Tips for Pain-Free Tax Filing

Feb 1, 2025 | Individuals, Newsletter, Tax

It’s time again to start thinking about getting your tax return prepared. Here are some quick tips you can use to help speed tax processing and avoid hassles.

  • Gather all documents needed to prepare an accurate return, including W-2s, 1099 forms, statements of interest and dividends, and relevant receipts. Failure to provide certain information could mean an incomplete return, which may require additional processing and delay any refund due.
  • Check names, Social Security numbers and amounts for accuracy and correct spelling. Also, if you supply a bank account number, double-check it.
  • Don’t wait to contact the office for a tax preparation appointment.
One Big Beautiful Bill Act / Evolution of AI

One Big Beautiful Bill Act / Evolution of AI

BDO Digital Presentation BDO Digital’s discussion on how emerging technologies are rapidly changing financial processes, decision making, and operations at businesses across the country.Download the Presentation OBBBA Presentation The One Big Beautiful Bill Act of...

4 Tax-Smart Investment Moves Before Year End

4 Tax-Smart Investment Moves Before Year End

As the end of 2026 approaches, look beyond investment performance and consider how taxes may affect your overall returns. Although tax considerations generally shouldn’t drive investment decisions, a year-end portfolio review may identify opportunities to reduce your...

Make the Most of Your HSA Tax Benefits

Make the Most of Your HSA Tax Benefits

If you’re eligible to contribute to a Health Savings Account (HSA), consider taking a closer look at your contribution strategy. You may be able to reduce your 2026 taxes while strengthening your long-term financial security. Although many people use HSAs to pay...

Ready Your Books for Tax Season

Ready Your Books for Tax Season

One of the most common bookkeeping mistakes business owners make is mixing business and personal finances. Addressing this issue before year end can simplify tax preparation, improve the accuracy of your financial records and help reduce the risk of IRS questions....

A New Type of Tax-Advantaged Account for Children

A New Type of Tax-Advantaged Account for Children

Families looking for another way to save for a child’s future may want to consider Section 530A accounts. Created by the 2025 tax legislation commonly referred to as the One Big Beautiful Bill Act, these tax-advantaged savings accounts, also known as Trump Accounts,...