Journal
What to Do If You Have a Bigger Refund This Tax Season
My Tax FellaWhat to Do If You Have a Bigger Refund This Tax Season
With tax season now upon us, you might already be doing some mental math about the refund that might be coming your way.
Remember to Reflect on Your Wins This Holiday
My Tax FellaRemember to Reflect on Your Wins This Holiday
As we're entering Thanksgiving week, I've been thinking about how "interesting" this year has been.
Thinking of Selling Investments or Properties? Read This
My Tax FellaThinking of Selling Investments or Properties? Read This
If you've ever sold an investment or property, you know the tug-of-war it creates: do you sell now or wait for a better price?
Tips for Account Security When Holiday Shopping
My Tax FellaTips for Account Security When Holiday Shopping
Your inbox is probably filling faster than you can keep up with right now: receipts, shipping confirmations, donation reminders, Black Friday deals.
What OBBBA Means for Social Security
My Tax FellaWhat OBBBA Means for Social Security
If you're like most Staten Island retirees I talk to, Social Security plays a big role in your retirement income.
More Take-Home Money for the Family
My Tax FellaMore Take-Home Money for the Family
I talked with a new client not long ago. Married. Two-year-old at home. And yet his W-4 was still marked as single, zero dependents.
Take The Time to Proactively Plan
My Tax FellaTake The Time to Proactively Plan
Filed an extension in April and planned to deal with it later? Here is how to use the new tax law to plan ahead, file on time and avoid penalties this October.
OBBBA No Tax On Tips Broken Down
My Tax FellaOBBBA No Tax On Tips Broken Down
You’ve probably seen the headlines touting “No Tax on Tips.” Sounds great, right? Like suddenly, all those hard-earned tips are yours, free and clear.
Contacting the IRS Lately Isn't for the Weary: Leave It to Us
My Tax FellaContacting the IRS Lately Isn't for the Weary: Leave It to Us
You’ve got to contact the IRS. Maybe it’s a missing refund, a confusing paper notice, or a tax balance you swear you’ve already paid.
OBBBA's 1099-K Change: What It Means for Your Side Hustle
My Tax FellaOBBBA's 1099-K Change: What It Means for Your Side Hustle
Maybe you’re designing logos on the weekends. Driving for Uber at night. Selling thrift flips on Poshmark.
One Big Beautiful Bill and A Car Loan Interest Deduction...
My Tax FellaOne Big Beautiful Bill and A Car Loan Interest Deduction...
There’s been no shortage of opinion flying around about the new One Big Beautiful Bill Act (OBBBA). And understandably so. An 800+ page tax overhaul tends to stir the pot.
Let's Talk Withholdings and OBBBA
My Tax FellaLet's Talk Withholdings and OBBBA
You ever get a surprise in April? You either owe way more than you thought, or your refund is not what you expected.
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