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Recent Articles

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…

How to File an Amended Tax Return with the IRS
Did you make a mistake on your tax return or realize you missed out on a valuable tax deduction or credit? You can file an amended tax return to make the correction. Filing an amended tax return with the IRS is a straightforward process. This article includes step-by-step instructions for when and how to amend your tax return using Form 1040-X. 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…

Every Tax Deadline You Need To Know
Make sure your calendar’s up-to-date with these tax deadlines, dates, possible extensions and other factors in play for both individuals and businesses in 2023. Read more…

How to Estimate Federal Withholding
Adjusting your withholding will ensure that you don't have too much (or too little) federal income tax withheld from your paycheck. Use Form W-4 to let your employer know how much you want them to withhold. Read more…

More Tax Planning and Checklists Articles

Video: Documents Needed to File Income Taxes Filing 2022 Taxes: Your Go-To Guide Video: IRS Tax Return Retention Requirements Documents You Should Save for Tax Time 4 Last-Minute Ways to Reduce Your Taxes Tax Tips After January 1, 2023 Top 8 Year-End Tax Tips Get Next Year's Refund Starting Next Pay Day 3 Great Tips for Your 2022 Taxes The Ultimate Medical Expense Deductions Checklist Eight Things to Do Now to Cash In at Tax Time Tax Planning for Beginners Tax Preparation Checklist Tax Counseling for Seniors and the Elderly Video: How to Get All the Tax Deductions Possible When Filing A Tax Guide for U.S. Immigrants How to Secure Your Tax Information Before a Disaster Keeping Good Tax Records The Art of Keeping Receipts for Your Taxes Making Taxes Easy: Tips for Organizing Receipts and Expenses Fatten Your Paycheck and Still Get a Tax Refund 5 Ways to Reduce Your Taxes for Next Year Last-Call Tax Tips for 2010 Tax Changes You Need to Know for 2017 Are My State Tax Deadlines Extended Due to the Coronavirus? Summer Tax Tips Tax Time: How to Get Out of Your Own Way How to Start Tax Planning 5 Tips for How to File Taxes for the First Time Top Five Ways to Avoid a Tax Audit Tax Terms You Should Know Video: How to Track Tax Deductions 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

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