Category: 2026
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…
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…
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…
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…
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…
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…
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…
Don’t Lose Your Deduction: The Expensive Lesson of Besaw v. Commissioner
Imagine giving thousands of dollars in goods to charity, only to have the IRS—and the…
New Roth 401(k) Catch-Up Rules for 2026: Mandatory Changes and Super Catch-Up Limits Explained
New Roth 401(k) Catch-Up Rules for 2026: What You Need to Know
Navigating Form 1099-DA and 2025 Crypto Taxes: Essential Guide for Compliance
If you’ve traded Bitcoin, minted an NFT, or dabbled in stablecoins lately, your mailbox (and…