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How to Get Up to 30% More Refund in 2026 — And How to Get It Early

How to Get Up to 30% More Refund in 2026 — And How to Get It Early

by Lotus Li | Jan 31, 2026 | Blog

The 2026 U.S. tax season promises to be one of the most lucrative refund years in recent memory — with many Americans poised to receive significantly larger refunds due to major tax law changes and strategic tax planning

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What to Know About Federal Tax Credits for 2026: Maximize Savings This Tax Season

What to Know About Federal Tax Credits for 2026: Maximize Savings This Tax Season

by Lotus Li | Jan 31, 2026 | Blog

As the 2026 tax season approaches, millions of taxpayers are gearing up to file returns and take advantage of the tax credits available under current federal law. Understanding how these credits work

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How to Use an AI Tax Planning Tool to Tackle Complex Tax-Efficient Investment Strategies

How to Use an AI Tax Planning Tool to Tackle Complex Tax-Efficient Investment Strategies

by Lotus Li | Jan 29, 2026 | Blog

In today’s volatile market and ever-changing tax landscape, tax-efficient investing has become just as important as investment selection itself. Financial advisers are no longer judged solely on portfolio returns

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Why Financial & Tax Advisors Need a More Powerful, Versatile Tax Planning Solution in 2026

Why Financial & Tax Advisors Need a More Powerful, Versatile Tax Planning Solution in 2026

by Lotus Li | Jan 23, 2026 | Blog

In today’s rapidly evolving tax landscape, financial and tax advisors can’t rely on legacy 1040-centric software or generic calculators to deliver the depth and breadth of insight clients demand. Complex client profiles

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Unlocking the New $6,000 Senior Deduction: A Powerful Tax-Saving Opportunity for 2026

Unlocking the New $6,000 Senior Deduction: A Powerful Tax-Saving Opportunity for 2026

by Lotus Li | Jan 23, 2026 | Blog

The 2026 tax season brings a major financial win for Americans age 65 and older — a brand-new $6,000 senior deduction designed to put extra money back in retirees’ pockets.

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Why Individual Investors and Business Owners Already Need an AI Tax Research & Planning Tool in 2026

Why Individual Investors and Business Owners Already Need an AI Tax Research & Planning Tool in 2026

by Lotus Li | Jan 22, 2026 | Blog

In 2026, tax complexity isn’t just something CPAs and financial advisors wrestle with — it’s a reality that individual investors and business owners face every day

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IRS Confirms January 26, 2026 Start Date for 2025 Tax Returns: How CPA Firms Can Survive (and Win) the 2026 Busy Season with AI

IRS Confirms January 26, 2026 Start Date for 2025 Tax Returns: How CPA Firms Can Survive (and Win) the 2026 Busy Season with AI

by Lotus Li | Jan 17, 2026 | Blog

The IRS announced it will begin accepting and processing 2025 individual tax returns on January 26, 2026, officially setting the tone for one of the most compressed and demanding busy seasons yet.

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One-Click Tax Planning: Why Hive Tax AI Is the Best Tax Planning Tool for Financial Advisors in 2026

One-Click Tax Planning: Why Hive Tax AI Is the Best Tax Planning Tool for Financial Advisors in 2026

by Lotus Li | Jan 16, 2026 | Blog

One-Click Tax Planning is redefining how financial advisors deliver tax advice. With Hive Tax AI, advisors can instantly transform tax returns, supporting documents, client questionnaires, and meeting notes

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Financial Advisors Need a Mighty Client Conversion Tool — Here’s the Competitive Edge for 2026

Financial Advisors Need a Mighty Client Conversion Tool — Here’s the Competitive Edge for 2026

by Lotus Li | Jan 14, 2026 | Blog

In the increasingly complex tax landscape of 2026, financial advisors who can translate client meetings into measurable tax planning opportunities will win more clients, faster

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IRS Updates for the 2026 Tax Season: What You Need to Know + How to Prepare

IRS Updates for the 2026 Tax Season: What You Need to Know + How to Prepare

by Lotus Li | Jan 8, 2026 | Blog

As we head into the 2026 tax season, taxpayers and tax professionals alike face significant new IRS updates, tax law changes, and inflation-adjusted tax brackets that can impact filing, refunds, and tax planning strategies

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