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Tax Planning

Financial Planning Month: Tax Edition

October 1, 2019 / Ginita Wall, CPA, CFP®

The article below is up to date based on the latest tax laws. It is accurate for your 2019 taxes (filed in 2020) and 2018 taxes, which should be filed by the April 15th, 2019 (or October 15th, 2019 with...

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Tax Planning

5 Ways to Boost Next Year’s Tax Refund Now

September 25, 2019 October 14, 2019 / Ginita Wall, CPA, CFP®

It’s oh-so-nice to get a tax refund in the spring – wouldn’t it be great if you could get one in the summer as well? Sorry, tax refunds come but once a year, but the next best thing is to get a bigger tax refund next year so it lasts into summer. Here are five tips on how to do just that.

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Tax Planning

Tax Benefits Available for Victims of Natural Disaster

September 25, 2019 / Ginita Wall, CPA, CFP®

If you haven’t already filed your taxes and were a victim of recent severe storms, flooding, or disasters you may have more time to pay taxes and file your tax returns if you were affected and in counties designated as federal disaster areas qualifying for individual assistance.

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Tax Planning

8 Last Minute Tax Tips to Make the Tax Extension Deadline

September 24, 2019 September 25, 2019 / TurboTaxLisa

The air is cooling down, fall is already here, and another important tax day is quickly approaching! If you filed for a tax extension on April 15, you have until the October 15 tax extension deadline to file your taxes....

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Tax Planning

Happy First Day of Autumn: How to Not “Fall” Behind on Your Tax Preparation

September 23, 2019 September 25, 2019 / Elle Martinez

When my husband and I started filing our taxes, we didn’t know everything we needed to know about filing taxes. We learn more and more each year and adjust our “system” as needed, especially since I’m self-employed. With the help...

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Tax Planning

5 End of Summer Planning Tips to Help You Save at Tax Time

September 20, 2019 September 25, 2019 / Jim Wang

We all like the idea of saving money come tax time but tax tips seem to only come at the end of the year. We’re going to change it up a little and provide a five tips you can do right now that should make life easier come tax time.

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Tax Planning

How to Save Before the Holiday Season is Here

September 17, 2019 / Ginita Wall, CPA, CFP®

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Tax Planning

How to Balance Your Budget During College Savings Month

September 7, 2019 September 5, 2019 / Elle Martinez

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Tax Planning

What Your Scholarships and Grants Mean for Your Taxes?

July 22, 2019 August 14, 2019 / Jim Wang

College can be very expensive and many students rely on scholarships and grants to help lower the cost of higher education. When I attended Carnegie Mellon University, I had the help of need-based grants and a handful of merit-based scholarships....

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Tax Planning

How the Sales Tax Holiday Can Boost Your Back-to-School Savings

July 17, 2019 July 23, 2019 / Elle Martinez

Back-to-school season is just around the corner! Depending on where you live, your state may be offering huge savings with a sales tax holiday shopping weekend on specific purchases. With most state sales tax ranging from about 4 – 10%,...

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