Why a Certified Tax Planner Beats Cookie-Cutter AI Tax Advice
You may have seen the headlines. Liberty Tax—the 1,200 location chain known for discount returns—will be offering AI-powered “tax planning.”
Author: Tom Patterson
Is This the Right Moment for Tax Planning?
When you’re nearing retirement or dealing with major life shifts, this question isn’t just worth asking—it might be the most
Stay on Track with Ongoing Tax Strategy Maintenance
Now that you have a solid tax plan in place, you’re already seeing meaningful savings. But the real question is:
What is a Personal Tax Plan?
Our Bearden Stroup Personal Tax Plans are constructed based on a life-long tax projection for your family that considers both
One Big Beautiful Bill Act – What It Means for You
We’ve been waiting in anticipation for a few years now about what the extension of the Trump tax reform Tax
How Paying Off Your Mortgage Impacts Your Taxes
A lot of people hang onto their mortgage because they think it saves them a ton in taxes. Let’s clear