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Category: Tax Update

HomeTax Update

The Power of an HSA Save on Taxes and Healthcare

July 2, 2025

 Jose’s Tax Service | Trusted. Transparent. Tax-Smart. Healthcare is expensive — but did you know there’s a tax-advantaged account that helps you save for...

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Why Tax Planning Isn’t Just for the Wealthy

June 27, 2025

Jose’s Tax Service | Trusted. Transparent. Tax-Smart. Introduction: When most people hear “tax planning,” they picture millionaires with teams of accountants moving money into...

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The Ultimate Guide to Tax Planning for Individuals and Small Businesses

July 31, 2024

Introduction Navigating the complex world of taxes can be daunting for individuals and small business owners. With frequent changes in tax laws, it’s crucial...

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IRS reminds eligible 2020 and 2021 non-filers to claim Recovery Rebate Credit before time runs out

November 17, 2023

WASHINGTON – The Internal Revenue Service is reminding those who may be entitled to the Recovery Rebate Credit to file a tax return and...

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Tax pros: Stay vigilant against phishing emails and cloud-based attacks

August 21, 2023

The IRS and itsSecurity Summitpartners continue to see asteady stream of attacksaimed at the nation’s tax professionals to steal sensitive tax and financial information...

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Everyone has the right to finality when working with the IRS

August 15, 2023

By law, all taxpayers have the right to finality of tax matters. For example, taxpayers have the right to know when the IRS has...

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Certain energy credits under the Inflation Reduction Act are elective pay eligible

July 25, 2023

Elective payallows applicable entities, including tax-exempt and governmental entities that would otherwise be unable to claim certain credits because they do not owe federal...

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Developing an Effective Tax Strategy Blueprint for Businesses

June 7, 2023

Tax planning plays a crucial role in every business’s financial success. By developing a comprehensive tax strategy blueprint, you can optimize your tax liabilities,...

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Don’t Fall for Tax Scams: How to Protect Yourself from Fraudsters

May 2, 2023

Every year, millions of Americans file their taxes, but unfortunately, some fall prey to tax scams. Tax scams are schemes in which fraudsters try...

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5 Common Tax Mistakes You Should Avoid to Maximize Your Refund

May 1, 2023

As tax season approaches, it’s essential to take a step back and review your finances to ensure you’re maximizing your refund. Unfortunately, many taxpayers...

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