How long should you keep tax records?

How Long Should I Keep My Tax Records?

Whether your tax documents are filed away or in a folder on your desktop, you may be wondering, “Just how long do I really need to keep all of this?” As with many tax topics, the answer is: it depends!…

Should you enroll in your company's ESPP

Should I Enroll in My Company’s ESPP?

Do you have access to your Company’s Employee Stock Purchase Plan (ESPP)? Beyond your base pay, bonuses, and potential for stock compensation, participating in an ESPP is potentially a great opportunity to enhance your overall compensation package. Prior to enrolling,…

Make the Most Out of Your Open Enrollment Period

It is that time of year again! As we approach the holiday season, many employers will open their employee benefits enrollment period for the year ahead. Are you prepared to take full advantage of the benefits that are offered? Beyond…

Capital Gains

Will I Owe Tax on the Sale of My Home?

When income is earned, generally some amount of tax will be due. Income can come in the form of wages, rental income, interest, dividends, and many others. Most taxpayers will also be presented with another form of income at least…

Will I Qualify for the Electric Vehicle Tax Credit?

The Inflation Reduction Act, passed in August 2022, brought with it a significant investment into clean energy, and numerous changes to the preexisting electric vehicle tax credit. While the tax credit of up to $7,500 remains available, new qualifications and…

Should I Be Making Estimated Tax Payments?

The IRS and State Departments of Revenue prefer to have taxes paid as taxpayers earn or realize income instead of the total amount due being paid when taxpayers file their tax returns each spring. As such, they may charge interest…

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