Insights
Tax Planning
4 articles on tax planning, newest first.
- Tax PlanningWhen You Need a CPA, and When You Honestly Don't
Half of this page points away from hiring me: the line is about whether your return contains decisions, not about what you earn.
- Tax PlanningYour Tax Bracket Is Not Your Tax Rate
A single filer with $120,000 of wages in 2025 sits in the 24% bracket and pays 14.9% of that income in federal tax, and both of those numbers are correct.
- Tax PlanningA Big Refund Is Not a Win
What the refund number actually measures, how withholding works now that allowances are gone, and how to change yours without walking into an underpayment penalty.
- Tax PlanningHow to Switch Accountants Without It Being Awkward
Your old preparer's cooperation is helpful, not required, and nothing about the calendar says this has to wait until January.
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