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You are here: Home / Archives for tax season

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

Last Minute Opportunities to Save on Taxes

February 12, 2019 By Katie Brewer

Most of the actions you can take to reduce your tax bill have to happen by the end of the taxable year (a.k.a. December 31st.) However, there are still a few opportunities to save money on your taxes this year. The changes from the Tax Cuts and Jobs Act mean that many Americans will see a lower refund or end up owing this year. So this is a good time to do what you can to save yourself a little Continue Reading

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

Tax Refund Mistakes and How to Fix Them

April 3, 2018 By Katie Brewer

Tax refund mistakes

It’s nearly the official tax deadline, which means you will soon have your tax refund in hand. A tax refund can be a nice boost to your savings or debt payoff, and it can even pay for a little fun. Whatever you decide to do with your refund, it’s important that you make a plan for that money. Otherwise, you could end up using it to fund random purchases you’ll regret down the road. Keep Continue Reading

Filed Under: Tax Tagged With: refund, tax refund, tax season

Your Tax Refund: How to Use It

April 26, 2017 By Katie Brewer

Your tax refund

  Another tax season has come and gone, and if you're receiving a tax refund, you may be wondering what to do with it. First of all, if your refund seems too large, you might want to check your withholdings. That money could be better spent throughout the year. If you've had any major life changes - marriage, divorce, new baby, new job - make sure your W4 reflects that. The same Continue Reading

Filed Under: Investing, Tax Tagged With: tax refund, tax season, taxes

Tax Prep Tips for the Self-Employed Physician

February 23, 2017 By Katie Brewer

If you're a self-employed physician or small business owner, then you know your taxes are more involved and complicated than when you work for someone else. There are more details to track, prepare and prove when it comes to tax time. So how do you cover your bases? Here are some tips to get your taxes ready, plus input from John McCarthy of McCarthy Tax Preparation. 1. Be Prepared for Estimated Continue Reading

Filed Under: Tax Tagged With: tax season, taxes, taxes for doctors, taxes for physicians

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 10 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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