, like getting a job or getting married, can change your tax liability. To avoid being caught off guard by an unexpected tax bill or a huge tax refund, you'll need to adjust your withholdings on your paycheck. Read more…

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 Planning for Beginners
Your tax refund is based on how much tax you pay in excess of the tax you owe. Basic tax planning strategies aimed at reducing the amount of your taxable income may increase the gap and thus your refund. In some cases, these strategies benefit you in other ways, offsetting future costs for health care or providing for retirement. Though some aspects of tax law can be complicated, even a beginner can focus on taxable income reduction. Read more…


More Tax Planning and Checklists Articles

Keeping Good Tax Records Tax Counseling for Seniors and the Elderly Video: How to Get All the Tax Deductions Possible When Filing Tax Tips After January 1, 2021 4 Last-Minute Ways to Reduce Your Taxes Are My State Tax Deadlines Extended Due to the Coronavirus? Last-Call Tax Tips for 2010 When are Taxes Due? Important Tax Deadlines and Dates Get Next Year's Refund Starting Next Pay Day Documents You Should Save for Tax Time Top 8 Year-End Tax Tips How to File an Amended Tax Return with the IRS Video: IRS Tax Return Retention Requirements How to Secure Your Tax Information Before a Disaster 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? Tax Time: How to Get Out of Your Own Way Tax Preparation Checklist The Ultimate Medical Expense Deductions Checklist Tax Changes You Need to Know for 2017 Video: How to Recover Past Tax Returns 8 Tax Terms You Should Know Video: How to Track Tax Deductions Which Receipts Should I Keep for Taxes? Top Five Ways to Avoid a Tax Audit 5 Ways to Reduce Your Taxes for Next Year A Tax Guide for U.S. Immigrants The Art of Keeping Receipts for Your Taxes Video: Documents Needed to File Income Taxes 5 Tips for How to File Taxes for the First Time Summer 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

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