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Tax Strategies for Couples Tying the Knot

Whether you’re on the verge of saying "I do" or have just recently celebrated your journey into marriage, there are some crucial tax insights that every newlywed needs to know. If you want to navigate the tax landscape with ...

Don’t Miss Out: Tax Savings Alternatives

Optimizing your tax situation requires proactive planning and a keen understanding of the ever-evolving tax landscape. There’s also the question of the rising and falling interest rates. If you aren’t roughly aware of the events that can trigger shifts ...

Pros and Cons: When Should You File an Amended Tax Return?

Once the tax season is well behind you, there’s usually a sense of relief! But that isn’t always the case. Encountering a tax return error can raise a lot of questions, starting with whether an amended return will even ...

Is There Tax Deductibility for Bad Debt?

Everyone should be paid what they’re rightly owed. Unfortunately, bad debt still happens. If you’re in this type of situation, the tax ramifications can go one of two ways. They’ll either work in your favor to lower your tax ...

Your Tax Refund Financial Opportunities

Receiving a tax refund can be a great financial boost for many people. Once those funds come through, you’ll immediately have some extra cash to either spend or save. However, deciding how to utilize the funds can be challenging, ...

CPA Accountant in Indianapolis going over financial documents.

How to Successfully Handle a Tax Audit

Most people will file their tax return without any issue. But that doesn’t mean you’ll be immune to a tax audit. If you’re facing extra scrutiny with your return, then it’s important to have a plan of action. Following ...

Saving for Social Security: Your Roadmap for Each Decade

Meeting your retirement goals requires a good amount of planning, and like most things in life, the sooner we get started, the better. Whenever you reach a new decade, it’s definitely smart to hit a new checkpoint for your ...

How Your Children’s Ages Impact Your Taxes

Being able to watch your children grow up is full of twists and turns, and things can get even more fun as they become more independent and start taking on new responsibilities. Along the way, though, the journey of ...

Next Steps for a Rejected Tax Return

In any given year, approximately 90% of tax returns are filed electronically, and normally everything goes smoothly. But there are still instances when minor issues, or even major problems, can pop up.

You may have had your e-filed tax ...