Articles

6 best ways to spend your tax refund (and avoid regret)

In 2024, the average IRS refund topped $3,151. Most Americans put their refunds toward essentials</...

Form 5405 explained: How (and when) to repay the first-time homebuyer credit

Still making payments for a home you haven’t lived in for years If you bought your home in 2008 and claimed the First-Time Homebuyer Credit, the IRS might still be expecting a check. And if your living situation has changed – you might need to fil...

How US expats can claim stimulus checks in 2025

The pandemic may feel like a distant memory, but many US expats are still wondering if they can claim their stimulus checks – or recover them if missed. Whether you're a seasoned expat or new to navigating US tax laws from abroad, here's your ultimate guide to understanding and claiming your stimulus checks in 2025. ...

To Include or Not to Include Your Foreign Spouse’s Income on Your US Expat Tax Return

Living overseas and married to a non-resident alien spouse (that is, not a US Citizen or Green Card Holder), you can choose to file jointly and add your spouse's income but there are situations, however, when it doesn’t behoove either o...

Market-based sourcing for individual filers

Market-based sourcing has become a significant tax issue for individual filers, particularly those providing services across state lines. States like New York and California have implemented rules that source income to their jurisdiction based on where the "benefit" of a service is received rather than where the service is per...

Taxes in retirement: a CPA's guide to keeping Uncle Sam at bay

Retirement – it's the time to kick back, relax, and enjoy the fruits of your labor. But, just when you thought you were done with your W-2s and quarterly tax payments, taxes in retirement pop up like that unexpected plot twist in your favorite my...