
Why Your Tax Refund (or Balance Due) May Be Very Different This Year
Surprised by your tax refund or balance due? Learn how withholding, bonuses, side income, and investments affect your taxes — and why planning matters.

Surprised by your tax refund or balance due? Learn how withholding, bonuses, side income, and investments affect your taxes — and why planning matters.

January is an interesting time of year for taxes. It is the start of a new tax year, W-2s and 1099s are starting to appear,

As a business owner or investor, understanding the tax advantages available through Qualified Small Business Stock (QSBS) can result in substantial tax savings. This powerful

The comprehensive tax legislation signed on July 4th brings major changes affecting your 2025 taxes and beyond. From permanent lower tax rates and enhanced standard deductions to new credits for families and special deductions for seniors, these provisions create significant planning opportunities—but only if you act now.

If you’ve seen recent headlines—or even received an email from the Social Security Administration—you might be wondering whether Social Security benefits are now completely tax-free

Taxpayers with foreign financial accounts have specific reporting requirements mandated by the Internal Revenue Service (IRS) and the Financial Crimes Enforcement Network (FinCEN). Whether you’re

Running a small business is demanding. Between managing employees, juggling client deadlines, staying on top of invoices, and trying to squeeze in a little marketing—it

The EV tax credit debate explores its benefits for sustainability and economic growth versus concerns over cost and market impact. Learn both sides of the argument and how policies have changed under different administrations.

For many business owners, purchasing a company vehicle is a necessary investment—but it can also be a great tax-saving opportunity. The Section179 deduction allows businesses

Tax season is stressful for many, especially if you’re worried about penalties. Either as an individual or a small business owner, IRS penalties can be