When it’s time to file, most people don’t lack software—they lack a plan. Feeling prepared isn’t about having the flashiest tools; it’s about doing the quiet, real-world work that makes filing smooth and low-stress. Here are five human-first tips to help you walk into tax season confident and organized, followed by one tech bonus that actually earns its keep.

Do you think that you need to track all of your expenses each year so your tax preparer can help you itemize your deductible costs in your tax personal tax return? Has your trusted tax preparer every said: "You're taking the standard deduction this year as it helped you more." In this helpful info article, we're talk the difference between standard deduction and itemized deduction for your personal tax return (Form 1040).

We are going to talk about the UNO™ reverse card funding option that not many folks know much about - reverse mortgages. We'll cover how you can use them, laws that cover them, and then give several real-world examples to make some of the jargon and legalese make a bit more sense.

With the holidays quickly approaching, we wanted to share some helpful info on what tax preparer and accountants mean when they say "gift tax." It's not a tax you have to pay every time you buy or give a gift. It is a tax on financial gifts.

A little over one year after our initial Helpful Info article on the pitfalls of using tax advise from social media, we continue to get tons of questions on "tax topics" that people see on popular social media platforms. We figured an updated article on the topic couldn't help. Just in case you didn't see our last article (or TL:DR), here's the quick version of that article -- don't take tax advise from social media...period.

Artificial intelligence is a fantastic assistant. It can draft checklists, surface IRS publications in a pinch, and even summarize complex topics. But when it comes to your taxes and the financial decisions behind them, AI is a tool — not a trusted advisor. For individuals and business owners, the difference matters.

Signed into law on July 24, 2025, the Filing Relief for Natural Disasters Act authorizes the IRS to postpone federal tax deadlines for taxpayers affected by a qualified state-declared disaster, upon written request by the state governor. The new law also increases the automatic extension of federal tax deadlines for certain taxpayers.

Oklahoma cattlemen, ranchers, and farmers are all still experiencing the impacts of weather on their cattle herds. We've got helpful information for those who had to sell cattle due to the ongoing drought around the state.

tarting a new job can be exciting, but it can also be stressful. One of the documents you will likely see on your first day of work is IRS Form W-4, which tells your employer how much income tax to withhold from your paycheck. This Helpful Info post provides some basic information about what Form W-4 is, how to fill it out properly, and what is done with the information when the form is handed in to the employer.

Congress signed the “One Big Beautiful Bill Act” into law on July 4, 2025. The law reshapes several business-tax rules that will show up in the 2025 filing season and beyond. Here’s a plain-English walkthrough for common business return types—what changed, why it matters, and what to consider before you file.

Many individual taxpayers have used the recent energy credits to help make improvements to their homes, vehicles, and more. With the passage of the One Big Beautiful Bill Act, those credits are now set to expire. Here is a helpful FAQ so you can maximize your home or vehicle energy efficiency before time runs out.

We know there are tons of questions on how the One Big Beautiful Bill Act (OBBBA) will impact your personal taxes. We have a few of the more impactful changes to personal tax law gathered for you here. We will also be writing other helpful info articles on more specific sections of the OBBBA as well as the impact to businesses.

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