Tax scams are on the rise. Know the signs, be vigilant, and don't be a victim

Tax scams are on the rise. Know the signs, be vigilant, and don't be a victim

This year, the IRS is cautioning taxpayers to be extra vigilant because of a 60 percent increase in email phishing scams over the past year. This is particularly disheartening, since it comes on the heels of a steady decline in phishing scams over the previous three years.

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Avoid these common mistakes when filing your tax returns

Avoid these common mistakes when filing your tax returns

It's that time of the year again when we're all bringing out our calculators and sharpening pencils to fill out our tax returns. But the last thing we want to do is to wind up making a mistake that could jeopardize your finances by delaying your refund, make you accountable for a fee or, even worse, force you to do that dreaded paperwork and math all over again! Whether you choose to go it alone, use a tax-prep computer program or hand it all over to an accountant, begin by checking out this list of common mistakes people make when filing their tax returns.

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End of the year and what about my taxes

End of the year and what about my taxes

Even though April 15, also known as Tax Day, is still a ways away, it’s not too early or too late to make an impact on your 2018 taxes. In fact, it may be the perfect time to take a quick assessment to see where youstand with Uncle Sam while you can still make some adjustments if you need to.

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What Do I Do With My Refund?

What Do I Do With My Refund?

We don't normally like to tell you how to spend your money.  Our members tend to be very good at that, often finding creative ways to turn the hours they've spent at the office into new ways to enjoy their lives.

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When Is Social Security Income Taxable?

When Is Social Security Income Taxable?

The answer depends on your income.

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Are There Really Tax-Free Retirement Plan Distributions?

Are There Really Tax-Free Retirement Plan Distributions?

Will you receive tax-free money in retirement? Some retirees do. You should know about some of your options for tax-free retirement distributions, some of which are less publicized than others.

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Should You File Jointly, Or Not?

Should You File Jointly, Or Not?

Ninety-five percent of married couples file joint federal tax returns. Filing jointly can be convenient. Frequently, there’s a financial advantage, but that does not mean it should be done without consideration.

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5 Tax Deductions You May Not Have Known About

5 Tax Deductions You May Not Have Known About

April 15th may be a few months away, but it's not too early to think about preparing and filing your taxes. If you put off doing your taxes because you're sure you'll owe money to the IRS, then this post is for you.

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