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Postmarks vs Mailing Dates: What Taxpayers Need to Know
Taxpayers have long relied on postmarks as proof of timely mailing, and that hasn’t changed. The IRS continues to honor the “timely mailing equals timely filing” rule under Internal Revenue Code §7502: if your envelope is properly addressed, has sufficient postage, and is postmarked on or before the due date , your return is considered filed on time. For a full list of filing and payment deadlines, see IRS Publication 509 . What's new? A Subtle Change What’s new is how USPS t
Jan 132 min read


Get Ready for Tax Season: How to Prepare and Stay Stress‑Free
Tax season doesn’t have to feel overwhelming. With a little preparation now, you can make filing faster, easier, and far less stressful. The IRS even provides a helpful roadmap to get you started — and one of their biggest tips is simple: gather and organize your tax records early . Below, we’ll walk through some of the key items you should collect and why they matter. And we will share a few other tips to help your tax season go more smooth. Gather All Your Income Forms Bef
Jan 62 min read


How Long Should Small Businesses Keep Their Records?
As a small business owner, managing paperwork can feel overwhelming—but knowing how long to keep your records is essential for staying...
Oct 3, 20252 min read


IRS Goes Digital: Paper Tax Refund Checks to Be Phased Out
Earlier this year, we shared news about the U.S. Treasury’s directive to stop issuing and accepting paper checks. Now, the IRS has taken...
Sep 26, 20252 min read


One Big Beautiful Bill Act: Deduction For Seniors
The legislation being referred to as One Big Beautiful Bill was signed into law on July 4, 2025, and brings significant changes to the...
Jul 23, 20251 min read


One Big Beautiful Bill Act: No Tax On Car Loan Interest
The legislation being referred to as One Big Beautiful Bill was signed into law on July 4, 2025, and brings significant changes to the...
Jul 22, 20252 min read


One Big Beautiful Bill Act: No Tax On Overtime
The legislation being referred to as One Big Beautiful Bill was signed into law on July 4, 2025, and brings significant changes to the...
Jul 21, 20251 min read


One Big Beautiful Bill Act: No Tax On Tips
The legislation being referred to as One Big Beautiful Bill was signed into law on July 4, 2025, and brings significant changes to the...
Jul 18, 20252 min read


Tax Checklist for Newlyweds
Summertime is common time for wedding bells to ring, and newlyweds can make their tax filing easier by doing a few things now. A...
Jun 18, 20251 min read


Stay on Track and Avoid Tax Surprises: Check Your Withholdings
As we move through 2025, the IRS is urging taxpayers to take a proactive step that could save them stress and money come tax season:...
May 29, 20252 min read


Treasury Ordered to Cease Issuing and Accepting Paper Checks
On March 25, 2025, President Donald J. Trump signed an Executive Order to modernize how the government handles money, switching from...
May 22, 20252 min read


Unpacking the Required Minimum Distributions Final Regulations: What You Need to Know
The IRS has issued final regulations on the changes made to the required minimum distribution rules, as reflected by the SECURE Act of...
Nov 22, 20243 min read


Navigating Online Business Tax Accounts with the IRS
The Internal Revenue Service is continuing to expand the features within Business Tax Account (BTA), an online self-service tool for...
Nov 19, 20243 min read


Don't Leave Money on the Table: Essential Tax Credits You Might Be Missing
Tax preparers often encounter clients who are confused about the various tax credits available to them. Understanding these credits can...
Oct 25, 20245 min read


IRS encourages all taxpayers to sign up for an IP PIN for the 2025 tax season
The IRS is urging all taxpayers to sign up for an Identity Protection Personal Identification Number (IP PIN) for the 2025 tax season....
Oct 24, 20241 min read


IRS Penalties: What Triggers Them and How to Avoid or Reduce Them
Tax season can be stressful, especially if you're worried about penalties. Whether you're an individual or a small business owner, IRS...
Oct 14, 20244 min read


IRS Provides Relief for Hurricane Helene Victims
The Internal Revenue Service has announced disaster tax relief for all individuals and businesses affected by Hurricane Helene, including...
Oct 14, 20244 min read


Protecting Our Seniors; Understanding and Preventing Scams
As our population ages, seniors increasingly become targets for a variety of scams. These fraudulent schemes can have devastating...
Aug 9, 20246 min read


Strategies to Prevent Costly Penalties from Underpaying Estimated Taxes
Underpayment penalties are a common concern for taxpayers, and many are unaware of how substantial they can be. These penalties are...
Jun 15, 20246 min read


Can’t Pay Your Taxes? Here Are Some Options
About 3 out of 4 American taxpayers receive a refund each year when they file their income tax returns, but there are those who for one...
Mar 20, 20244 min read
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