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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 designate income such as “No Tax On Tips” or “Overtime”. While next year, the W-2 form will include s... read more

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 income on my tax return? We know that if a child is employed (W-2) they may need to file their own ... read more

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 income also matters. For example in 2025, if your net earnings from self-employment are $400 or more... read more

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 rejected due to a social security number. Often though, an e-file reject is simply caused by a typo or a de... read more

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 tax rate, your eligibility for specific tax credits, and ultimately, the amount of tax you owe (or the... read more

The 5 Filing Statuses - Get it Right!

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 it were as simple as choosing Single or Married. But alas, there are a whopping five (5) filing stat... read more

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 info. You can begin by making a list of what's changed since last year and gather your supporting docu... read more

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

We had an HVAC unit put into service during 2025 with a SEER2 rating of 14.3-17.1 and cost of $14980. Turbo Tax said that we don't qualify. Why?

I purchased turbo tax program from amazon. I should be able to do 5 returns, but how do I change between returns?

My w2 is online with paylocity and box 14 is empty for the no tax on overtime. On my year end pay stub I have two different overtime amounts for the year. What do I do?

Merrill Lynch-Merrill Edge not in import Dropdown

I realize it may be too early, but why isn't 'Merrill Lynch-Merrill Edge' in the dropdown for institutions to import from? All I see is Merrill Trust Managed Accounts and that doesn't feel like the correct organization. Pretty sure it was there befor... read more

New Senior Tax Deduction of $12,000 for married filing jointly.

I want to somehow confirm that TurboTax has included the new Senior Tax Deduction of $12,000 for married filing jointly in our return. We are eligible and meet the income requirements for the full deduction. There should be some way to know that it w... read more