Stack Tax Service

I'm hearing many complaints about lower refunds this tax season. There are three main drivers: 1) no more stimulus, 2) reduced child tax credit, and 3) changed withholding tables issued during 2022.

Regarding the last item, it appears to me that many people do not examine their paycheck details closely. As a tax preparer, I give my clients advice on how to make sure enough is withheld for taxes to avoid surprises when filing.

The deadline for Roth conversions approaches! You must complete by December 31.