2019 Tax Planning Checklist

Tax season has for many become synonymous with stress but preparing now can ease some of that stress.
5 Steps to Start Saving for Your Children

What’s the best way to start saving for my children?
What is the difference between a Tax Credit vs. Tax Deduction?

Which one is better for you?
What’s the difference between a CPA, EA or non-registered tax advisor?

Does it matter if the person who is filing your taxes is certified?
If you’re getting a tax refund, what should you do with it?

3 things you can do to get financially ahead
A Simple Financial Planning Strategy to Kickstart Your New Year

Knowing the holidays the U.S. financial markets and banks are closed is just as important as knowing their daily hours of operation.
If I File an Extension, Can I Pay My Taxes Later?

What you need to know about filing a tax extension.
Is It Good to Get A Tax Refund?

What getting a tax refund really means.
3 Things to Know About Tax Extensions

With many reasons to file an extension, find out if you should file one.
3 Things You Need to Do Now to Prepare Your Taxes

Take yourself out for a money date to do your taxes.