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2026 Tax Changes Are Here: What to Know Now
A lot is changing for 2026. This article gives a practical look at several new federal tax law provisions so individuals and business owners can better understand what may affect deductions, credits, reporting, retirement planning, and year-ahead tax decisions.
Jeremy Springer
May 185 min read


Trump Accounts
Trump accounts are a new kind of traditional IRA for eligible children. This guide explains who can open one, how Form 4547 works, the $1,000 pilot program, contribution rules, and when funding can begin.
Jeremy Springer
May 134 min read


New Online Tool to Help Taxpayers Resolve Tax Debt
The IRS has launched a new online Tax Debt Help tool to help individuals and businesses understand their options when they owe. Here’s what the tool does, who it may help, and why it matters for taxpayers trying to take the next step with confidence.
Jeremy Springer
Apr 292 min read


Fortune Cookie Wisdom – Tax Edition
Tax Wisdom for Individuals “Change the recipe before it bakes.” — Adjust your withholding early.Don’t wait for a surprise bill or refund. Use the IRS Tax Withholding Estimator after major life events (new job, marriage, a new child, side-gig income) and any time your income shifts. If results suggest a change, file a new Form W-4 with your employer. ( IRS ) “Quarter by quarter, the jar fills.” — Pay estimated taxes on schedule if you need to. Side-income, self-employment, in
Jeremy Springer
Apr 103 min read


Form 4868: File Later, Pay Now
If April is coming fast and your return isn’t ready, you can ask the IRS for more time to file. For individuals, the tool is Form 4868. But there is a payment catch!
Jeremy Springer
Mar 243 min read


Top 5 Ways to Spot Bad Tax Advice on Social Media
Bad tax tips don’t just waste your time — they can cost you real money and trigger penalties. Here’s a practical, common-sense guide to help you separate solid guidance from risky posts before you act on anything you see online.
Jeremy Springer
Mar 94 min read


Stop Refreshing: When Your Tax Refund Really Lands
If you’re watching for a federal refund, you’re not alone — “Where’s My Refund?” (WMR) and “Where’s My Amended Return?” (WMAR) are perennial top lookups. Here’s our guide to what those tools show, how long typical refunds take, why certain refunds (like EITC/ACTC) are held until mid-February, and how to act if things stall.
Jeremy Springer
Mar 43 min read


The 50 Accounting & Tax Terms Every Taxpayer Should Know
Whether you file a simple return or run a growing business, a shared vocabulary makes taxes and money decisions faster, clearer, and less stressful. Below is a quick-read glossary—plain English, no fluff—covering both personal and small-business concepts you’ll see on returns, in bookkeeping, and in everyday decisions.
Jeremy Springer
Feb 233 min read


Sweet Tax Tips for Valentine's Day
Here are 14 tax tips to help you have the sweetest tax return possible.
Jeremy Springer
Feb 143 min read


IRS Issues Fact Sheet on Electronic Refunds and Payments
The IRS has issued a Fact Sheet that provides answers to frequently asked questions
(FAQs) about the implementation of Executive Order 14247, Modernizing Payments To and From America’s Bank Account.
Jeremy Springer
Feb 711 min read


5 Tips to Feel Tax Return Ready
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.
Jeremy Springer
Jan 124 min read


Oklahoma Tax Tune-Up: Winners, Watch-Outs & Next Steps
We've got a quick rundown of Oklahoma income-tax changes that kick in for tax year 2026 (returns filed in 2027). Where it helps, we compare 2025 vs. 2026 so you can spot the difference fast.
Jeremy Springer
Jan 93 min read


THE Tax Question: Standard or Itemize
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).
Jeremy Springer
Dec 29, 20254 min read


Reverse Mortgages?!
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.
Jeremy Springer
Nov 24, 20255 min read


What Is Gift Tax?
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.
Jeremy Springer
Nov 19, 20255 min read


Social Media: Not a Tax Professional 2.0
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.
Jeremy Springer
Nov 12, 20253 min read


AI Can Help—But It’s Not Your Accountant
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.
Jeremy Springer
Nov 3, 20253 min read


Filing Relief for Natural Disasters Act
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.
Jeremy Springer
Oct 16, 20252 min read


Drought? Sold Cattle? Tax Relief!
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.
Jeremy Springer
Oct 16, 20253 min read


Form W-4: Don't Be Scared!
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.
Jeremy Springer
Oct 13, 20255 min read
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