From investments to side hustles, a local expert is matched to your unique needs.
Get Your Taxes Done Guideposts
News
New Tax Deductions & Changes - One Big Beautiful Bill Act (OBBBA)
3250
How Does Filing an Extension Affect My Taxes?
Filing on time (typically, April 15th each year) is the goal. But life happens, tax forms don’t arrive on time, and for some people it's just overwhel...
2070
Schedule K-1: What Is It & Do I Need It For My Taxes?
Did you know that many business entities, trusts, estates, and certain investments are all required to file tax returns that produce a Schedule K-1? T...
4970
It’s Tax Scam Season: Beware & Stay Safe Out There!
Scammers are smart and it’s becoming increasingly more difficult to tell what’s legit and what’s an attempt to defraud you. The first step to protect...
1320
Tax Law Changes & Your W-2 Box 14
With the recent tax law changes, you might see additional information and codes in Box 14 of your W-2. Currently, there are no standardized codes to d...
520
Child’s Own Tax Return & Kiddie Tax
When it comes to children and taxes, it’s a confusing topic for many. Does my child need to file a tax return of their own? Do I need to include their...
1570
Do I have to file a tax return?
Whether or not you have to file a tax return isn’t just about how much income you earned. Sure, that’s part of it for most taxpayers, but the type of...
3960
Tax-Related Identity Theft: What Should I Do?
Identity theft is real, unfortunately. For some people, concerns about possible identity theft and security start to grow when a tax filing is rejecte...
4430
Maximize Your Refund: Your Video Guide to the 5 Key Tax Filing Statuses
Tax filing status impacts several key areas of your federal tax return: whether you are required to file, the size of your Standard Deduction, your ta...
The first step to maximizing your tax refund - and possibly keeping the IRS at bay - is to use the correct filing status on your tax returns. If only...
740
Help for Extension Filers: Links & Tips
The rush is on to get your taxes filed! The extension deadline of October 15, 2026 (for 2025 Individual Income tax returns) is rapidly approaching. M...
340
Jumpstart Your Taxes: Get Ready for Tax Time!
Be prepared and make tax preparation a breeze! Imagine how beneficial and stress-free it would be to not rush around last minute gathering your tax in...
210
Last Minute Tax Tips & Money Strategies!
The end of the year is more than just holidays, great food, and family! It’s also the perfect time to make smart money decisions, take action to reduc...
220
Last Minute Help: Finish & File Your Tax Returns
Your last minute tax filing concerns could include retirement, education, investments, business, state taxes, energy credits or family tax credits. A...
