by Stapley Accounting | Aug 6, 2026 | Individual Tax
Fine-tune your tax withholding after filing your return Many taxpayers discover at filing time that their tax payments during the year didn’t align with their actual liability — either too much or too little was withheld from their paychecks. A small difference is to... by Stapley Accounting | Jul 30, 2026 | Individual Tax
The “kiddie tax” can apply long after childhood Many parents don’t know that the so-called “kiddie tax” exists. Others assume it affects only minor children. But it also can apply to full-time students through age 23 and 18-year-olds even if they aren’t full-time... by Stapley Accounting | Jul 23, 2026 | Individual Tax
Should you make after-tax, non-Roth 401(k) contributions? If you participate in a company 401(k) plan, you already know that you can make pre-tax contributions up to the annual elective deferral limit to a traditional, tax-deferred account. If your 401(k) plan offers... by Stapley Accounting | Jul 16, 2026 | Individual Tax
Protect yourself from fraudsters impersonating the IRS and other tax scams Tax scammers continue to target taxpayers through email, text messages, phone calls and regular mail. They often try to create urgency or fear to trick victims into sharing sensitive... by Stapley Accounting | Jul 9, 2026 | Individual Tax
Individual tax calendar: Key deadlines for the remainder of 2026 Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the year that are important to be aware of. To help you not miss any, here’s when some key tax-related... by Stapley Accounting | Jul 2, 2026 | Individual Tax
Tax mitigation strategies when rebalancing your investment portfolio Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance with their desired asset allocation. If...
