Tax Update: How the “One, Big, Beautiful Bill” Impacts Your Return

A major piece of tax legislation, officially titled the One, Big, Beautiful Bill Act (Public Law 119-21), was signed into law on July 4, 2025. This new law introduces sweeping changes to the tax code that will affect your filing for the 2025 and 2026 tax years. From untaxed tips to new vehicle deductions, here […]
ITINS (Individual Taxpayer Identification Numbers)

What Is an ITIN An Individual Taxpayer Identification Number allows individuals who do not qualify for a Social Security Number to file taxes and meet federal and state tax requirements. Filing Taxes With an ITIN Filing taxes with an ITIN allows you to report income, remain compliant with tax laws, and potentially claim eligible credits […]
Checklist: What Documents Do I Need?

Gathering your documents before you start will make the filing process smoother. Here is the standard list required for VITA/TCE sites and self-filers: Personal Information Income Documentation Health Care & Expenses IRS Resource: Gather Your Documents
What Filing Status Should I choose

Your filing status determines your standard deduction and tax rates. It is generally determined by your marital status on the last day of the year. Official IRS Resource:What Is My Filing Status?
Identity Protection PINs (IP PIN): Protecting Your Refund

An IP PIN is a 6-digit number assigned by the IRS to prevent someone else from filing a tax return using your Social Security number. How do I get one? Using Your IP PIN Official IRS Resource: Get An Identity Protection PIN (IP PIN)
Do I Need to File a 2025 Tax Return?

Not everyone is required to file a tax return, but it is often in your best interest to check. The IRS sets specific income thresholds based on your age and filing status. Mandatory Filing Thresholds You must file a federal tax return if your gross income is at least the following amounts: Filing Satus Under […]