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Recent Articles

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…

5 Tips for How to File Taxes for the First Time
Filing your taxes on your own for the first time is a major life milestone. Here's some friendly advice to help ensure you dot all of your i's and cross your t's. Read more…

Summer Tax Tips
Smart tax planning happens all year round. Here are four things you can do this summer to improve your standing when tax time rolls around again. Read more…

Top 8 Year-End Tax Tips
Learn these top 8 year-end tax tips in order to maximize your tax refund or minimize the taxes you owe. Read more…

Documents You Should Save for Tax Time
Settling your account with the Internal Revenue Service each year doesn’t need to be a frantic search for the information you need to file your tax return. Knowing what documents to have at your fingertips can help to reduce filing difficulties and possibly your tax bill. Read more…


More Tax Planning and Checklists Articles

Important Tax Deadlines and Dates Eight Things to Do Now to Cash In at Tax Time Filing 2019 Taxes: Your Go-To Guide 4 Last-Minute Ways to Reduce Your Taxes Tax Tips After January 1, 2020 Video: How to Get All the Tax Deductions Possible When Filing Fatten Your Paycheck and Still Get a Tax Refund 5 Ways to Reduce Your Taxes for Next Year Tax Time: How to Get Out of Your Own Way Get Next Year's Refund Starting Next Pay Day Top Five Ways to Avoid a Tax Audit Tax Preparation Checklist Which Receipts Should I Keep for Taxes? Medical Expenses Checklist 3 Great Tips for Your 2020 Taxes Video: How to Recover Past Tax Returns 8 Tax Terms You Should Know Tax Changes You Need to Know for 2017 Video: How to Track Tax Deductions Tax Planning for Beginners Video: IRS Tax Return Retention Requirements How to Estimate Federal Withholding A Tax Guide for U.S. Immigrants Keeping Good Tax Records Video: Documents Needed to File Income Taxes How Long Do Federal and State Tax Returns Need to Be Kept? How to Start Tax Planning Making Taxes Easy: Tips for Organizing Receipts and Expenses The Art of Keeping Receipts for Your Taxes How to Secure Your Tax Information Before a Disaster Last-Call Tax Tips for 2010

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