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IRS

IRS Payment Plans: Setting Up Installment Agreements

Cannot pay your full tax bill? The IRS offers installment agreements for balances under $50,000 with monthly payments. Learn how to apply and what interest rates to expect.

3 min readIRS
effective rate

How to Calculate Your Effective Tax Rate

Your effective tax rate is the actual percentage of income you pay in taxes. It is always lower than your marginal bracket. Here is exactly how to calculate it.

3 min readeffective rate
foreign income

How to Report Foreign Income on US Taxes

US citizens must report worldwide income regardless of where they live. Learn about the Foreign Earned Income Exclusion, FBAR, and FATCA requirements.

3 min readforeign income
extension

October 15 Extension Deadline: Last Call to File

If you filed a tax extension, your return is due October 15. Here is what happens if you miss this deadline and how to file quickly.

3 min readextension
documents

Tax Prep Document Organizer: What to Collect

From W-2s to mortgage interest statements, here is every document you need for tax filing organized by category. Print this checklist and start collecting.

3 min readdocuments
unemployment

Job Loss and Unemployment: Tax Implications

Unemployment benefits are taxable income. Severance pay, COBRA subsidies, and retirement plan rollovers all have tax consequences. Here is how to handle taxes after a job loss.

3 min readunemployment
SECURE Act

SECURE Act 2.0: Retirement Tax Changes for 2026

SECURE Act 2.0 raised the RMD age, created Roth employer matches, and added emergency savings provisions. Here are the changes that affect your retirement taxes in 2026.

3 min readSECURE Act
taxslayer

TaxSlayer Review 2026: Affordable Filing for All

TaxSlayer offers federal and state filing starting at $0. We test its interface, accuracy, and support to see if this budget-friendly option delivers for the 2026 tax season.

3 min readtaxslayer
clergy

Clergy and Minister Tax Rules: Housing Allowance

Ministers receive a unique tax benefit: the parsonage housing allowance excludes housing costs from income tax. But they still owe self-employment tax. Here are the rules.

3 min readclergy
medical

Medical Expense Deductions: What Qualifies in 2026

Medical expenses exceeding 7.5% of your AGI are deductible if you itemize. Learn which expenses qualify and how to track them properly.

3 min readmedical
bunching

Bunching Deductions Strategy to Save Thousands

Bunching means concentrating deductible expenses into alternating years to exceed the standard deduction threshold. This legal strategy can save thousands over time.

3 min readbunching
energy credits

Energy Tax Credits for Home Improvements 2026

Solar panels, heat pumps, insulation, and energy-efficient windows can qualify for federal tax credits up to $3,200 per year. Plan installations before year end.

3 min readenergy credits

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