I wanted to know if my tax refund was processed and what to do if it hasn't been.

December 5th, 2024

I e-filed both Federal and State tax returns. The program indicated that I need to send in a printed copy. Is this true for both Federal and State? I have never had to do this before. Please advise.

April 12th, 2024

I have a managed brokerage account with about $20,000 in gains that I need to move to a new wealth manager. Is there a way to move it without triggering capital gains taxes?

March 6th, 2023

What do I need to file if I bought a home this year with a downpayment gift of $300K from the UK from family, and how do I submit the necessary form?

June 2nd, 2023

I never depreciated my investment property, which I rented out for 10 years. The property consists of two residential houses and an antique store. I bought it for $210,000 and have had a mortgage for the full 10 years. Its current value is approximately $400,000. What is the best course of action now?

August 4th, 2023