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Tax Refunds

Riding the Refund Wave

Mark Steber | Posted 02.10.2017 | Business
Mark Steber

Get your surfboard ready to ride the surge. Do not worry; I'm talking about all the tax refund cash about to flood across America. Though few taxpayer...

Safe Tax: Practical Tips for Everyone

Mark Steber | Posted 02.03.2017 | Business
Mark Steber

This year tax refunds will be as big as ever and going to millions of taxpayers. Accordingly, tax refund thieves are out in full force. Every day the ...

IBM Watson Announcing Major Consumer-Facing Partnership

Danielle Sabrina | Posted 02.03.2017 | Business
Danielle Sabrina

As we are in the beginning of tax season, millions of Americans are eager to learn what this tax season holds for them. For many Americans tax season ...

Tips for DIY Taxes: It's Not as Simple as a Haircut

Mark Steber | Posted 01.27.2017 | Business
Mark Steber

Last week, I recommended every taxpayer should use a Tax Pro - at least occasionally. I recognize, however, many of you are the type of people who fou...

Goals 2017: Tax Planning & Timing

Mark Steber | Posted 01.08.2017 | Business
Mark Steber

If one of your New Year's resolutions was to plan better for your taxes or simply to file your tax return earlier this year - good for you! With 2017 ...

Identity Protection And Security Tips For Holiday Shopping & More

Mark Steber | Posted 12.12.2016 | Business
Mark Steber

Around this time of year, I'd rather focus on family and fun than identity protection, security, and taxes, but as they say "tis the season." If I lea...

Election Year: Tax Plans

Mark Steber | Posted 11.04.2016 | Business
Mark Steber

It doesn't matter whether you lean slightly right or left or are well beyond the center, when it comes down to it one of the things that will directl...

Labor Day - One of The Most Noble of American Holidays

Mark Steber | Posted 09.01.2016 | Business
Mark Steber

For the American worker, Labor Day is a national tribute to the hard work done all year long. Almost a decade ago - in what has become known as the G...

Back to School Tax Tips for Teachers

Mark Steber | Posted 08.16.2016 | Business
Mark Steber

Across the United States, children are headed back to school, which means teachers are stocking their classrooms. Thanks to the PATH Act, the Educato...

Making Sure Your Tax Data Is Safe

Mark Steber | Posted 07.08.2016 | Business
Mark Steber

Identity theft is always in the news these days and as a member of the IRS Security Summit, every email I get has new information about what identity ...

When is the Best Time for a Tax Check-up?

Mark Steber | Posted 06.30.2016 | Business
Mark Steber

Can you believe we are halfway through 2016? Speaking tax-wise and barring major life changes, that means you can easily figure how things may look a...

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 02.07.2017 | 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 12.09.2016 | 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 06.04.2016 | 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 05.28.2016 | 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.