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tax tips
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Mid-Year Is the Perfect Time to Check Your Taxes and Avoid Surprises
It is often too late to make meaningful tax changes during filing season. Learn why a mid-year check-in can help you reduce stress and improve your tax outcome.
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The Taxpayer Bill of Rights: What Every Taxpayer Should Know
The IRS recently shared a reminder about the Taxpayer Bill of Rights — ten fundamental protections that apply to every taxpayer. Understanding these rights can help reduce confusion, protect your privacy, and make navigating the tax system more manageable.
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Avoid Gift Card Scams This Holiday Season
The IRS is warning taxpayers about rising gift card scams during the holidays. Here’s how these schemes work and how to stay protected.
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IRS Tax Tip: Essential tax tips for marriage status changes
Here are a few things taxpayers should do if their marital status changed in 2024.
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IRS Tax Tips: Newlyweds Tax Checklist
Report a name changeReport any name changes to the Social Security Administration. The name on a person’s tax return must match what’s on file at the SSA. If it doesn’t, it could delay any tax refund. To update information, taxpayers should file Form SS-5, Application for a Social Security Card. It’s available on SSA.gov, by…
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Year-Round Tax Planning Pointers for Taxpayers
IRS Tax Tip Here are some simple things taxpayers can do throughout the year to make filing season less stressful. Organize tax records. Create a system that keeps all important information together. Taxpayers can use a software program for electronic recordkeeping or store paper documents in clearly labeled folders. They should add tax records to…