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Employee Tax Expert

Hi, I'm an enrolled agent. I have 13+ years of tax experience, three of which are as a tax expert with TurboTa...

Employee Tax Expert

Enrolled Agent with 13 years of experience.

Employee Tax Expert

IRS Enrolled Agent with 20 years of tax experience!

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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 reduce your tax liability and give yourself peace of mind! The following links are filled with tips and s... read more

529 Plan distribution after graduation

529 plan beneficisry graduated college this summer and the owner has Money left in the 529 plan. Question 1: If the student-beneficiary received several academic scholarships, can the owner take that money out of his 529? 2. If he wants to remove the... read more

How can I retrieve my W2's from the previous 2 years?

It seems like the system has changed a little bit since these questions were asked in the past. Whether it's just summaries from the previous years with W2 info on them, where can I find it in my profile? I don't see an icon for previous documents or... read more

I need to file 2020,2021 and 2022 federal taxes, how or where could I do this

I need ez forms

Forgot to file 2nd W2 a few years ago

Hello I worked a w2 summer job out of state in California summer 2021 and only made like 6k and forgot to file it for 2022. I work full time in Texas, do I stillneed to file that amount and if so can someone give me detailed steps to do it on my own?... read more