Tax Reform
The “Big Beautiful Bill”: What Recent Tax Changes Mean
A simple walkthrough of major tax law updates and how they may affect your filing, credits, and refund.
Business Write-Offs
Top 5 Tax Breaks for Business Owners (2025)
Vehicles (bonus depreciation), enhanced QBI, smart income shifting, 100% R&D expensing + credit, and Opportunity Zones—plain-English and actionable.
Dependents
Rules for Claiming a Dependent
Who qualifies, documentation to keep, and how IRS tiebreakers work.
Dependents
Someone Else Claimed My Dependent — What Now?
Steps to take if your e-file was rejected, how paper filing works, and what proof the IRS may request.
Working with Metatax
How Our Tax Prep Process Works
From intake to e-file: what we do, what you do, and how we keep you updated.
Identity & Access
IRS Identity Verification & Online Tools
How to verify your identity and access transcripts, notices, and your account securely.
Strategy
Hidden Ways to Boost Your Tax Refund
Smart filing status checks, credits, and contributions that can increase your refund.
Filing Status
Married: Should We File Jointly or Separately?
Pros/cons of MFJ vs. MFS, special state rules, and when to amend.
Health Coverage
Form 1095-A: When You Need It & How to Use It
Who receives 1095-A, when Form 8962 is required, and common fixes for errors.
Offsets & Debts
Do I Owe? How to Check Balances & Refund Offsets
TOP vs. IRS offsets, notices, transcripts, and injured spouse relief.
Refund Timing
PATH Act: Why Some Refunds Wait Until Mid-February
If you claim EITC/ACTC, the IRS must hold your refund until at least mid-February. Here’s the timeline and how to avoid extra delays.
Refund Advance
Fast Cash Advance (SBTPG): How it Works
A quick, plain-English overview of SBTPG’s Fast Cash Advance — what it is, who qualifies, amounts, timing, costs, and how you get funds.