4 U Tax & Financials

03/10/2026

Understanding the tax obligations and potential benefits applicable to immigrants in the United States, both legal and undocumented, is complex. Their tax status hinges on specific factors such as residency status, time spent in the U.S., work authorization, and individual income levels.

Learn how immigration status affects U.S. taxes, including the Green Card Test, Substantial Presence Test, and rules for resident and nonresident aliens.

03/10/2026

Going green can lower your utility bills and your tax bill—double savings!

03/09/2026

A federal bill aims to block California’s proposed 5% billionaire wealth tax from applying to former residents. Here’s what taxpayers should know.

03/09/2026

Starting in 2026, new rules change how charitable donations are deducted. Learn about the 0.5% AGI floor for itemizers and new deductions for non-itemizers.

03/09/2026

Start your week remembering the strength you already carry. Let what’s inside you guide what’s next.

03/06/2026

Employee bookkeeping fraud can devastate a small business. Learn common fraud schemes, warning signs, and practical internal controls to protect your company.

03/06/2026

Small maintenance sessions = big retention. Keep clients organized all year!

03/05/2026

If you have not yet filed your 2022 tax return and have a refund due, the refund will be forfeited if you do not file for it by the April 15, 2026, filing deadline. On the other hand, if you owe and have not filed, you are still liable for the amount due.

Haven’t filed your 2022 tax return? The deadline to claim any refund is April 15, 2026. After that date, unclaimed refunds become property of the U.S. Treasury.

03/04/2026

Trump Accounts in 2026 offer up to $5,000 annual contributions plus a $1,000 government seed for eligible children. Learn how they work, tax rules, projections, and how they compare to 529 plans.

Trump Accounts allow up to $5,000 in annual contributions plus a $1,000 government seed for eligible children. Learn the tax rules and how they compare to 529s.

03/04/2026

Midweek reminder: choose thoughts that strengthen, not limit, your direction.

03/03/2026

Waiting on your federal refund? Learn how to use the IRS Where’s My Refund tool and IRS2Go app to track your refund status quickly and securely.

If you have already filed your federal tax return and are due to receive a refund, you can check the status of your refund online.

03/03/2026

If you’re a teacher, your classroom spending can work for you at tax time. Don’t miss this deduction.