Plain-English guides on tax preparation, IRS notices, Roth conversions, and the moves worth thinking about before your next meeting with any advisor. Written by a CFP® and IRS Enrolled Agent.
Follow one dollar from the day you earn it to the day you leave it behind, and you'll find a tax waiting at nearly every stop — your paycheck, your savings, your investments, your retirement accounts, even your estate. A map of all seven touchpoints, and what planning at each one actually looks like.
Read the guideThere's a period in most people's financial lives — often ten years long — where converting pre-tax retirement dollars to Roth becomes uniquely valuable. Why the window exists, the bracket-filling framework, and the IRMAA and ACA traps.
Read the guideA calm, step-by-step guide to what each common IRS notice means (CP14, CP2000, CP501, CP504, LT11, Letter 525), how to respond, and when to call a professional. Written for the moment you open the envelope.
Read the guideFederal and state returns prepared by a CFP® and IRS Enrolled Agent right here in Westmoreland County. What we cover, how the process works, and what makes local tax prep different from a franchise.
Read the guideNew resources are published monthly. The next few in the pipeline:
Every situation is different. If any of these guides raised a question specific to yours, book a short intro call and let's walk through it.
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