Tax Return Basics

Feb 16, 20225 min read

All About Tax Withholding and Estimates

Tax withholding and estimates is a topic that throws many taxpayers for a loop. It may seem daunting, but there are resources to help.

Jan 18, 20222 min read

Protect Yourself from Tax Identity Theft

Tax identity theft is when someone uses your stolen personal information, including Social Security number, to file a tax return claiming...

Nov 23, 20219 min read

Retirement Account Basics

I previously talked about the tax implications of investments, but that information specifically excluded retirement accounts. This is...

Oct 27, 20217 min read

What are the tax implications of my investments?

Every year I get a lot of questions about how investment accounts impact taxes. One thing to address right off the bat is that retirement...

Sep 14, 20217 min read

Itemized Deductions - What are they?

For many, the itemized deduction has gone the way of the dodo bird. Since the Tax Cuts & Jobs Act (TCJA) of 2017, the personal exemption...

Aug 13, 20215 min read

Anatomy of a Tax Return

Individual income tax returns have many moving parts, but they can be broken down into a few big categories. In this tax basics post we...