What Is Tax Preparation?

What Is Tax Preparation?

Tax preparation is the process of collecting and organizing your financial documents and using that information to accurately complete and file your tax return. While every tax situation is unique, this process typically includes gathering forms like W-2s, 1099s, and...
6 Myths About Tax Professionals

6 Myths About Tax Professionals

At least 1 in 9 Americans are facing tax problems. This isn’t surprising when you realize the U.S. Tax Code and IRS regulations span over 74,000 pages—and are constantly changing.No one should have to navigate that alone. That’s where we come in.Whether you’re...
Get a Head Start on Tax Season—Confidence Starts Now

Get a Head Start on Tax Season—Confidence Starts Now

If you’re planning to file taxes for the first time next year, now is the perfect time to start preparing. Tax season doesn’t have to be stressful—especially if you take a few smart steps over the summer and fall.Here’s how to get ahead so you’re confident and...
Understanding H.R. 1 (“One Big Beautiful Bill Act”): What It Means for Individuals & Small Business Owners

Know Your Rights as a Taxpayer

Directly sourced from the IRS – keep this list handy to understand your protections when dealing with the IRS.Every taxpayer has a set of fundamental rights. The IRS is obligated to protect these rights and help you understand them. Here’s a summary of what you’re...
What the “One Big Beautiful Bill Act” Means for Your Taxes

What the “One Big Beautiful Bill Act” Means for Your Taxes

On July 4, 2025, H.R. 1 – officially titled the “One Big Beautiful Bill Act” – was signed into law. This sweeping legislation makes permanent many of the provisions of the 2017 Tax Cuts and Jobs Act (TCJA), while introducing several new tax breaks aimed at workers,...