A block illustration of a person strategically placing puzzle pieces labeled "401(k)," "IRA," and "HSA" into slots for tax savings and retirement growth.

Can You Really Reduce Your AGI to $0 with Tax-Deferred Contributions?

Learn how tax-deferred contributions can lower your adjusted gross income (AGI) and explore strategies to maximize your tax savings while building a strong retirement plan.

Read More

An advertising illustration of a cheerful retiree holding a "Roth IRA" gold coin, emphasizing the financial security and happiness associated with this retirement plan.

Roth IRA Pros and Cons: Is It the Right Choice for Your Retirement Tax year 2024-2025?

This comprehensive guide explores the advantages and disadvantages of a Roth IRA, helping you determine if it aligns with your retirement savings goals.

Read More

Three figures representing different filing statuses, each holding a sign with the standard deduction amount.

Guide for Standard Deduction 2024-2025: Filing Statuses, Ages, and Dependents

This comprehensive guide explains the 2024 standard deduction, including amounts for various filing statuses, additional deductions for age and blindness, and when itemizing might be more beneficial.

Read More

Line art calendar showing December 31st deadline with business icons

Solo 401(k) Contribution Deadlines, Limits, and Strategies 2024-2025

This comprehensive guide outlines the 2024 and 2025 Solo 401(k) contribution limits, deadlines, and strategies to maximize your retirement savings as a self-employed individual or small business owner, including details on the SECURE 2.0 Act.

Read More

A block illustration of a student surrounded by icons representing stipends, scholarships, and tax forms.

Student Taxes: A Guide to Stipends, Scholarships, and Investments

This comprehensive guide simplifies student taxes, explaining the tax implications of stipends, scholarships, investments, and financial aid to help students navigate tax season with ease.

Read More

Line art graphic of a hand holding a magnifying glass over a car with "Section 179" inside

Maximize Your Business Savings: Your Guide to Section 179 Deductions for Vehicles in 2024-2025

Maximize your business’s tax savings in 2024 by understanding and utilizing Section 179 deductions for vehicles, including bonus depreciation and the expanded benefits for used electric vehicles.

Read More

An advertising illustration of a happy taxpayer holding a completed Form 1040 Schedule 3 and a refund check, with the keyword "Refund" prominently displayed.

Simplifying Your Tax Filing: A Guide to Form 1040 Schedule 3 for 2024-2025

This comprehensive guide simplifies Form 1040 Schedule 3 for the 2024 tax year, explaining its purpose, who needs it, and how to correctly claim valuable tax credits to maximize your refund.

Read More

A block illustration of a boxing match between a CPA and TurboTax, representing the choice between professional and DIY tax solutions.

CPA vs. TurboTax: When to Invest in Professional Tax Help 

This guide compares using a CPA versus TurboTax for tax preparation, outlining the pros, cons, and costs of each to help you decide which method best suits your financial situation and complexity.

Read More

A block illustration of a young adult looking at a question mark made of puzzle pieces, each representing a factor determining dependency. The word "Dependent" is prominent within the question mark.

Am I a Dependent? A Guide for Young Adults & Their Families

This comprehensive guide clarifies the complexities of IRS dependency rules, helping young adults and families understand dependency status and its impact on taxes and education benefits.

Read More

An advertising illustration depicting a figure reaching for a rising stack of coins labeled "Profit Share," symbolizing the growth potential of PIUs.

Understanding Profit Interest Units: A Deep Dive for Equity Holders

Profit interest units (PIUs) offer a share in future company profits, presenting tax advantages but also requiring careful planning, including potentially crucial 83(b) elections.

Read More

Do you wish to continue with the call?

Please provide your phone number and we will contact you within 2 hours

You have successfully submitted your phone number

Please provide your phone number and we will contact you within 2 hours

You have successfully submitted your phone number