Start planning for next year’s best tax outcome now Congratulations on crushing your taxes this year! Now, let’s get you set up for success next year. Let’s begin with the basics Taxes not your thing? No problem.Use these resources to learn the basics everyone should know. Blogs ~5 min. reads Quickly get up to speed on ways to get your best tax outcome. Articles ~10 min. reads Dig a little deeper into tax topics with these insightful articles. Podcasts ~10 min. listens More of a podcast person? Tune in to get the scoop on all things taxes. Listen: Apple Podcasts | Spotify | iHeartRadio Get working on your goals Select a category below and get resources tailored to your needs. Help me understand: Tax hacks that save me money My balance due How big life events impact my taxes My refund What credits and deductions are Tax hacks that save me money Tax Law Changes and Filing Taxes in 2025 Changes to tax laws or adjustments to key amounts may impact your federal return… Read More Tax hacks that save me money 4 Errors to Avoid at Tax Time There are a lot of errors you can avoid with a little extra diligence… Read More Tax hacks that save me money Taxes Done? Keep These Records Let’s discuss just how long you should keep your info in a safe and secure place… Read More Tax hacks that save me money 6 Tips to Help You Plan for Next Tax Season Now Get ahead to help ensure your biggest tax refund yet next year… Read More My balance due 5 Ways to Reduce Your Taxable Income The thought of filing taxes can be overwhelming. Good preparation makes it easier… Read More My balance due The Tax Benefits of Your 401(k) Plan Your contributions may lower your tax bill and help you build financial security… Read More My balance due Did You Owe Taxes in Two States? Here’s Why We’ll start with the most obvious reasons and then move to a couple others… Read More My balance due How Reselling Could Affect Your Tax Situation Reselling is a general term for a variety of different side hustles… Read More How big life events impact my taxes Should Married Couples File Jointly? The choice that a couple makes is based on their specific circumstances… Read More How big life events impact my taxes Tax Benefits for Having Dependents See what tax benefits you can take advantage of when you have dependents… Read More How big life events impact my taxes How Will Buying My First House Help My Taxes? Home ownership creates several new opportunities for you to save on your taxes… Read More How big life events impact my taxes How Changes in Your Life Can Save You Money Big life changes can mean big finance questions. We’ve got the answers… Read More My refund Interest Rates, Inflation, and Your Taxes We’ll explain how these changes affect your taxes and what IRS changes could mean… Read More My refund 5 Ways to Boost Next Year’s Tax Refund Now If you want to maximize your tax refund next year, here’s what you can do now… Read More My refund Fatten Your Paycheck and Still Get a Tax Refund If you’d rather have a bigger paycheck and a smaller refund, you can… Read More My refund Best Ways to Boost Your Tax Refund A little bit of conscious effort now can make a big difference… Read More What credits and deductions are 10 Commonly Overlooked Tax Deductions and Credits It’s smart to keep track of any potentially tax-deductible items… Read More What credits and deductions are Are HOA Fees Tax Deductible? Considering the cost of homeownership, it’s a question that many people ask… Read More What credits and deductions are Standard vs Itemized Deduction Calculator If you’re not sure which is the better option this year, you’re in the right place… Read More What credits and deductions are Tax Credits 101: What They Are & How They Work There are several ways that doing your taxes can put money back in your pocket… Read More