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Why type of return do I need to file?

If you are an individual, whether you are married or single, you will need to file an annual 1040 tax return by April 15th. Taxpayers...

FBAR

If you have foreign bank accounts in other countries as a US citizen, you may be wondering what this means when it comes to filing your t...

SECURE ACT 2.0 Roth Changes

The SECURE Act made many changes to retirement accounts, including IRAs and 401Ks. One major area of change is with Roth accounts...

Are Holiday Gifts Taxable?

It’s that time of year when everyone is giving gifts, and sometimes that means cash. However, gifts can also be cars, jewelry or investments

3 Credits to Maximize your Tax Refund

You have to pay taxes – it’s the law, but that doesn’t mean there aren’t ways to minimize your liability and maximize your refund....

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