What does a personal tax advisor do?

Can I be honest with you? The tax profession is a complex and diverse industry. There are so many different types of tax and areas of specialties. With all the various areas of tax come even more titles associated with the tax professionals who serve those areas. ...

Educator Expenses

Everyday Tax Tips Many educators are aware of the deduction they can take on the front of their tax return for out-of-pocket expenses that aren’t reimbursed by the institution they teach for. However, hardly any educators are aware that expenses exceeding the $250...
Where’s my refund?

Where’s my refund?

It’s that time of year again: Tax filing season! Preparers are anxious and hard at work. Many Americans are gathering information to give their preparer. But after all the paper is shuffled and the buttons are pressed, the first question I receive from my clients is:...

I Won $1.5B…Now What?

There’s been a lot of hype and excitement over the growing Powerball jackpot, currently at 1.5 billion with a cash payout $930 million. From Facebook to Instagram to Twitter, the internet has been flooded with everyone’s dream vision of what they plan to do if they...

Are there tax breaks for investors?

When people ask me, “Why do I have to spend money to save money on my taxes?” I immediately respond, “Who told you that?!?” The concept that tax perks only come from spending money or having some kind of expense is the biggest tax myth ever! This simply isn’t true....