Stoy Hall, CFP and founder of Black Mammoth, shares how he talks to clients about getting organized, maximizing tax-advantaged savings, and aiming for one small, intentional tax bill.

Learn how to fix errors, report missing forms, and stay compliant with the IRS before filing your 2024 tax return.

Before filing, it’s a good idea to double check your IRS Forms 1099. They remind you that you earned interest, received a ...

Once you gather your paperwork and understand the basics, the process of filing your taxes for the first time is less ...

The enhancement is designed to automate and consolidate the entire 1099 cycle, from client onboarding to the final filing.

If you fit into these categories, you’ll also need to show lenders verified employment records or proof of self-employment during the past two years. Lenders are ideally looking for your business to ...