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Recent Articles

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…

Medical Expenses Checklist
Use this checklist to determine which medical expenses you can take as a deduction on your income tax return. 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…

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…


More Tax Planning and Checklists Articles

How to Estimate Federal Withholding Fatten Your Paycheck and Still Get a Tax Refund The W-4 Form Changed in Major Ways — Here's What's Different Are My State Tax Deadlines Extended Due to the Coronavirus? Top 5 Reasons to Adjust Your W-4 Withholding 5 Tips for How to File Taxes for the First Time Documents You Should Save for Tax Time Important Tax Deadlines and Dates 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 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? 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 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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