Learn how to make the most of your hard-earned money with these tax tips for couples and families!

Tax 101 Tip: Have the Correct Filing Status on Your Tax Return

Are you ready for taxes?! Alright, I admit, taxes aren’t the most exciting thing to do on the weekend, but knocking them out quickly means that one huge to do item off our list. We started getting notifications from some of our financial institutions that some tax documents are ready. I opened a folder to […]

Tax Brackets and Effective Tax Rates: What You Need to Know

Want to maximize your taxes? Learn how tax brackets works and legit ways on how you can lower your taxable income and qualify for a bigger tax refund! With January here, taxes are on our minds. Over the last few years, we’ve developed a rhythm and system. As the paperwork comes in I stash it […]

How to Get a Bigger Tax Refund

Tax season which means you’ll be seeing a lot of commercials about getting the biggest tax refunds. While taxes can be complicated, the method of getting a larger tax refund is fairly straightforward. If you want to maximize your refund, then you need to make sure you’re claiming all the deductions and the credits you’re […]

Want to Get the Biggest Refund You Deserve? Here’s the Key!

Looking to get the biggest refund you deserve? Learn how taxable income works and how you come out ahead with your finances!  You’ll see many sites advising you to lower your taxable income. What exactly does that mean? Which part of your income is taxable? Taxable Income and You Quite simply how much you owe on […]

Get More Money in Your Paycheck: Calculate Your W-4 Withholding

How would you like to have more money in your paycheck? Today I share how properly calculating your withholding can help you win with your finances. I spoke to Bob Meighan, TurboTax’s Vice President and CPA, the other week about ways to lower your tax bill and more. He mentioned a huge blindspot couples have when it […]

TurboTax Online Review (and Giveaway)

With tax season upon a us, I wanted to go ahead and share how we take care of our own. We’ve been using TurboTax to handle our family’s tax needs for the last couple of years and we’ve been very happy with them. When we started our taxes this year, I noticed that there have […]

Paying Estimated Taxes This Week

It’s a beautiful morning and I’m in my home office double checking the numbers. What fun! Seriously I’m spending an hour out of my day to make sure my estimated taxes for the first quarter in 2013 are paid for both North Carolina and federal government. If you haven’t already sent in your payments you […]

How to Create a Plan for Your Tax Refund

Guess what I did this morning? Hint – it’s about finances 😉   I was checking the IRS’ website to see when to expect our tax refund. Good times! It looks like we should be receiving it soon. (By the way if you e-filed your tax return, please keep in mind  your refund should be sent to […]