Susie's Income Tax Services

09/04/2026

Supporting children, helping aging parents, and protecting your own retirement can turn you into the family CFO. Here’s how to manage the financial overlap.

09/03/2026

Business expenses can reduce taxable income, but many learn too late that a deduction is only as good as the records behind it.

Protect your business deductions. See what the IRS requires for travel, meals, and vehicle mileage logs—and how to avoid 20% accuracy penalties.

08/31/2026

Succession planning helps ensure a smooth transition, protects business continuity, and reduces disruption when key people leave or pass away.

08/24/2026

An HSA can help you save for healthcare expenses while offering valuable tax benefits. Learn who qualifies and how these accounts work.

08/17/2026

Cryptocurrency transactions can have tax consequences. Learn what to know about digital assets and when professional tax guidance may help.

08/14/2026

Interest rates remain elevated, making every borrowing decision more important. Learn when to refinance, finance equipment, lease, or pay down debt—and how tax planning can lower your true cost of capital.

Learn when to refinance, finance, lease, or pay down debt—and how tax planning can reduce borrowing costs.

08/13/2026

Medicaid waiver payments can create unusual tax issues because they sit at the intersection of health care, social services, and the tax code. For many caregivers, these payments are not just compensation for providing daily care; they can also affect eligibility for the Earned Income Tax Credit (EITC) and the Additional Child Tax Credit (ACTC).

Learn how Medicaid waiver payments are taxed, when they may be excluded from income, and how they can affect the EITC and Additional Child Tax Credit.

08/11/2026

Learn how cryptocurrency is taxed, including selling, spending, mining, staking, crypto payments, charitable donations, capital gains, and IRS reporting.

Learn how cryptocurrency is taxed, including selling, spending, staking, mining, crypto payments, donations, capital gains, and IRS reporting rules.

08/10/2026

If you have to repay income that you previously reported and paid taxes on, you may qualify for some tax relief in the repayment year called "Claim of Right." Watch this video for details.

08/06/2026

Many states are offering sales tax holidays this summer, giving shoppers a chance to save on clothing, school supplies, computers, and more. Here's what to know before you shop.

Many states are offering sales tax holidays this summer, giving shoppers a chance to save on clothing, school supplies, computers, and more.