Best Advice For Your Tax Refund

My advice typically is to strategically plan for your tax obligation throughout the year, thus minimizing your refund at tax time (which is really your money that the government saved for you throughout the year without paying you any interest on it), but many clients like to have spring refund “windfall”. So what is the best […]

3 Common Mistakes You Don’t Want To Make This Tax Season

A couple weeks ago was the beginning of every American’s favorite time of the year … to hate: tax season. Starting January 28th, the IRS started accepting tax returns for the 2018 tax year. Here are three of the most common tax season mistakes you don’t want to make: 1) Missing last minute tax-saving opportunities […]