If you were watching football this weekend, you likely noticed TurboTax’s “personalized service” ads. Their timing was impeccable… if not slightly annoying – who wants to think about taxes while on the edge of your seat during a playoff game?The allure of big brand...

Last week, the IRS announced the "official" beginning of the 2023 tax season – January 23. That's the date that they start accepting electronically filed returns. (Yes, some Tracy people really do file their taxes this early.) This is the start of the show here...

I want to help you today. With your resolutions, that is.You see, if you take a look at the most common resolutions (lose 20lbs, work out more, quit smoking, read more & watch less, etc. etc. etc.) they’re all pretty similar – you might as well get out last year's...

Resolutions? Really?It’s kind of what you do in January — new year, new goals, new me … right?Well, as someone who’s made resolutions and failed to keep them over many years, I’m all about focusing on what I know is doable. As your Tracy tax pro, I’m of course...

As we come out of the last-minute gift wrapping and too many holiday goodies fog and finish out 2022, I want to take a moment and say thank you for your trust this year. We here at Taxpath are grateful that you choose us not only to handle the complex and...

The holidays are fully upon us, and I’ll have more to say along those lines next week. But, as is usually the case, there are many tax and regulatory things to handle before EOY, and I want to keep you abreast of all those things whether you’re one of my Tracy clients...

When scrolling my social feeds, if I come across a Christmas countdown post, I sometimes have to purposefully slow my breathing. For Tracy tax and financial pros like me, this season also shouts: deadlines, deadlines, deadlines. Also, yes … happy holiday things...

Phew. I can tell you (for my part) that I’m eager to metaphorically turn the calendar page into 2023. The last THREE tax seasons have been fairly brutal for tax professionals, navigating IRS staffing challenges, all of the government relief initiatives, and of course...

After a U.S. Congress election – regardless of your political perspective – within the results there is always a little bit of the productive, the unproductive, and the stalemate. Sometimes things work in your favor as a faithful Tracy taxpayer. Sometimes, you’re the...