Author: Surya Padhi, EA

Retirement Account Withdrawals: Rules, Best Practices, and Strategies for 2026

By Surya Padhi, EA, CAA | Sure Financial & Tax Services Building a retirement portfolio…
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2026-Donor-Advised Funds (DAFs): A Smart Tax Strategy for Charitable Giving in 2026

By Surya Padhi, EA, CAA | Sure Financial & Tax Services Giving to charity is…
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7 IRS Red Flags That Could Increase Your Chances of an Audit in 2026

By Surya Padhi, EA, CAA | Sure Financial & Tax Services Every year, millions of…
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401(k) vs. Roth IRA vs. Traditional IRA: Which Retirement Account Is Right for You in 2026?

By Surya Padhi, EA, CAA | Sure Financial & Tax Services Saving for retirement is…
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Your 2026 Paycheck: How to Check If You’re Withholding the Right Amount of Tax

Surya Padhi, EA, CAA | Sure Financial & Tax Services Most tax refunds happen for…
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The Retirement Income Order of Operations: A Tax-Smart Guide to Retirement Withdrawals

By Surya Padhi, EA, CAA | Sure Financial & Tax Services Retirement isn’t just about…
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10 Types of Income the IRS Doesn’t Tax in 2026: What Every Taxpayer Should Know

By Surya Padhi, EA, CAA | Sure Financial & Tax Services When most people think…
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Goodwill Donation Value Guide: IRS-Friendly Estimates for Tax Deductions

Disclaimer: This article provides general educational information and is not tax advice. For advice about…
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IRS CP14 Notice: What It Is, Why You Got One, and How to Avoid It

Opening your mailbox to find an IRS notice is nobody’s favorite moment — but if…
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Maximizing Your Health Savings: 2026 HSA & FSA Rules, Limits, and Advantages

Title: Maximizing Your Health Savings: 2026 HSA & FSA Rules, Limits, and Strategic Advantages Meta…
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