Tax season doesn’t have to be surprising. A quick tax checkup can help make sure you’re on track and avoid surprises when you file your taxes next year. What is a tax check up? A tax checkup is when you look at your tax situation to make sure when you file your tax return the…

Often when we think of tax refunds, we think getting the biggest tax refund possible is great. But it may be better to keep more of your money each month by having less taxes withheld from your pay.  This may help you pay your bills, pay off debt faster, or boost your savings.  But you…

Most of us get tax refunds when we file our tax return. But sometimes we owe the U.S. Treasury some taxes when we file our tax return.  Whether it’s expected or unexpected, the good news is if you owe, there are options. The IRS ultimately wants you to be able to pay.  My advice starts…

To help ease some of the difficulting of contacting the IRS during tax season, we are sharing four approaches you can try to fix your tax issue.  1) Discuss with your tax professional or tax preparation service if you have one. For some of us, this may seem obvious, but maybe we weren’t happy with…

I like to say that your IRS online Tax Account is your friend. The IRS has slowly been adding capabilities to your online account. Which means there are customer service improvements. I expect improvements to continue since the more that can be done online, the less the strain will be on the IRS customer service…

As of late December 2021, the IRS had a backlog of 6 million unprocessed individual tax returns and 2.3 million unprocessed amended individual tax returns from last year. As a result, this tax season is expected to include delays in processing. In this article, we will share five steps to help avoid delays and what…