How to Find the Right Tax Preparer for You

How to Find the Right Tax Preparer for You

It’s that time of year again when taxes are front and center in our minds. With any luck you’re motivated to get that tax return filed to get your refund pronto, but that’s not always the case. If you’re considering hiring a tax preparer for the first time or looking to find a new tax preparer, here are some questions to help you find the right tax professional to suit your needs.

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How Tax Reform May Impact Your Paycheck

How Tax Reform May Impact Your Paycheck

We’ve been talking about the tax bill for a while now, but despite all the politically commentary attached to it, the bottom line seems to be a bit fuzzy still. If you’re still trying to understand if you need to make changes to keep from getting hit with a large tax bill in 2019, here is some information to help you make sense of it all.

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Four Tax Moves to Make Before 2018

Four Tax Moves to Make Before 2018

With tax reform all but signed into law, there are big changes coming to individuals starting in 2018. For better or worse, there’s a lot of unpacking that still needs to happen, but there are some planning items that you can do right now to save you money.

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How to Maximize Your Donations

How to Maximize Your Donations

We all like to give where we can, especially this time of year when appreciating what we have and taking care of others is at the forefront of our minds. You may be bombarded with requests to give and wonder how you can make your donation go as far as possible. Here are some tips to do just that and to help maximize the impact of your donation.

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Making Sense of Your Paycheck

Making Sense of Your Paycheck

Have you ever gotten a new job or a raise only to realize that when payday rolls around you’re taking home a whole lot less than you were expecting? Have you ever thought, “why is my paycheck so small?” While we all expect to pay taxes on our wages, most people couldn’t tell you what all of the line items on their paystub are. Here we cover some of the most common items affecting your take-home pay.

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Why I Assume My Identity Has Been Stolen: And What I Do About It

Why I Assume My Identity Has Been Stolen: And What I Do About It

Between the Equifax and Target data breaches, whether you’re making a purchase online or in person, your information is at risk. As a result, I’ve taken the stance that I will always assume that my information is out there on the dark web for anyone to use, and here’s what I do about it.

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Saving for College: What You Need to Know About 529 Plans

Saving for College: What You Need to Know About 529 Plans

If you’re looking into saving for your child’s college education, you may have heard of 529 college savings plans. But what are these plans, what are the benefits, and are they the right options for you and your family? Here’s what you need to know in a nutshell.

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How the IRS Reviews Your Tax Return: Should You Be Worried?

How the IRS Reviews Your Tax Return: Should You Be Worried?

With the deadline to file your taxes officially looming we spend some time explaining the process the Internal Revenue Service (IRS) uses to review your return. As dry as taxes may seem, it’s always a good thing to understand what the IRS is looking for and how they go about reviewing your return.

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Should You Factor Social Security into Your Retirement Planning?

Should You Factor Social Security into Your Retirement Planning?

As a millennial, I’ve always heard that Social Security income will be a thing of the past by the time we reach retirement age. The ultimate question is whether you should factor these benefits into your future income or assume that the social security system as we know it will have disintegrated by the time we come to retirement age. Here are the basics to consider.

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What You Need to Know About Your 2016 Tax Return

What You Need to Know About Your 2016 Tax Return

What comes around every year, induces fear and panic, and leaves you feeling utterly bewildered? That’s right… TAXES! We hate to talk about them, we hate to pay them, but whether we acknowledge it or not they’re a huge part of our finances. So what do you really need to know? Let’s break it down.

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