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The Downsides of Getting a Large Tax Refund

Great news—your tax return is filed! But apparently, you’re due for a large refund. For most people, getting this type of news is better than hearing that you owe money. However, there are a handful of hang-ups that you ...

Are you tracking home improvements for your taxes?

Home improvement projects are always exciting—they offer something different, and when done right, they can bright a great ROI. A hot real estate market can make it even more and more enticing to cash in on those upgrades, sell ...

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15 Signs You’ll Need An Accountant For Your Tax Return

Whether you already know that your tax situation is unique, or you feel like you lead a pretty simple life, there are plenty of ways people can end up owing way more than they expected come tax season. Staying ...

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How Tax Returns Change Based on Your Age

When it comes to day-to-day life, we usually like to think of age and birthdays as “just a number.” But when it comes to our tax returns, those numbers can actually make a big difference! It’s important to understand ...

Growing Family? Great Tax Tips for Parents and Relatives

Welcoming a new baby into the family is always a cause for celebration. What new parents may not realize, though, is that the new addition also comes with some practical tax benefits—and also a few tax complications. But when ...

How will Social Security change in 2021?

Knowing how to keep a close eye on your budget is a valuable lesson for anyone to learn. Whether you’re a small business owner, caring for a big family, or just starting your career—it’s important to know the ins ...

How Does a Name Change Affect Your Tax Return?

There are a variety of reasons why you may have changed your name in the past year. Whether you celebrated a marriage, finalized a divorce, or decided to change your name for any other reason, there are a few ...

Insight for Your Early Retirement Goals

Even if you love the work you’re doing, there’s no denying the fact that retirement is a major milestone and cause for celebration. It can open a lot of new doors because you’ll have more time to do the ...