The CLC Scoop

Let CoreLogix Help! Tax season can feel confusing when you’re unsure which documents you actually need. This checklist makes it easy so you never have to wonder again. 1. Personal Information These items help your tax preparer identify you and file correctly. Social Security numbers for you, spouse, and dependents Driver’s license or state ID Prior year’s tax return (helps catch deductions you missed) 2. Income Documents Bring every form you received — even if you made only a

Tax season doesn’t have to feel overwhelming. Whether you’re filing for the first time or you’ve been doing your return for years, the goal is usually the same: get the maximum refund you’re entitled to — and avoid IRS problems. Here are 7 smart strategies  individual taxpayers can use to boost their refund and make filing easier this year: 1. Get All Your Tax Documents in One Place Missing a single form — like a 1099, W-2, or mortgage form — can delay your refund. Create a f

Strategies to Reduce Your Tax Burden 💡 1. Contribute to Tax-Advantaged Accounts Putting money into retirement accounts like a 401(k) or IRA can significantly reduce your taxable income. These accounts not only help you save for the future but also lower your tax bill today. Additionally, consider contributing to Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) . These accounts allow you to set aside pre-tax dollars for medical expenses, providing anothe