RESOURCES

September 9, 2025
OBBA Update - 529 Plans & Education
August 18, 2025
Under the OBBBA, several energy-related & commercial tax credits have revised timelines. homeowners & businesses maximize their tax incentives before deadlines pass.
Blog post graphic  be itemizing your2025 ta
August 14, 2025
The One Big Beautiful Bill Act (OBBBA) makes several changes that could impact whether you itemize deductions or take the standard deduction for upcoming tax years.
August 13, 2025
The One Big Beautiful Bill Act (OBBBA) brings a significant—though temporary—change to SALT Deductions starting in tax year 2025.
August 6, 2025
Planning to buy an EV? Do it before Sept. 30, 2025. The One Big Beautiful Bill Act, signed July 4, 2025— makes significant changes to the current clean energy tax incentives.
July 10, 2025
Beginning Sept. 30, 2025, the U.S. Treasury will stop issuing or accepting paper checks for federal payments/collections, including IRS refunds & tax payments.
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July 8, 2025
Are you affected by the new Tax Relief for Seniors?
By Jeremy Knight July 29, 2024
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Virtual Tax Preparation Blog Post
By Jeremy Knight February 6, 2024
The world of tax preparation has undergone a remarkable transformation, thanks to the rise of virtual tax preparation services. These services bring undeniable benefits, offering individuals and businesses a convenient, cost-effective, and technologically advanced way to fulfill their tax obligations. From the flexibility of accessing tax services anytime, anywhere to the seamless processes made possible by cutting-edge software, virtual tax preparation has become synonymous with efficiency in the digital era. Embrace the future of tax preparation and experience a whole new level of ease and convenience!
By Barklee Financial Group January 3, 2023
Generally speaking, tax return mistakes are a lot more common than you probably realize. Taxes have grown...
By Barklee Financial Group December 27, 2022
Anyone preparing a tax return for compensation must have a PTIN issued by the IRS, but there are no requirements...
By Barklee Financial Group December 27, 2022
During the height of the pandemic, many employees didn't use much vacation time because of travel and...
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