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Tax Planning

How to Save Before the Holiday Season is Here

September 17, 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 2019 with filed...

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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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Tax Planning

Happy National Fitness Day: Stay Fit and Save Money with These 5 Tips

May 4, 2019 July 8, 2019 / Elle Martinez

I’m so happy the weather has been warming up! After a cold winter and a pretty bad start to spring with high pollen counts, I’ve been indoors more than I’d like to be. Now that the temperatures are consistently pleasant,...

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Tax Planning

Intuit TurboTax Tip: When Do I Amend My Tax Return? Take Note of These Steps

May 1, 2019 July 10, 2019 / Elle Martinez

What if we missed a form? What’s the procedure for that? In that case we may need to amend our tax returns. For anyone who thinks that may have to do that, here is some information to help it be as painless as possible.

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Tax Planning

Unable to Pay Your Tax Bill? Here’s What To-Do

April 24, 2019 July 11, 2019 / Jim Wang

Another bill, oh no! It doesn’t feel great to file your tax return and find out you owe money. It’s like heading out the door and discovering your car won’t start! But don’t worry, you actually have several options if...

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Tax Planning

Goodbye Tax Season! But Wait, What Records Should I Keep?

April 22, 2019 April 23, 2019 / Philip Taylor

The tax deadline has come and gone – time to breathe a sigh of relief! But before you throw all of your tax documents up in the air to celebrate the occasion, we need to discuss just how long you...

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Tax Planning

Did You Miss the Tax Deadline? 3 Steps You Can Take Next

April 16, 2019 July 23, 2019 / TurboTaxLisa

The tax deadline has come and gone unless of course, you filed a tax extension. If you missed the tax deadline and didn’t file your taxes or an extension, here are a few steps you can take to get your...

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Tax Planning

3 Days Left to File! TurboTax Experts Share Their Favorite Tax Tips

April 12, 2019 July 23, 2019 / TurboTaxBlogTeam

Time flies when you’re having fun, right? Well, that’s how we feel about tax season! The April 15th tax deadline is quickly approaching, and even if taxes aren’t your definition of fun, check out some favorite tax tips straight from...

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