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General Tips

  • Limit your "hanging out" fund.  There are lots of fun activities to keep you busy that don’t cost a dime. Look for free and low-cost local concerts, plays, dance lessons, etc. to stretch your entertainment budget.
  • Keep a record of all your tax documents.  When the time comes to file your taxes, you will be organized and make processing refunds easier and faster.
  • If you own a home, donate to charities, have a health savings account, interest on student loans, or retirement plan, we may able to save you money on your taxes.
  • If you are a business, KEEP ALL OF YOUR RECEIPTS, even before you open the doors.