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982 episodes

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What You Should Know About Tax Credits

Deductions & credits

Things to know about tax credits. First, we love tax credits because of tax credit subtracts the total amount from the taxes you owe. We talked about deductions…

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What You Need To Know About Tax Deductions

Deductions & credits

A few things to know about deductions. Deductions can reduce the amount of a taxpayer's income before they calculate taxes owed. Most people take the standard deduction. The…

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Why Haven’t I Gotten My Refund for 2020?

Deadlines & filing

For many of you, you're still sitting out there saying I haven't got my refund for 2020. I'm still dealing with 2021. Do I file a 2022 tax…

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Misconceptions About Estate and Gift Taxes

Estate, gifts & inheritance

Estate and gift tax. There are a lot of misconceptions out there. I know I always talk about what you do not have to file a gift tax…

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Health Savings Accounts for Self-Employed

Health & insurance

Health savings account. I am a huge advocate for self employed, especially since some employers offered Health Savings Accounts HSA, and you can contribute up to 6850 for…

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Moving Expenses Are No Longer Deductible

Deductions & credits

Moving expense. Guys, it's no longer deduction since December 31, 2017, through January 1 of, 2026; it has been suspended. So that means if you have relocated even…

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Standard Deduction vs. Itemized Deductions

Deductions & credits

Standard deduction vs. itemized deductions. We know since 2018, we've had much larger standard deductions. Therefore, itemizing has become difficult. It doesn't mean that it's zero. The problem…

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Who Qualifies For Child Tax Credit?

Deductions & credits

Child Tax Credit. It's not so much that we have a child tax credit I want to touch on, but who qualifies for a child tax credit? There…

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Get Help Getting Your Taxes Straight

IRS letters & problems

Now is the time to start thinking about getting your taxes straight as an enrolled agent licensed by the Internal Revenue Service. It's what I do. It's what…

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Why Do I Owe Taxes With No Withholding?

Bookkeeping & payroll

And you know, I have a number of clients, and one of the first things they always try to do is, "How's my withholding not being enough? And…

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