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You are here: Home / Archives for Tax

Filing Taxes in 2025: What You Should Know

March 12, 2025 By Katie Brewer

The tax deadline is next month, and if you’re like most Americans, you are still preparing to file. But before you hand off your taxes to the IRS, there are some updates and changes that you should keep in mind: Filing Taxes in 2025: Tax Filing Date As usual, the deadline to file federal tax returns for most taxpayers is Monday, April 15, 2024.  However, if you live in an area affected by a Continue Reading

Filed Under: Tax Tagged With: 2025 tax season, filing taxes

2024 Taxes: Tips for Filing and Important Changes

February 27, 2024 By Katie Brewer

Tax time is here again, and if you’re not one of the 25 million Americans who have already filed, then you’re probably going through the process of gathering what you need and preparing to file. While you’re working through your tax season checklist, here are some updates and tips to help you along the way: 2024 Taxes Filing Date As usual, the deadline to file federal tax returns for most Continue Reading

Filed Under: Tax Tagged With: child tax credit, electric vehicle tax credit, solar panel tax credit, taxes

How to Lower Your Tax Bill Next Year

June 30, 2023 By Katie Brewer

If you were surprised at tax time this year, then you’re not alone. 2022 tax refunds were about 10 percent smaller than they were last year, and for those who owed money, they tended to owe more than they expected.  The good news is, there’s still time to plan out how to lower your tax bill for next year - or at least feel more aware of what you will owe or receive. Taking the time now to make Continue Reading

Filed Under: Tax Tagged With: energy tax savings, FSA, HSA, tax bill, tax loss harvesting, taxes

Tax Changes This Year: Solar Panel Tax Credit, Electric Vehicle Tax Credit and More

February 27, 2023 By Katie Brewer

Whether you’re preparing to file, waiting on a refund, or have already paid your tax bill, you might notice some differences this year.  First of all, many taxpayers are noticing smaller refunds or higher tax bills this year than in the previous two years. That’s because many pandemic relief programs have ended or decreased, leading to a higher tax burden for many people. Additionally, the Continue Reading

Filed Under: Tax Tagged With: electric vehicle tax credit, solar panel tax credit, tax credit

How to Use Your Tax Refund in 2022

April 5, 2022 By Katie Brewer

If you’ve already filed your taxes and received your refund, you might already be thinking of ways to use that refund. Save it? Pay down debt? Book a summer trip? All of the above could be the right answer depending on your situation. Here are some tips for putting that money to the best possible use in 2022: Avoid impulse tax refund spending If you received a tax refund, then you might already Continue Reading

Filed Under: Tax Tagged With: tax refund, taxes

How to Protect Yourself from Identity Theft

May 21, 2021 By Katie Brewer

identity theft

Identity theft is a real problem, and it can happen to anyone. Identity theft cases often spike, or are first discovered, during tax season.  If you found suspicious activity while filing, or are hoping to protect yourself from other forms of identity theft, there are some important ways to fortify yourself against attack. Warning signs of tax identity theft Now that the tax deadline has Continue Reading

Filed Under: Tax Tagged With: employment fraud, identity theft, tax identity theft

Check These Spring Financial Tasks Off Your List

March 23, 2021 By Katie Brewer

spring tasks

Taxes get all the attention each spring, but there are some other spring financial tasks that you might be forgetting about. Tax day has moved to May 17th this year, but that doesn’t mean other key deadlines have changed.  Here are some additional tasks to take care of this time of year: Spring Financial Tasks: IRA Withdrawal Deadline Did you or a loved one recently turn 72? If so, mark April Continue Reading

Filed Under: Tax Tagged With: organizing, quarterly taxes, spring, spring cleaning

The Benefits of Filing Taxes Early

February 22, 2021 By Katie Brewer

filing taxes early

It’s tax time again! It may not be the most wonderful time of the year, but it is a necessary evil. If you tend to put off filing taxes until the last minute, you might want to consider filing taxes early this year. Here are a few of the benefits of sending in your taxes early: Why You Should Consider Filing Taxes Early in 2021 We actually had to wait 16 more days to begin filing taxes this Continue Reading

Filed Under: Tax Tagged With: 2020 taxes, early filing, filing taxes, tax season

Filing Your 2019 Taxes: Reminders and Limits

February 4, 2020 By Katie Brewer

2019 taxes

Ready to file your 2019 taxes? (Or not?) Don’t stress: Here is my roundup guide to help the filing process be a little less painful: Know Your Limits Do you know where you fell last year on the tax brackets? If not, you can find the 7 brackets here via the IRS website. Here are some other limits you might need to know: The 2019 standard deduction is $24,400 for married filing jointly, Continue Reading

Filed Under: Tax Tagged With: 2019 taxes, tax filing, taxes

Tax Tips for Easier Filing

March 11, 2019 By Katie Brewer

Nothing says “happy spring!” quite like tax time. If that looming April 15th deadline gives you a headache, you’re not alone. But it doesn’t have to be so overwhelming. The best way to tackle your taxes is to take them one step a time. Here is a roundup of my top tax tips to help you cruise through tax season a little easier: Gather Your Documents Whether you’re doing taxes on your own or Continue Reading

Filed Under: Tax Tagged With: filing taxes, lower tax bill, refund, save money on taxes, tax refund, tax tips

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 15 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.

Your Richest Life is a Fee-Only financial advisory firm providing honest and independent financial advice. Our clients, the members of Generations X and Y, have a different relationship with money than their parents did.

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