TaxAct Review: An Affordable DIY Tax Option

If you’ve been looking for a cheaper way to get your taxes done, TaxAct could be the online software for you. It’s more affordable than many other software options out there, and it could prove especially helpful if you’re preparing your own taxes for the first time. Getting Started To start with TaxAct, you’ll have […]

Published or Updated: February 26, 2016

Guide to Filing Your 2015 Income Taxes

For the 2015 income tax filing season, here is some important information that you will need to prepare your return. The list summarizes a number of common questions. Additional research may be needed to determine the degree to which each question applies to your personal situation. What are the key dates for the 2015 tax […]

Published or Updated: January 29, 2016

Comparing The 5 Best Tax Software Programs

More than 27 million taxpayers used computer software to e-file their taxes from home in 2014. Being that was two years ago, I’d venture a guess that the number has gone up since then. So, why the huge jump in e-filing taxpayers? The federal “Free File” program may be one answer. Free File is an alliance between the […]

Published or Updated: February 6, 2016

H&R Block 2015 Tax Software Review

H&R Block has long been a trusted name in affordable tax preparation. (And they’ve had some pretty slick Hulu commercials that past few years, too!) Now, they offer their DIY tax filing option online. What’s new this year, and what level of H&R Block’s online software might work best for your needs? Get the details […]

Published or Updated: January 18, 2016

TurboTax 2015 Review

TurboTax is the software I use to file my own taxes each year. Even as a freelancer, with more complicated taxes than most, it works well for me. This year, the Intuit software adds some great new features. As always, it’s available in multiple versions at several price points, and it’s a functional, step-by-step software just […]

Published or Updated: January 11, 2016

2016 Federal Income Tax Brackets, Deductions, and Exemption Limits

Just as we move into the 2015 “tax season” – when we begin preparing our income taxes for the year that just ended – the IRS rolls out the new federal income tax brackets, deductions and exemption limits for 2016! Confusing, perhaps, but absolutely necessary at the same time. After all, it’s 2016 now and all […]

Published or Updated: January 6, 2016

12 Last Minute Tax moves for 2015

With the year coming to a close, now is a good time to consider a few last-minute tax moves. With just a little effort, you potentially can save thousands in taxes. And even though 2016 is just around the corner, there’s still plenty of time to get last minute tax moves completed. Here are 12 tax […]

Published or Updated: December 23, 2015

Is a Donor-Advised Fund Right for You?

My wife and I opened a donor-advised fund several years ago. We chose Vanguard because it’s fees are some of the lowest available anywhere. Having made our charitable contributions through the fund, including donating appreciated stock and mutual fund shares, I thought it was time to cover this unique way to make donations. In addition, […]

Published or Updated: December 10, 2015

9 Tax Moves to Make Now

With the end of the year approaching, now is the perfect time to examine your tax situation from an investor’s perspective. After all, paying too much in taxes is the ultimate net-worth killer. Fortunately, some thoughtful end-of-year tax planning could result in you paying far less than you ever imagined. Here are nine tax moves […]

Published or Updated: September 24, 2015

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