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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...
The Best Entry-Level Remote Jobs

The Best Entry-Level Remote Jobs

According to a survey by CNBC and SurveyMonkey, remote workers are happier with their jobs than employees who show up to the office.  Remote workers are also more likely to work full-time and earn more money.  If you’re interested in working from home, here are some good entry-level...

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2 Reasons to File a Tax Return Even if You Don’t Have To

2 Reasons to File a Tax Return Even if You Don’t Have To

Don't lose money by not filing a tax return.  In July, the IRS revealed that it had more than $1.5 billion in unclaimed refunds because 1.4 million people didn’t file their 2016 federal return. The average refund was around $861.  Even if you aren’t required to file, there are a...

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IRS Warns People About a Covid-Related Text Message Scam

IRS Warns People About a Covid-Related Text Message Scam

The IRS and it's Security Summit partners are warning people to be aware of a new text message scam. The thief's goal is to trick people into revealing bank account information under the guise of receiving the $1,200 Economic Impact Payment.   Here's how this scam works People...

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Get Ready to File Taxes: What to Do Before the Tax Year Ends

Get Ready to File Taxes: What to Do Before the Tax Year Ends

There are things taxpayers can do before the end of the year to help them get ready for the 2021 tax filing season. Below are a few of them. Donate to charityThere is still time to make a 2020 donation. Taxpayers who don't itemize deductions may take a charitable deduction of up to...

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Easy Steps to Protect Your Computer and Phone

Easy Steps to Protect Your Computer and Phone

Here is a video tax tip from the IRS:  Easy Steps to Protect Your Computer and Phone English | Spanish | ASL https://youtu.be/V3hdiCtKj5s English https://youtu.be/Yl16mwRzMfk Spanish https://youtu.be/HSjHTKPVIeA ASL Source: IRS.gov

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Eight Facts to Help Determine Your Correct Filing Status

Eight Facts to Help Determine Your Correct Filing Status

Determining your filing status is one of the first steps to filing your federal income tax return. There are five filing statuses: Single, Married Filing Jointly, Married Filing Separately, Head of Household and Qualifying Widow(er) with Dependent Child. Your filing status is used...

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8 ways to save money during the holidays

8 ways to save money during the holidays

With Christmas less than a month away, the pressure is on to find great gifts for your loved ones.  Holiday shoppers are expected to spend $997.79 on gifts, food, and decorations this year.  But the question is can you afford it?  Often, people end the year in debt...

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6 Things to Stock up on as COVID-19 Cases Surge

6 Things to Stock up on as COVID-19 Cases Surge

Remember how hard it was to find toilet paper when the pandemic began?  Well, you’re about to start experiencing déjà vu.  Over the last 7 days the United States has averaged more than 157,000 new cases of COVID-19 daily.  As the numbers rapidly increase, people have...

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