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The October 15 filing deadline for taxpayers who requested an extension to file their 2019 tax return is quickly approaching. Taxpayers should remember they can file whenever they’re ready and don’t have to wait until…

By Liz Farr, CPA September 5, 2017   Over the next few decades, the Gen X and Millennial generations will be the recipients of one of the greatest wealth transfers in history. A portion of…

Taxpayers should make sure they have all their documents before filing a tax return. Taxpayers who haven’t received a W-2 or Form 1099 should contact the employer, payer or issuing agency and request the missing…

If you are one of the many people who will be filing federal taxes for the first time this year, IRS Free File may be the perfect match, especially if you are looking to save money…

While the federal income tax-filing deadline has passed for most people, some taxpayers haven’t filed their 2019 tax returns yet. If you are entitled to a refund, there’s no penalty for filing late. Penalties and…

Many people give to charity each year during the holiday season. Remember, if you want to claim a tax deduction for your gifts, you must itemize your deductions. There are several tax rules that you…

The educator expense deduction allows eligible teachers and administrators to deduct part of the cost of technology, supplies and training from their taxes. They can only claim this deduction for expenses that were not reimbursed…

The IRS encourages everyone to use the Withholding Calculator to perform a quick “paycheck checkup.”  This is even more important following the recent changes to the tax law for 2018 and beyond. The Calculator will…