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Common Forms for Taxes

Taxes can be confusing, but working with a CPA early helps avoid last-minute stress. Key tax forms to bring include W-2s, 1099s (NEC, R, SSA), and investment forms like 5498 and 1099-Composite. Understanding these forms ensures accurate filing. For guidance or help with your 2025 taxes, Whitaker-Myers Tax Advisors is ready to assist you through the process.

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Common Forms for Taxes

The Overlooked Tax Credit: The Residential Clean Energy Tax Credit

Homeowners who install energy-efficient systems like heat pumps, skylights, or biomass stoves may qualify for the Residential Clean Energy Tax Credit—worth up to 30% of the cost. Caps apply, such as $2,000 for heat pumps and $600 for windows. To claim it, file IRS Form 5695 with your tax return. Before starting home upgrades, consult a tax professional to ensure eligibility. Whitaker Myers offers financial and tax guidance to help you save more this tax season.

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The Overlooked Tax Credit: The Residential Clean Energy Tax Credit

End-of-year items that will prepare you for filing your 2023 taxes

As we head into Fall Weather, Football, Halloween, and the holidays, we are getting close to the 2023 Tax Filing Season. As this time of...

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End-of-year items that will prepare you for filing your 2023 taxes

Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers

The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...

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Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers

TAXES ARE IMPACTED BY YOUR SAVINGS & INVESTMENT CHOICES

Your Savings, Investments, & Taxes TAXES. Love or hate them, if you live in the United States of America, you can participate in our...

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TAXES ARE IMPACTED BY YOUR SAVINGS & INVESTMENT CHOICES

STARTING A SMALL BUSINESS

With the advent of internet shopping and social media advertising, there has been a boom in small businesses over the last decade. In...

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STARTING A SMALL BUSINESS

LONG-TERM AND SHORT-TERM CAPITAL GAINS EXPLAINED

What happens when I sell a stock or bond that has increased in value? Have you been eyeing a new vehicle, rental property, or any...

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LONG-TERM AND SHORT-TERM CAPITAL GAINS EXPLAINED

2023 RETIREMENT PLAN CONTRIBUTION LIMITS & TAX BRACKETS ANNOUNCED

It’s the super bowl for Financial Planners and Tax Planners! Ok, maybe that is a little extreme but every year the IRS announces changes...

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2023 RETIREMENT PLAN CONTRIBUTION LIMITS & TAX BRACKETS ANNOUNCED

2022 YEAR END PLANNING IDEAS: WHITAKER-MYERS WEALTH MANAGERS

Time flies! I was reminded of that saying this week as my wife began prepping for her 5th season of coaching high school girls'...

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2022 YEAR END PLANNING IDEAS: WHITAKER-MYERS WEALTH MANAGERS

THE BENEFITS OF CHARITABLE GIVING - NOW AND LATER

Why Charitable Giving Should be a part of your financial present and future As an investor, it’s up to you to decide what is important...

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THE BENEFITS OF CHARITABLE GIVING - NOW AND LATER

UNDERSTANDING YOUR SOCIAL SECURITY BENEFIT

Social Security is a benefit nearly 1/5th of the country is currently receiving and the majority of working Americans pay into it. How is...

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UNDERSTANDING YOUR SOCIAL SECURITY BENEFIT

Taxes

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