Seasonal Jobs and Taxes: What You Need to Know

Seasonal Jobs and Taxes: What You Need to Know Published: 6/23/2025 Summer work can be financially rewarding, but it can also come with tax consequences that are sometimes overlooked. Here are several ideas for managing your tax obligations that come with seasonal jobs. Keep it separate. If you mow lawns, babysit or do another cash […]

Be Prepared. Audits Still Happen.

Watch Out For These Tax Surprises Published: 6/19/2025 Our tax code contains plenty of opportunities to cut your taxes. There are also plenty of places in the tax code that could create a surprising tax bill. Here are some of the more common traps. Home office tax surprise. If you deduct home office expenses on […]

GREAT! You Have a Large Refund

GREAT! You Have a Large Refund Published: 6/13/2025 For some reason, some believe it’s better to receive than to give when it comes to filing taxes. While that may help your savings account, it’s not always a great idea. Here’s why. You are the bank. You are giving the IRS an interest-free loan. And now with […]

Research Your Preferred Charities

Research Your Preferred Charities Published: 6/10/2025 Summertime often sees an increase of natural disasters, with hurricane season soon after. You may want to help, but you want to make sure the organizations are not a scam. And while fewer taxpayers itemize deductions, those that do want to ensure there deductions are legitimate. Here are some […]

Making Bad News Good Tax News

Making Bad News Good Tax News Published: 6/4/2025 With the pending tariffs and turbulent markets, the last thing on most taxpayers minds is tax planning. But in the midst of all this turmoil is the potential for tax saving activity available to those willing to plan accordingly. Here is what you need to know. In […]

Second Quarter Estimated Taxes Are Due

Second Quarter Estimated Taxes Are Due Published: 8/2/2025 If you have not already done so, now is the time to review your tax situation and make an estimated quarterly tax payment using Form 1040-ES. The second quarter due date is now here. Due date: Monday, June 16, 2025 You are required to withhold at least […]

Keep Great Business Records with These Tips

Keep Great Business Records with These Tips Published: 5/30/2025 Your bookkeeping system is the financial heart and lifeblood of your business. When set up and operating properly, your books help you make smart decisions and seamlessly turn your financial data into useful information. Here are four key characteristics to building and maintaining a healthy bookkeeping […]

Springboard Your Summer Job into Valuable Experience

Springboard Your Summer Job into Valuable Experience Published: 5/27/2025 A summer job is more than just a way to earn extra cash — it’s an opportunity to build valuable skills, expand your network, and set yourself up for future success. Whether you’re working at a local café, interning at a company, or taking on freelance […]

Estate Planning: Tips for Every Family

Estate Planning: Tips for Every Family Published: 5/22/2025 If juggling priorities were an Olympic sport, young parents would win the gold medal. Raising kids, advancing careers, paying off student loans, and saving for a home is a lot. All this makes estate planning feel like a tomorrow problem. But estate planning puts you in charge […]

How to Score the Best Travel Deals This Summer

How to Score the Best Travel Deals This Summer Published: 5/19/2025 With summer just around the corner, now is the perfect time to plan a warm weather getaway that won’t break the bank. Whether you’re jetting off to a tropical paradise or exploring a bustling city, getting the best travel deals requires a bit of […]