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Individual Tax

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A blue piggy bank overflowing with gold coins, labeled "EITC."

Individual TaxOctober 9, 2023

Maximize Your Refund with the EITC: A Guide to Schedule EIC

A block illustration of a person in a maze with "1040" and "1040-SR" signs, representing tax form choices.

Individual Tax, Individual Tax Preparation, Retirement Planning, Tax TipsOctober 9, 2023

Understanding Your Tax Form Options: Form 1040 and 1040-SR

Scales balancing income and Additional Medicare Tax.

Financial Planning, Individual Tax, Individual Tax Preparation, Retirement PlanningSeptember 26, 2023

Navigating the Additional Medicare Tax: A Comprehensive Guide for High Earners

Geometric line art of a person thinking about their tax refund.

Individual Tax, Individual Tax PreparationSeptember 21, 2023

How Do I Know If IRS Received My Tax Returns?

Block illustration of a person joyfully jumping towards a large dollar sign representing a tax refund.

Individual TaxSeptember 21, 2023

How Much Is the Average Tax Refund 2024 and When Will I Get Mine?

Line art person leaving California with suitcase

Individual Tax, Individual Tax Preparation, Tax PlanningSeptember 19, 2023

California Exit Tax: What High-Net-Worth Individuals Should Know in 2024