Tax | Deborah Barnes, CPA

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The “One Big Beautiful Bill" Act: How It May Impact You

Congress’s new bill locks in key tax rules for the future – what does it entail, and what does it mean for your plan?

U.S. Deficit Peaked in 2024; Set to Decrease in 2025

The U.S. deficit is expected to decrease in 2025, regardless of which party wins the presidential election.

So You Won the Lottery

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Your Planning Guide to 2026 Taxes

Here’s what you need to know about the increased limits for gifting, retirement contributions and more in 2026.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Four Financial Resolutions (and Simple Ways to Keep Them)

Although financial objectives vary, there are a few collective steps everyone can take to ensure their goals stay on target.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

View all videos

Articles

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

The “One Big Beautiful Bill" Act: How It May Impact You

Congress’s new bill locks in key tax rules for the future – what does it entail, and what does it mean for your plan?

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Taking Advantage of Tax-Loss Harvesting

There can be tax benefits to selling securities that have underperformed – if you’re thoughtful about it.

Opening up the Backdoor Roth

This key retirement savings technique can be available even for those who aren’t eligible to fund a Roth IRA.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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Videos

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

View all videos