Tax season

Four forms in particular contain insights to a client's financial life and how to serve them better. We explain them here.

From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.

Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.

Two-thirds of small-business owners would rather get a mullet or remove a nest of angry bees than do their taxes. 

The IRS has compiled a list of mistakes they often see on tax returns.

The Internal Revenue Service pledged to improve taxpayer service this year.

Ed Mendlowitz offers a host of tips and strategies you can implement now for a better busy season.

The wording has changed from "virtual currencies" to "digital assets" in general, and there are other changes too.

There may be a silver lining for crypto investors selling at huge losses during the recent market turmoil.

National Taxpayer Advocate Erin Collins pointed to continuing backlogs at the Internal Revenue Service and difficulty reaching telephone assistance in a report to Congress Thursday.