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Taxes

You can’t avoid paying your taxes - but you can avoid the stress of tax season. From tax returns, credits and deductions to strategic prep and planning, we provide you with the information you need to make confident decisions when it comes to your personal taxes.

Basics

Important Tax Changes You Need to Know About For 2021 2021 Tax Year Changes Taxes

Important Tax Changes You Need to Know About For 2021

Spring signals many things. It might mean (re)committing to those New Year’s resolutions, enjoying the warming weather and signs of new beginnings in nature, or some much-needed spring cleaning. Spring is always a season represented by the classic saying “out with the old, in with the new.” And then, of course, there’s the much-dreaded tax […]

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6 minute read

W-2 vs. W-4 Tax Forms: Everything You Need to Know Income Tax Forms W-2 1040 W-4 Forms Taxes

W-2 vs. W-4 Tax Forms: Everything You Need to Know

Navigating taxes can be difficult no matter where you are in your career. Understanding the differences between W-2 vs. W-4 tax forms can be especially tricky. W-2, W-3, W-4, W-9—it can be hard to admit, but it’s easy for similar names to all blend together. And unless you’re a tax professional and knowing these things […]

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4 minute read

Net Investment Income Tax: How It Works Net Investment Income Tax Taxes

Net Investment Income Tax: How It Works

First enacted in 2013 to raise revenue for the Affordable Care Act, the Net Investment Income Tax (NIIT) introduced a 3.8% tax on net income from certain investments. This tax affects estates, trusts, and individuals with Modified Adjusted Gross Income (MAGI) over a certain threshold. Meaning that if you have yearly net income from rental, […]

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3 minute read

How Long Should You Keep Tax Returns (and Other Documents)? Old Tax Records Taxes

How Long Should You Keep Tax Returns (and Other Documents)?

Every year, millions of Americans resolve to finally get themselves organized in the New Year. Unfortunately, when it comes to financial paperwork, it’s very easy to feel beaten before you even start. There always seem to be a small mountain of documents. Add in the inevitable tax season once a year and the pile grows […]

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6 minute read