Solutions to Make Better Decisions with Your Taxes and Money

Tax Tips and Resources

Tax news, tips and resources for when you need it most.

Unlock the potential in your finances when you can connect with tax experts to gain insights on tax tips and strategies to keep more money in your pocket.

Alternative Fact #4: At TurboTax, free can come at a price

“Bargain” airlines might save you money on a ticket, sure, but once you’re on board you’ll pay for your bag, your seat, even water. You know, all the stuff you think should be included at the original price. It’s the same drill with TurboTax. AbsoluteZero is free, sure, but once you get in there, TurboTax […]

What It Really Means to Get a Tax Refund

It’s tax season – or as it’s frequently called, “refund season!” And that means tax filers like you are barraged with messages about getting your “maximum refund.” Many of those messages come from tax software companies and even tax preparation store fronts. It’s certainly not new – the tax industry has been telling the “maximum […]

Alternative Tax Fact #3: When “free” is just another word for up-sell

TurboTax always boasts about being free. They call it AbsoluteZero. But once you’ve started your return, it doesn’t take long for them to try to push you into something much more expensive. And they do it in a very clever way, too.

Alternative Tax Fact #2: No Fee for Phone Support

A common theme in the do-it-yourself tax software industry is to promote a “free” offer, and then charge extra, unexpected fees for specific features and services. The problem here is that these features and services, which usually come in the form of an upgrade or add-on, are often things that really help filers get the […]

Alternative Fact: “Free” isn’t Always Free

Alternative facts have received a lot of press recently. Unfortunately, they are not limited to politics or George Orwell’s 1984. They have also found their way into the do-it-yourself (DIY) online tax filing industry. Every tax season, leading tax software companies spew “Alternative Tax Facts” to all American tax filers – and we believe this […]

6 Ways to Maximize Your 401(k) or IRA Plan Contributions

One of the best presents you can give yourself this year is to maximize contributions to your deductible or nondeductible retirement plan. Whether you’ve been contributing all year or have yet to start, here are a few tips to get the most from tax advantaged retirement plans.

Beat the deadline: find the right healthcare coverage

It’s that time of year again! Affordable Care Act (ACA) open enrollment for 2017 officially kicked-off this week and will remain open through Jan. 31, 2017.

New loan resource: the CFPB’s “Know Before You Owe” program (part 1)

The term “predatory lender” refers to a loan provider who approves loans for those who aren’t likely to be able to pay them back. The term became popularized during the 2008 financial crisis, when many lenders were found to have approved mortgages with little regard for the borrower’s situation. But, what if the “prey” were given […]