New USPS Regulations: Don’t Run Afoul of the Mailbox Rule!

The Internal Revenue Code provides that a mailed tax document or payment is deemed to be filed timely if it is properly addressed, has sufficient postage, and is postmarked by the US Postal Service (USPS) on or before the deadline, even if the IRS receives it later than the due date. In other words, when…

What Documents Do I Need to File My Individual Income Tax Returns?

Seems like I just barely put my holiday decorations away, and now it’s  already time to start gathering documents for my 2024 income tax returns. Whether you are super-organized or the type who thinks about taxes only on April 14, this article is meant to help make the document gathering and filing process a little…

IRS First-Time Abatement Program Policy Change

Did you know that if you file a tax return late, pay taxes late, or make mistakes in making tax deposits, the IRS imposes a penalty? For your sake, we hope you don’t know that from experience. The good news is that there are ways to negotiate with the IRS that allow you to reduce…

Tax Planning Strategies for Multi-State Real Estate Investors

In today’s market, investing in real estate across state lines has become an increasingly accessible and effective way to build a diversified portfolio and tap into areas that show strong demand and potential for appreciation. Real estate investors now own about 20 percent of the 86 million single-family homes and townhomes across the country. Of…

Tax Harvesting Strategies: How to Make Gains and Losses Work in Your Favor

Learn tax-gain and tax-loss harvesting strategies for 2025. Maximize investments, reduce tax liability, and plan year-end tax positions with proven tactics.

Arizona Tax Credits for Individuals – 2025

Discover Arizona tax credits for 2025: charitable donations, foster care, school tuition, and military family relief. Learn limits and filing deadlines for maximum savings.

Can I Claim a Tax Deduction for that Donation?

Clarify which donations are tax-deductible. Understand 501(c)(3), churches, schools, and other exempt organizations. Know what qualifies for your tax deduction.

Taxpayer Right to Representation in IRS Matters

Understand your right to IRS representation. Learn how CPAs and authorized representatives help with audits, negotiations, and IRS compliance to protect your interests.

No More Paper Tax Refund Checks

Paper tax refund checks ended September 30, 2025. Learn about direct deposit, digital payment options, and how to ensure faster refunds with electronic filing.

What Home Improvement Tax Breaks Are Set to Expire and Which Remain in Effect?

If you’re thinking about making upgrades to your home, you may have an opportunity to claim valuable tax breaks. While not every improvement qualifies, there are a few exceptions, such as capital improvements or repairs for a rental property, medical modifications, or home office tax breaks. You can also earn tax credits for energy-efficiency projects,…