“There are two valuable credits that the IRS reports one out of five people miss every year. The Earned Income Tax Credit is ...

The number of returns filed as of March 7, 2025 (the latest figures available) is down from last year by 2.1%, with ...

When my wife pointed out that our combined income would affect our Roth IRA contributions, I realized I needed to learn more ...

WESH 2's Jason Guy and certified financial planner, Reshell Smith, discuss different ways to alleviate any common dread ...

Tax scammers may try to reach you in a number of different ways — from lookalike emails, texts or phone calls impersonating ...

Tax season often brings a whirlwind of challenges for financial advisors and their clients. But in the midst of this hectic period lies a wealth of opportunities, particularly in client coaching and ...

There are also some key dates that you need to remember. For most individuals, the deadline to file your tax return is April ...

Meanwhile, CPA Jim Buttonow in North Carolina and enrolled agent Joshua ... Money collected by the IRS during tax season is critical to the federal government’s bottom line. As it is, Werfel said, ...

Tax season is a busy time for financial advisors, but it also brings overlooked opportunities for client coaching on year-round tax savings and for future growth via CPA referral agreements.