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Ask Dave

Dave has answered thousands of money questions over the years.
Find the answer to your question here.


A look at tax day

You remembered to pay your taxes, right? Take a few moments to listen, and enjoy Dave's Tax Day 2018 review from earlier this week.

Access to my checking account?

Ashley wants to know if paying her taxes online will give the government electronic access to her checking account. Dave explains that it will for that transaction, and he details his stance on this sort of thing.

Taking the Tax Hit

Allison says her husband is receiving a $60,000 lump sum as his commission. They aren't sure how to minimize their tax implications. They have no debt other than their mortgage.

Is It Worth a Lawyer?

Shane wonders if it's worth it to pay a lawyer to settle IRS debt. Dave doubts it would be.

Relocation Packages and Taxes

Lucas got promoted with his company, and he had to relocate. His company agreed to buy his previous home. Is there any advantage for him to wait until January for this transaction to take place?

Pay the IRS First

Olivia's husband installs windows and basically owns his job. They now have IRS and state tax debt as a result. Where do these tax debts need to be placed in the debt snowball?

Thank you! Your checklist is on its way! 

Taxes Made Easy! 

Taxes Made Easy

Take the stress out of tax prep with our free checklist.

Taxes Made Easy! 

Take the stress out of tax prep with our free checklist.