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Tax Refunds

What Tax Documents Should You Keep?

Lisa Greene-Lewis, CPA | Posted 04.19.2016 | Business
Lisa Greene-Lewis, CPA

Congratulations! You successfully finished your 2015 taxes and can now breathe a sigh of relief. But before you throw all of your tax documents stashed into a pile in the drawer or in the trash, it's important to know which documents you should keep in a safe and secure place, and for how long.

Tax Tips for Self-Employed Workers

Mark Steber | Posted 04.15.2016 | Business
Mark Steber

Are you part of the on-demand or gig-economy? Pew Research Center indicated, "Self-employed Americans and the workers they hired accounted for 44 mil...

Is Uncle Sam sending you a tax refund? Spend it on your car!

Leslie Pritchard | Posted 04.14.2016 | Business
Leslie Pritchard

Everybody dreads tax season. There is nothing enjoyable about sitting down and spending some quality time with Turbo Tax or whatever platform/service ...

Five Ways to Use Your Tax Refund to Build Your Credit Score

Charlie Scanlon | Posted 04.14.2016 | Business
Charlie Scanlon

Ah, spring. As you watch the trees and flowers blossom, your thoughts turn to warmer weather and the arrival of your income tax refund check. Perhaps you have already made plans to spend those funds on a home improvement project or a luxurious weekend getaway.

Refund Anticipation Checks: The Real Tax Fraud

The Heller School | Posted 04.14.2016 | Business
The Heller School

Advertisements portray tax preparation companies as the key to easy money. However, these same companies deceive millions of families each year out of their refunds with Refund Anticipation Checks.

6 Things to Do with Your Tax Refund

Steve Siebold | Posted 03.29.2016 | Business
Steve Siebold

With April 1 almost here, those tax refund checks are starting to arrive in the mail. What are you going to do with the extra money? For most peop...

Expecting to Receive Extra Money This Spring? Consider Your Options Before Splurging.

Ryan Bailey | Posted 03.18.2016 | Education
Ryan Bailey

While these tips can apply to many people, it's important to find an approach to saving, spending or some combination that works for you. Whichever path you take, remember to enjoy some of your bonus or tax return, too - you earned it!

Millennials Are Financially Savvy - Like Dude They Really Are

Mark Steber | Posted 03.17.2016 | Business
Mark Steber

"Millennials file 1 out of every 3 tax returns, earn 1 out of every 6 dollars in income, and pay 1 out of every 13 dollars in taxes" according to the ...

13 Worst Things to Do With Your Tax Refund

GOBankingRates | Posted 02.29.2016 | Business
GOBankingRates

By Caroline Banton, Contributor People typically don't want to pay more taxes than they need to, but a tax refund implies just that. Withholding more...

Tax Season is Rolling Along - Smoothly Now!

Mark Steber | Posted 02.09.2016 | Business
Mark Steber

Every tax season is unique and 2016 is shaping up to be one for the record books. We dodged a bullet with the new tax law legislation that passed "ea...

Best Practices for Protecting Your Tax Refund, Financial Information, and Identity

Mark Steber | Posted 12.09.2015 | Business
Mark Steber

One of the best ways to protect your tax return information is to file your tax return as early as possible, and for most people that starts around mid-January. If you file your return first, an identity thief won't be able to.

5 Ways the IRS Scammers Could Have Stolen All Those Tax Returns

Adam Levin | Posted 06.04.2015 | Crime
Adam Levin

Whether data compromises give rise to breaking news stories or pounding headaches, anything less than a zero-tolerance attitude toward identity-related crimes won't get us to the place we need to be.

The IRS Data Theft and Putin's Red Notice

Harlan Green | Posted 05.28.2015 | World
Harlan Green

It has to be more than a coincidence that the recent cyber theft of IRS tax data has been traced to Russian criminals. IRS investigators believe the identity thieves who stole the personal tax information of more than 100,000 taxpayers are part of a sophisticated criminal operation.

5 Smart Ways To Spend Your Tax Refund

WiserAdvisor.com | Posted 06.30.2015 | Money
WiserAdvisor.com

Regardless of how you choose to spend your tax refund, the most critical tip is that you make a conscious decision about how to use that money.

5 Things You Need to Know Before Filing a Tax Extension

Lisa Greene-Lewis, CPA | Posted 06.14.2015 | Money
Lisa Greene-Lewis, CPA

Tax day is here, and while it's always a good idea to file as soon as possible, there could be reasons you may need some extra time. If you're left scrambling, here are five things you should consider.

Filing Late? Get Your Tax Refund Faster With Prepaid Credit Cards

Kari Luckett | Posted 06.10.2015 | Money
Kari Luckett

Receiving your tax return on a prepaid card is a great alternative for those who don't have a traditional checking account and don't want to wait for their check via snail mail.

TurboTax Answers 5 Most Commonly Asked Tax Questions

Lisa Greene-Lewis, CPA | Posted 06.08.2015 | Money
Lisa Greene-Lewis, CPA

What are the most common tax questions from taxpayers? Here is a look at this season's top five most frequently asked tax questions and answers.

The Best Thing I Ever Did With My Tax Refund

GOBankingRates | Posted 06.07.2015 | Money
GOBankingRates

Examining the money habits of personal finance experts can give insights into what responsible money management looks like in the real world. We asked 15 personal finance experts, "What is the best thing you ever bought with your tax refund?"

Keep Calm and Git 'em Done

Mark Steber | Posted 05.27.2015 | Money
Mark Steber

You have about two weeks left before your taxes are due; here are some quick tips to getting 'em done, getting any refund you are due quicker, and setting yourself up for next year.

Should You Take the Bigger Tax Refund or Paycheck? [Debate]

Casey Bond | Posted 05.26.2015 | Money
Casey Bond

Are your personal finances a highly-organized, well-oiled machine? Or is there a lot of room for improvement? The answer to that question is more important than you might think, especially during tax time.

The Solution to Tax Identity Theft: Slower Refunds

Adam Levin | Posted 05.05.2015 | Business
Adam Levin

The refund process as it stands now makes sense only as the quaint relic of simpler times. It's the epitome of an analog approach getting trounced by our digital reality. Not to put too fine a point on it, I believe look-back compliance should go the way of the horse and buggy.

Taxes: DIY or Tax Pro?

Mark Steber | Posted 04.01.2015 | Business
Mark Steber

As I mentioned, it could be a very complicated season - late law changes, the Affordable Care Act rules, and much reduced IRS resources. It's the perfect storm for potential taxpayer confusion, problems filing tax returns, and delayed refunds.

4 Reasons Why You Should Start Your Tax Return Even Earlier This Year

Lisa Greene-Lewis, CPA | Posted 01.29.2015 | Money
Lisa Greene-Lewis, CPA

The IRS began accepting e-filed tax returns last week, officially kicking off the 2015 tax season! Historically, taxpayers file their tax returns as s...

You Can Now Get Your Tax Refunds In Cash At Walmart

The Huffington Post | Jillian Berman | Posted 01.20.2015 | Business

This tax season, Walmart is luring shoppers into stores with cash -- their own cash.

2015 -- Happy New Year, Happy Tax Fitness!

Mark Steber | Posted 03.16.2015 | Business
Mark Steber

One of my resolutions is to help as many people as possible achieve one of the most common resolutions American's make: financial fitness. Was it on your list or should it have been?