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Recent Articles

Video: Documents Needed to File Income Taxes
Wondering which documents are needed to file your taxes? This video will carefully outline the different forms that will help you complete your taxes. Read more…

The W-4 Form Changed in Major Ways — Here's What's Different
In 2020, the W-4 form changed to help individuals withhold federal income tax more accurately from their paychecks. Learn everything you need to know so you can update your W-4 with confidence. 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…

Tax Counseling for Seniors and the Elderly
Besides the 1040-SR form, seniors have special options available to file and pay their taxes. Here's a guide to tax counseling for the elderly. Read more…

Making Taxes Easy: Tips for Organizing Receipts and Expenses
Tracking your expenses could help you save money at tax time. But it's essential that you keep receipts and documentation to back up each expense and justify your deductions if necessary. Follow these tips to organizing receipts and expenses to make taxes easy. Read more…

More Tax Planning and Checklists Articles

The Ultimate Medical Expense Deductions Checklist Fatten Your Paycheck and Still Get a Tax Refund 5 Ways to Reduce Your Taxes for Next Year The Art of Keeping Receipts for Your Taxes 3 Great Tips for Your 2020 Taxes Tax Preparation Checklist When are Taxes Due? Important Tax Deadlines and Dates Top 8 Year-End Tax Tips Get Next Year's Refund Starting Next Pay Day Video: How to Track Tax Deductions Summer Tax Tips How to Estimate Federal Withholding Tax Time: How to Get Out of Your Own Way How to Start Tax Planning How Long Do Federal and State Tax Returns Need to Be Kept? Which Receipts Should I Keep for Taxes? Video: How to Recover Past Tax Returns How to Secure Your Tax Information Before a Disaster Last-Call Tax Tips for 2010 Tax Changes You Need to Know for 2017 Top Five Ways to Avoid a Tax Audit A Tax Guide for U.S. Immigrants 8 Tax Terms You Should Know Video: IRS Tax Return Retention Requirements How to File an Amended Tax Return with the IRS Documents You Should Save for Tax Time Are My State Tax Deadlines Extended Due to the Coronavirus? 4 Last-Minute Ways to Reduce Your Taxes Tax Tips After January 1, 2021 Filing 2020 Taxes: Your Go-To Guide Top 5 Reasons to Adjust Your W-4 Withholding Eight Things to Do Now to Cash In at Tax Time Tax Planning for Beginners Keeping Good Tax Records Video: How to Get All the Tax Deductions Possible When Filing

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