What should you do if your state says you didn’t file a tax return? The Best Strategy Is To Be Proactive eFile your return and keep the receipt that shows it was processed. If you mailed, either mail
Read MoreIf you receive income through social payment apps (Venmo, Cashapp, etc.), you may be in for a surprise this upcoming tax season. CHANGES Beginning this year, taxpayers must report to the IRS transactions of $600 or more that
Read MoreIf you find yourself behind on paying back taxes, we recommend you take immediate action to attempt to mitigate the damage. Here are our top tips for what to do when you owe back taxes: 1. File an
Read MoreTax season may be over for this year, but that doesn’t mean the scammers have given up. Be vigilant. Sometimes, tax scams are so obvious that you can’t imagine anyone falling prey to them. Send gift cards or
Read MoreBefore you get involved with other things, schedule a mid-year checkup. No, we’re not talking about the height/weight/blood pressure kind of checkup, we’re talking about the income statement/balance sheet/cash flow kind of checkup — a review of your
Read MoreAn account statement can provide investors with a wealth of information about their investments. How closely do you look at your brokerage account statement? Your statement can tell you a lot about your investments. The following key elements
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