Tips & Tricks

Market values of homes are skyrocketing and higher property tax bills are soon to follow. Prepare now to knock your property taxes back down to earth. What is happening [...]

Both your individual tax return AND first quarter estimated tax payment are due by Tuesday, April 18th. Here is what you need to know. First quarter due date: Tuesday, [...]

The popular Where’s My Refund feature on the IRS website allows you to see the status of your refund after filing your income tax return. What you should know [...]

In an effort to keep taxpayers from transferring wealth from one generation to the next tax-free, there are specific limits to the amount of gifts one may give to [...]

Each year the IRS publishes their activities in a publication called the Data Book. And each year for the past number of years the number one target of audits [...]

Despite what you may think, the marriage penalty is still alive and well. Whether you’re changing your filing status in 2022 because of marriage, divorce or another event (or [...]

If you are looking for tax-free income and more flexibility during retirement, perhaps you should look into investing in a Roth IRA. While Roth IRA contributions are not sheltered [...]

If you’ve ever had to care for a sick, elderly or disabled person, you know it can be difficult financially as well as emotionally. A recent study found that [...]

More than 90% of individual tax returns are now filed electronically, and usually the process goes smoothly. When an e-filed tax return is rejected, however, e-filing can become more [...]

In a tax court decision, a judge ruled that a joint tax return not signed by both spouses is not a validly filed tax return.* This seems like a [...]