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Maximize & Minimize
How the OB3 May Change Your Life (Or at Least Your 1040)
The One Big Beautiful Bill Act (OBBBA, affectionately, and unofficially known as the OB3), has landed, and while it probably won’t change your life (unless your idea of life-changing involves tax brackets, deduction tweaks and tax credit adjustments), it may change…
Happy Summer!
I hope you are staying cool and enjoying a much-needed summer vacation or staycation. I love staycations! I always have big plans for things to do…
Tax Tips: Selling Your Primary Residence
So, you’re thinking about selling your home. Congrats! Whether you're downsizing, upgrading, or finally escaping that neighbor with the drum set, it's a big deal. Before you start purging in preparation for the move, let’s talk taxes…
You Gave From the Heart – Now Keep the Receipt
Generosity is a beautiful thing…and so is a good tax deduction. Whether you donated to your favorite nonprofit, supported a local food bank or parted ways with a bag of lightly used sweaters, every act of giving makes the world a little better. If you’re hoping to see some of that kindness reflected on your tax return…
The Art of Letting Go (of Documents): Record Retention Made Easy
Another April 15th has come and gone and I am recovering well from computer eye strain and staple wounds. Next up for me is some clean-up. I hate clutter…
Tax Season: The Blog Post I Barely Had Time to Write
I had every intention of writing thoughtful, insightful blog posts on a semi-regular basis when I started my blog in January. I collected topic ideas and created a few outlines in advance. I was ready.
Tax Deductions and Credits You Shouldn’t Miss
It’s tax season again! The time when many taxpayers find themselves wondering how to reduce their tax bill and maximize their refund. One of the easiest ways to do this is by…
Why Staples and Tax Documents Shouldn’t Mix
Ah, staples—the humble little fasteners that have been keeping papers together since, well, forever. They’re neat, tidy, and oh-so-satisfying to use. But let me let you in on a little secret…
Get Organized, Save Time: A Guide to Your Tax Organizer
In this post, we’ll explore the best ways to use your tax organizer effectively, ensuring that you…
Understanding the IRS Identity Protection PIN
Tax-related identity theft occurs when someone uses your Social Security number (SSN) to file a fraudulent tax return and claim a refund. An Identity Protection PIN (IP PIN)…
Welcome to “Maximize & Minimize”
Happy New Year and welcome to my first blog post. I’m thrilled to introduce you to…