Tax Filing Deadlines Are Rapidly Approaching

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Article Highlights: Filing due date Balance due payments Contributions to a Roth or traditional IRA Individual refund claims for tax year 2022 Filing extension Foreign Bank and Financial Accounts Report (FBAR) Estimated…

Estimated Tax Payments Are Not Just for the Self-Employed

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Article Highlights: Employees Self-Employed Individuals Periodic Payments Underpayment Penalty Safe Harbor Payments Unlike employees, who have income, Social Security, and Medicare taxes withheld from their wages, self-employed…

Checking Your Federal Refund Status Is Easy

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Article Highlights 24/7 Access Quick Posting Direct Deposit Necessary Information As you are no doubt aware, the IRS has made a significant shift in its approach to issuing tax refunds by discontinuing the practice of sending…

Avoid the Postal Service Drop Boxes, Your Tax Return Might Not Get Postmarked by April 15th

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Article Highlights: The "Mailbox Rule" Has Changed The New 2025 USPS Postmark Rule How to Secure Proof of Mailing Obtaining a Manual Postmark (Hand-Cancel) Best Practices for Time-Sensitive Mailings For decades, taxpayers…

Comprehensive Guide to 2025 Tax Changes: What Taxpayers Need to Know

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Article Highlights: Modified Adjusted Gross Income (MAGI) Senior Deduction Enhancements Tax Relief for Tips and Overtime Earnings Vehicle Loan Interest Deduction Adoption and Child Tax Credits SALT Deduction Limit 2025-2029 …

Important March 2026 Due Dates

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March 2026 Individual Due Dates March 10 - Report Tips to Employer If you are an employee who works for tips and received more than $20 in tips during February, you are required to report them to your employer on IRS Form 4070 no later than…

Received a 1099-K? What You Should Be Concerned About

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Article Highlights: Why Form 1099-K Was Created Understanding the Purpose of Form 1099-K What It Means for Income Reporting Cash Income Application in Various Situations Selling Personal Items Side Hustles and Gig Economy …

Unraveling the 2025 Tax Overhaul: How New Laws Could Impact You

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Article Highlights Standard Deductions Increased New Senior Deduction Qualified Sound Recording Production Expenses Required Minimum Distributions (RMD) No Tax on Tips No Tax on Qualified Overtime New Vehicle Loan Interest…

Important February 2026 Tax Due Dates

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February 2026 Individual Due Dates February 2 - Individuals Who Must Make Estimated Tax Payments If you didn't pay your last installment of estimated tax by January 15, you may choose (but aren't required) to file your income tax return (Form…

What To Do When You Get an IRS Notice (And Why You Don’t Need to Panic)

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There’s nothing quite like opening the mailbox, seeing an envelope with “Internal Revenue Service” printed on it, and feeling your stomach drop. Even people who are perfectly organized — even people who’ve done everything right —…