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Would you be happy to get $5,000 less of a tax refund than last year? One of my clients had over $5,000 in income tax withheld from her...

Did you ever miss the tax deadline by a hair, since you kept on putting off that trip to the post office? Part of my process in the rare...

Be very careful with relying on AI/ChatGPT for tax or legal info. Many times it's wrong, and not only that, it will fool your mind into...

When can you file your 2023 Tax Return? Monday, Jan. 29, 2024, is the official start date of the 2024 tax season when the IRS will begin...

Here's a hack on how to make preparing for filing your 2023 tax return organized and easy: Make a list of all your income sources, and...

They were shocked! Instead of receiving a stimulus payment of $9,800, they received a tax bill for over $10k! How did this happen? This...

Don't be fooled! The automatic two month extension for US citizens abroad to file their taxes is an extension of time to file, not an...

Is a parsonage allowance a way to get around all taxes? Not so fast. There are a lot of misconceptions on this confusing topic. Members...

What is a Roth IRA and why would you want one? A Roth IRA is a retirement account which uses after-tax contributions. Meaning, whatever...

Does your tax accountant understand your lifestyle? Is yours completely different than theirs? I've found that important tax planning...

Tax season 2023 is finally upon us!! An important thing to keep in mind: For returns of the 2022 tax year, the COVID stimulus payments...

Newsflash: Canada is not part of the United States for FBAR (Foreign Bank Account Report) filing purposes. Yes, it is considered a...

Do you have a bank account in a foreign (non-US) country? If so, there's a good chance you may need to file an FBAR (Foreign Bank Account...

A tale of two expat tax returns: Two clients, both self employed with about $45K income. One owed over $4,000 in taxes, the other...

A goldmine hidden in plain sight: The FFCRA Refundable Credit for self-employed individuals. This credit, new for the 2020 tax season,...

Tax planning for low income taxpayers - an oxymoron? Definitely not! Traditionally, many accountants have overlooked tax planning for low...

Why hire a tax professional for your personal tax return if you could just use free TurboTax or another online service? A waste of money,...

Providing tax return clients with unsolicited advice on investing: I was apprehensive at first about the response that might result, but...

Small business owners: Are you keeping track of your revenue, expenses, profits? Filing tax returns? Is it all just a big mess? Sounds...