Journal
A Breakdown on Filing This Year
My Tax FellaA Breakdown on Filing This Year
Not everyone is required to file a federal income tax return. Learn how income, age and filing status decide whether you must file this year, and when to file.
The IRS Math Act Spelled Out
My Tax FellaThe IRS Math Act Spelled Out
Getting an IRS notice about a math error on your return is no fun. Learn what the IRS must tell you, how to respond, and when to push back on the correction.
Learn More About an ABLE Account
My Tax FellaLearn More About an ABLE Account
If you or a loved one lives with a disability, the costs go beyond medical bills. Learn how an ABLE account lets you save tax free without losing key benefits.
Making Sure Everyone Pays Their Fairshare
My Tax FellaMaking Sure Everyone Pays Their Fairshare
I want to introduce you to someone: Your regular taxes’ less friendly cousin, the Alternative Minimum Tax.
Remember to Ask About The $1K Savings for Your Child at Tax Time
My Tax FellaRemember to Ask About The $1K Savings for Your Child at Tax Time
You may have heard about the new “Trump Accounts” and wondered: Is this just another savings account, or is it actually a better way to build savings early for my children?
First Thoughts of The New Year
My Tax FellaFirst Thoughts of The New Year
It’s a new year. And that means tax season and the nagging background thought in your head: “I should probably deal with my taxes soon” (sans urgency in January).
Information to Think About When it Comes to Retirement
My Tax FellaInformation to Think About When it Comes to Retirement
Disclaimer: This content is provided for general educational purposes and does not constitute individualized tax advice.
What HSAs Are All About
My Tax FellaWhat HSAs Are All About
Open enrollment can be confusing. You're weighing premiums, thinking about “what-if” scenarios, and trying to find the best plan.
What MFS and MFJ Actually Mean
My Tax FellaWhat MFS and MFJ Actually Mean
If you’re like many couples we’ve worked with, one of the first boxes you check when you start your annual tax prep is “Married Filing Jointly.”
2026 Tax Changes
My Tax Fella2026 Tax Changes
We’ve got another tax season just around the corner. It’s going to be a doozy due to the vast changes brought about by the One Big Beautiful Bill Act.
Tips for Those with Gigs
My Tax FellaTips for Those with Gigs
When every dollar you earn from gig work hits your bank account with no taxes withheld, it feels like you’re earning more than you really are.
All You Need to Know About the Child Tax Credit for the Upcoming Tax Season
My Tax FellaAll You Need to Know About the Child Tax Credit for the Upcoming Tax Season
The One Big Beautiful Bill Act (OBBBA) made some changes to the Child Tax Credit: some families will benefit a little more, and some a little less, depending on your unique...
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