Simple Tips for Smarter Finances
Tax filing FAQs for individuals
Tax filing season is upon us, and you probably have questions. Here are answers to some FAQs to help.
When medical expenses are — and aren’t — tax deductible
If you had significant medical expenses last year, you may be wondering what you can deduct on your 2025 income tax return. Income-based thresholds and other rules can make it hard to claim the medical expense deduction. At the same time, more types of expenses may be eligible than you might expect.
Your 2026 Tax Season Checklist: What Iowa Individuals Need to File Their 2025 Return
Tax season is officially here, and if you're wondering what documents you need and when everything is due, we've got you covered. From the documents and receipts you need, to federal and state tax changes, this checklist covers what Iowa individuals need to file their 2025 tax return—plus important deadlines, Iowa-specific tax credits you don't want to miss, and tips to get your refund faster. Whether you're filing on your own or need professional help, start here to make this tax season stress-free.
A new year means new tax figures for individuals
For 2026, the standard deduction, most retirement contribution limits and the gift and estate tax exemption are increasing. Other important tax figures for individuals are also changing.
Read on for more details, and contact us with questions and to set up your tax appointment.
Teacher Tax Breaks: Deducting Classroom Expenses in 2025 and Beyond
As we celebrate National Education Week, it’s a perfect time to recognize the invaluable work educators do—and to highlight the tax benefits designed to support them. Many teachers and school staff use their own money to create better learning environments, often without reimbursement. Fortunately, the tax code offers some relief—and that relief is expanding soon.
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