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What You Need to Know for the 2024 Tax Season

Curious about the latest tax changes?  Don’t worry, we’ve got you covered.  We’ll highlight any tax law changes or adjustments that may affect your return, so you can continue to file...

5 Tips to Help You Save Your First $1,000

We’d all love to have a nice cushion in the bank. It doesn’t have to be six figures but enough to cover an emergency without panicking. Unfortunately, that isn’t the case for most Americans. More...

What Are Digital Assets and How Are They Taxed?

The information in this article is up to date for tax year 2023 (returns filed in 2024). With the rise of cryptocurrencies, NFTs, and widespread digital infrastructure, more and more people are...

HSA vs. FSA: Which Offers the Best Tax Advantages?

The information in this article is up to date for tax year 2024 (returns filed in 2025). FSAs and HSAs are tax-advantaged accounts that offer savings on health costs. Each works a little...

IRA vs. 401(k): What’s the Difference?

The information in this article is up to date for tax year 2024 (returns filed in 2025). Retirement investing has significant tax benefits and financial implications now and in the future. That’s...

Cómo evitar deberle al IRS el próximo año

La información en este artículo está actualizada para el año fiscal 2024 (declaraciones presentadas en 2025). La mayoría de los contribuyentes reciben un reembolso cuando presentan su declaración de...
7 movimientos fiscales a realizar antes del año nuevo 

7 movimientos fiscales a realizar antes del año nuevo 

¿Puedes creer que 2023 está a punto de terminar? Antes de cerrar este año, hay algunos movimientos relacionados con los impuestos que debes hacer. Nuestros consejos pueden ayudarte a obtener una factura de impuestos más baja y dinero extra en tu bolsillo, si te mueves...

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5 maneras de aumentar tu reembolso de impuestos 

5 maneras de aumentar tu reembolso de impuestos 

¿Quieres aumentar tu reembolso de impuestos esta temporada? No estás solo. La mayoría de las personas quieren recuperar lo más posible, o al menos, no pagar más de lo necesario. La parte difícil es saber por dónde empezar. Afortunadamente, nos tienes de tu lado. Te ayudamos a...

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5 Ways to Increase Your Tax Refund

5 Ways to Increase Your Tax Refund

Want to increase your tax refund this season?  You’re not alone.  Most people want to get back as much as they can or at least pay no more than necessary.  The hard part is knowing where to start.  Luckily, you have us in your corner.  We’ll shed some light...

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7 Tax Moves to Make Before the New Year

7 Tax Moves to Make Before the New Year

Can you believe that 2023 is almost over?  Before we bring this year to a close, there are some tax-related things you need to do.  Taking our advice can lead to a lower tax bill and extra cash in your wallet if you move quickly. Beef up your retirement savings There are a...

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8 Life Events That Have a Major Impact on Your Taxes

8 Life Events That Have a Major Impact on Your Taxes

Going to college, having a baby and buying your first home are all huge milestones. You may not realize it but some of the events that take place in your personal life can completely change your tax situation. Each life changing event can open the door to new tax breaks or...

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