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Tax Planning

10 Easy End of Year Tax Tips to Increase Your Tax Refund

November 1, 2019 December 6, 2019 / TurboTaxLisa

The article below is up to date based on the latest tax laws. It is accurate for your 2019 taxes (filed in 2020). It’s hard to believe that we are in the last quarter of the year! With 2019 coming...

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Tax Planning

What Should I Do if I Missed the Extended Tax Deadline?

October 22, 2019 October 23, 2019 / TurboTaxLisa

The extended tax deadline was October 15th and while many scrambled to make the tax deadline, some of you may have missed it and are wondering what to do. Don’t worry! If you missed the extended tax deadline, here are answers to 5 of your burning questions to help you figure out what to do next.

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Tax Planning

FAFSA 101: Your Guide to Financial Aid

October 21, 2019 November 15, 2019 / Jim Wang

Higher education has become more and more expensive each year. Fortunately, financial aid has also increased and the best way to apply for it is to fill out the Free Application for Federal Student Aid (or FAFSA) form. Completing the...

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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 January 3, 2020 / 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