Blog

Excuses that DON’T count for failing to file and pay your taxes: My dog ate my documentation.I wasn’t feeling well…every day of tax season.I thought the deadlines were null because of the IRS layoffs and budget cuts. So far, even with the layoffs and budget...

Nobody enjoys doing their taxes… nobody. And that is one of the many reasons why I do what I do. It’s complicated and nuanced. There are a lot of boxes to check (literally). One particularly frustrating part of the tax return process is finishing your federal...

Start booking your Florida beachside condo: So far this current tax season, the average refund amount is up by 18.6 percent since last year (jumping from 1.7K to 2K). I kid about the beachside condo – this isn’t the bonus you might think it is. A high refund...

2025 has been a hard year already, and it’s only mid-February. There’s one portion of that I want to address today. But first, did you catch any of SNL’s 50-year anniversary special? Laughter is a medicine we all need a spoonful of right now. Enjoy any...

 I talk a lot about the plethora of ways you can get into tricky situations with the IRS. My hope is always to reach someone who might need help navigating one of these challenges and get them back on solid ground.But, I’m also acutely aware that there are...

Remember the days when you checked the contents of your mailbox and found a birthday card from your grandma or a handwritten letter from a friend? Those are the kind of surprise pieces of mail you are happy to find.   Still, not all surprise pieces of mail...

I truly hope your weekend wasn’t spent anticipating a weather report from a certain notorious rodent. Because Punxsutawney Phil hasn’t had the most reliable track record in the past – 70 percent of his predictions have been wrong in recent years. You know...

I’m feeling a bad case of deja vu after the teams playing the Super Bowl were decided this weekend. How about you?Most of America isn’t thrilled about the fact that the 2025 SuperBowl will feature the familiar faces of the Chiefs and the Eagles. Success breeds...

For a lot of people, this time of year (aka tax season) is scarier than a haunted house. It’s when you have to face the IRS all over again. The natural starting point for that is to start organizing all those tax records of yours that document your financial...