May 18, 2024
 

Finished Your Taxes? Now What Records Should You Keep?

You’ve dotted the i’s, crossed the t’s, and set up a shortcut to the refund tracker on your browser. Now you have a pile, or hopefully a hard drive, full of receipts and documents pertaining to your financial circumstances. Do..

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October 3, 2023
 

3 Ways to Keep Business and Personal Finances Separate

Your business life and your personal life are bound to run together; you hit the gym on your lunch break, grab a meal with your client, and buy your boss a friendly holiday gift. However, it’s important to separate the..

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June 26, 2023
 

Tips to Make Next Year’s Taxes Even Easier

We all want taxes to a be a bit easier – fewer numbers, less document chasing, and more wiggle room. Taxpayers have to go by the book Uncle Sam wrote, but below are a few ways you can lift the..

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January 19, 2023
 

How to Claim the Premium Tax Credit

Tax credits are oft-sought but not oft-claimed enough. This is due to taxpayers generally overlooking what’s available, or simply being out of the loop. As the rule goes, the more tax credits you claim, the less tax liability you’ll have…

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December 4, 2022
 

How to Receive the Quickest Tax Return Possible

We all want our tax return quickly. Instead of getting lost in the numbers, take these tips straight to the bank and ensure you get it mere weeks after you file. Stay Updated on Tax Changes Tax laws change every..

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March 25, 2022
 

Offshore Banking: The First Steps to Coming Clean

You might have an offshore account to make business easier abroad, qualify as an expatriate, need it for better business, or possess one for other legitimate reasons. However, there are still rules to follow to comply with IRS regulations and..

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