Category: Individual

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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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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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
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Betting on the 2026 Tax Season: How the New 90% Gambling Loss Rule Impacts You

Losing a job or transitioning to self-employment is stressful enough without the “sticker shock” of…
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Are COBRA Premiums Tax Deductible? A Guide for Your Tax Return.

Losing a job or transitioning to self-employment is stressful enough without the “sticker shock” of…
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The New SALT Cap Increase: A Major Win for Your 2025 Tax Returns

If you’ve felt the sting of the $10,000 “SALT cap” since 2018, there is significant…
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