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Choosing a Tax Preparer as a Retiree (Without Getting Tricked by Titles)

Choosing a Tax Preparer as a Retiree (Without Getting Tricked by Titles)

by Nathan Gauger | Jan 30, 2026 | Retiree Taxes, Tax Preparation

Most people try to choose a tax preparer the same way they choose a dentist: “My friend likes them.” “They’ve been doing this forever.” “They were close by.” “Their website looks professional.” The best tax preparer for you isn’t defined by a title alone — it’s...
Estimated Tax Payments for Retirees: Avoid Surprise IRS Tax Bills

Estimated Tax Payments for Retirees: Avoid Surprise IRS Tax Bills

by Nathan Gauger | Jan 22, 2026 | Retiree Taxes, Tax Preparation

Retirees do not automatically have to make quarterly estimated tax payments. Many can avoid them by increasing withholding from pensions, Social Security, IRA distributions, or RMDs. Estimated payments usually become an issue when withholding is too low or when a...
Blue Heron CPAs: Our Retiree Tax Process, Our Average Client, and Why We Exist

Blue Heron CPAs: Our Retiree Tax Process, Our Average Client, and Why We Exist

by Nathan Gauger | Jan 19, 2026 | Tax Preparation

Retirement is supposed to feel lighter. But for a lot of people, taxes are the part that still feels… heavy. Maybe you’ve got Social Security, a pension, IRA withdrawals, brokerage income, and a couple non-traditional tax items (selling a home, a big RMD year, a Roth...
Selling Your Home as a Retiree Moving to Florida: A Practical Tax & Planning Guide

Selling Your Home as a Retiree Moving to Florida: A Practical Tax & Planning Guide

by Nathan Gauger | Jan 16, 2026 | Retiree Taxes, Tax Preparation

Great choice! Moving to Florida as a retiree can be a great decision for taxes. Relocating to Florida isn’t just a change of scenery; it shifts your tax picture, healthcare costs, and estate planning as a retiree. Florida doesn’t have an individual state income tax,...
Standard Deduction Over 65: How the New $6,000 Senior Deduction Works

Standard Deduction Over 65: How the New $6,000 Senior Deduction Works

by Nathan Gauger | Jan 12, 2026 | Retiree Taxes, Tax Preparation

If you’re age 65 or older, the standard deduction rules now include an important new tax benefit: a temporary $6,000 Enhanced Deduction for Seniors. You may have seen this described online as the “new senior deduction,” the “senior bonus deduction,” or even...
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