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Tax Preparation
Making your accountant (and yourself) happy at tax time

Kari Kerby

Staying organized makes for an easier, more streamlined tax-filing season for all.
Tax Preparation
Don’t fear COVID early-withdrawal tax penalties

Susan Shalhoub

With retirement savings, The CARES Act allows for exceptions before the 10% kicks in. (It's been an exceptional year, after all).
Tax Preparation
Tax-document organization to make next year easier

Kari Kerby

The three-folder system can help you keep accountant's costs - and your sanity - in check.