
A backdoor Roth IRA lets high earners fund a Roth even above the 2026 income limits. Here is how the six steps work, and the one rule that trips people up.

On a 401(k), IRA, or transfer-on-death account, the beneficiary form controls who inherits, not your will. What to check, and when to review.

The annual gift tax exclusion stays at $19,000 for 2026. What counts, what doesn't, when Form 709 is required, and when a gift touches your lifetime exemption.

Real tax-season habits that make filing smoother, and the avoidable mistakes we see most often, from a volunteer preparer's chair.
15 minutes to get a sense of your situation and see if we're a fit.