Tax News & Tips
Clear, practical tax tips, IRS updates, tax law changes and smart money moves for individuals and business owners, from the team at Wheeler & Bi CPA.
Latest Article
Should You Convert to a Roth IRA? What to Know Before December 31
All Articles
Should You Convert to a Roth IRA? What to Know Before December 31
A Roth conversion means paying tax now so your retirement withdrawals can be tax-free later. Here’s how it works, what it costs, and when it’s worth it.
What Is Soft Saving? How to Enjoy Today Without Shortchanging Tomorrow
Soft saving means enjoying today without giving up on tomorrow. Here’s what it is, why it’s catching on, where it can backfire, and how to do it the smart way.
IRS CP53E Notice: What to Do and How to Spot a Fake
Got an IRS CP53E notice about your refund? Here is what it means, how to update your bank details safely, and how to spot the fake version.
Important Changes to How You Pay Taxes and Receive Refunds
The IRS and California are moving away from paper checks. Here is how refunds and tax payments now work, and how to avoid delays.
Why Is The IRS Taking So Long? How To Avoid Refund Delays
Why returns and refunds take longer than they used to, typical IRS wait times, and five simple ways to avoid delays.
Have A Tax Question?
Every situation is different. Book a free discovery call with our team and we'll tell you honestly how we can help.