Tax season can add to your already busy workload, particularly if you have a larger client base or serve clients with more complex tax situations. Planning early can help ensure a smoother, less ...

The sooner you get your taxes finished, the sooner you’ll get your tax refund if you have one coming, and you’ll avoid the stress of scrambling at the last minute. [READ: 4 Benefits of Filing Taxes ...

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Forbes contributors publish independent expert analyses and insights. Tiffany Grant, M.B.A., AFC, shares insights to bridge the wealth gap. Feb 25, 2025, 06:01pm EST Feb 28, 2025, 10:54am EST 1040 ...

Janet Berry-Johnson is a CPA who writes about income taxes, small business accounting, and personal finance. She lives in Omaha, Nebraska, where she enjoys cooking, reading, and spending time outdoors ...

The new tools, Tax Prep Checklist and Tax Return History are available now for advisors and tax professionals TaxStatus, a secure, personalized data solution for verified financials used by financial ...

Hilary Hendershott is a CFP professional with over 20 years of experience and the founder of Hendershott Wealth Management. She and her team of fee-only fiduciary advisors offer comprehensive services ...

TaxStatus has launched two productivity tools designed to help financial advisors and improve accuracy and efficiency ahead of the 2025 filing season. The secure, personalized data solution provider ...