by Naveed Lodhi | Mar 25, 2025 | Tax Tips & Planning
Receiving a notice from the Internal Revenue Service can be a stressful experience, but it doesn’t have to be overwhelming. Whether it’s about a tax balance, underreporting income, or a potential mistake on your return, IRS notices require your attention to avoid...
by Naveed Lodhi | Mar 25, 2025 | Tax Tips & Planning
A tax return is a document you file with tax authorities like the IRS to report your income and calculate any taxes owed or refunds due. It helps determine if you’ve paid the right amount of tax throughout the year. In this guide, we’ll cover what is a tax return,...
by Naveed Lodhi | Mar 25, 2025 | Tax Tips & Planning
A tax refund is money returned to you by the government when you’ve paid more in taxes than you owe. This often happens through payroll deductions or overpaid estimated taxes. In this article, we’ll explain what is a tax refund, how it works, and what you need to do...
by Naveed Lodhi | Mar 24, 2025 | Tax Tips & Planning
Retirement planning can feel overwhelming, but it’s an essential part of building a secure financial future. One of the most popular ways to save for retirement is by investing in a 401(k), a retirement savings plan that many employers offer. Contributing enough to...
by Naveed Lodhi | Mar 17, 2025 | Tax Tips & Planning
Curious about how to manage your crypto taxes? This guide explains the key points you need to know, including what makes a crypto transaction taxable, how to report these transactions, and strategies to reduce your tax bill. Key Takeaways Crypto is taxed like...
by Naveed Lodhi | Mar 17, 2025 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Being a landlord comes with a lot of perks, but dealing with rental income taxes can feel overwhelming. Whether you’re renting out one property or several, understanding how...