Taxes Made Easy
Boost your paycheck. Keep more of your hard earned money. See how simple it can be.
Take the stress out of taxes
Take the stress out of taxes
Take the stress out of taxes
The typical taxpayer pays about $14,000 each year in federal income taxes.
Having even basic tax knowledge and a simple plan, can help you reduce stress and avoid paying more tax than necessary.
The typical taxpayer pays about $14,000 each year in federal income taxes.
Having even basic tax knowledge and a simple plan, can help you reduce stress and avoid paying more tax than necessary.
The typical taxpayer pays about $14,000 each year in federal income taxes.
Having even basic tax knowledge and a simple plan, can help you reduce stress and avoid paying more tax than necessary.
💯 Maximize Savings:
💯 Maximize Savings:
💯 Maximize Savings:
💵 Improve Cash Flow:
💵 Improve Cash Flow:
💵 Improve Cash Flow:
✍🏻 Plan for the Future:
✍🏻 Plan for the Future:
✍🏻 Plan for the Future:
😌 Reduce Stress:
😌 Reduce Stress:
😌 Reduce Stress:
Top tips to reduce taxes
Top tips to reduce taxes
Top tips to reduce taxes
🔄 Automate Your Savings:
Set up automatic contributions to retirement accounts or health savings accounts (HSAs). This not only reduces taxable income but also ensures you’re consistently saving for the future.
🔄 Automate Your Savings:
Set up automatic contributions to retirement accounts or health savings accounts (HSAs). This not only reduces taxable income but also ensures you’re consistently saving for the future.
🔄 Automate Your Savings:
Set up automatic contributions to retirement accounts or health savings accounts (HSAs). This not only reduces taxable income but also ensures you’re consistently saving for the future.
🔎 Review Your Withholdings:
Regularly review and adjust your tax withholdings to avoid surprises at tax time - whether it’s an unexpected tax bill or a large refund. While a refund might feel like a bonus, it’s actually money that could have been working for you throughout the year.
🔎 Review Your Withholdings:
Regularly review and adjust your tax withholdings to avoid surprises at tax time - whether it’s an unexpected tax bill or a large refund. While a refund might feel like a bonus, it’s actually money that could have been working for you throughout the year.
🔎 Review Your Withholdings:
Regularly review and adjust your tax withholdings to avoid surprises at tax time - whether it’s an unexpected tax bill or a large refund. While a refund might feel like a bonus, it’s actually money that could have been working for you throughout the year.
💪 Leverage Tax-Advantaged Accounts:
Use tax-advantaged accounts like Traditional and Roth IRAs. Traditional IRAs allow investments to grow tax deferred and offer potential tax deductions. Roth IRAs allow you to make after-tax contributions and investments may grow tax-free.
💪 Leverage Tax-Advantaged Accounts:
Use tax-advantaged accounts like Traditional and Roth IRAs. Traditional IRAs allow investments to grow tax deferred and offer potential tax deductions. Roth IRAs allow you to make after-tax contributions and investments may grow tax-free.
💪 Leverage Tax-Advantaged Accounts:
Use tax-advantaged accounts like Traditional and Roth IRAs. Traditional IRAs allow investments to grow tax deferred and offer potential tax deductions. Roth IRAs allow you to make after-tax contributions and investments may grow tax-free.
ℹ️ Stay Informed About Tax Law Changes:
Tax laws can change frequently. Stay informed about any changes that could affect your tax situation, such as adjustments to deduction limits or new tax credits.
ℹ️ Stay Informed About Tax Law Changes:
Tax laws can change frequently. Stay informed about any changes that could affect your tax situation, such as adjustments to deduction limits or new tax credits.
ℹ️ Stay Informed About Tax Law Changes:
Tax laws can change frequently. Stay informed about any changes that could affect your tax situation, such as adjustments to deduction limits or new tax credits.
If your tax situation is complex, consider consulting a tax professional. They can provide personalized advice and help you navigate the intricacies of the tax code.
If your tax situation is complex, consider consulting a tax professional. They can provide personalized advice and help you navigate the intricacies of the tax code.
If your tax situation is complex, consider consulting a tax professional. They can provide personalized advice and help you navigate the intricacies of the tax code.
📱 Apps to Help You Manage Your Income Taxes
Apps and tax filings solutions can help you file your income taxes faster and help to avoid error.
📱 Apps to Help You Manage Your Income Taxes
Apps and tax filings solutions can help you file your income taxes faster and help to avoid error.
📱 Apps to Help You Manage Your Income Taxes
Apps and tax filings solutions can help you file your income taxes faster and help to avoid error.
Tax season time savers
Tax season time savers
Tax season time savers
📁 Keep Accurate Records:
Maintain organized records of all income, deductions, and receipts throughout the year. This ensures you can claim all eligible deductions and avoid any discrepancies during tax filing.
📁 Keep Accurate Records:
Maintain organized records of all income, deductions, and receipts throughout the year. This ensures you can claim all eligible deductions and avoid any discrepancies during tax filing.
📁 Keep Accurate Records:
Maintain organized records of all income, deductions, and receipts throughout the year. This ensures you can claim all eligible deductions and avoid any discrepancies during tax filing.
🌱 Contribute to Retirement Accounts:
Maximize contributions to retirement accounts like 401(k)s and IRAs. These contributions are often tax-deductible, reducing your taxable income and setting you up for a secure retirement.
🌱 Contribute to Retirement Accounts:
Maximize contributions to retirement accounts like 401(k)s and IRAs. These contributions are often tax-deductible, reducing your taxable income and setting you up for a secure retirement.
🌱 Contribute to Retirement Accounts:
Maximize contributions to retirement accounts like 401(k)s and IRAs. These contributions are often tax-deductible, reducing your taxable income and setting you up for a secure retirement.
Familiarize yourself with available tax credits, such as the Child Tax Credit and Earned Income Tax Credit. These credits directly reduce your tax liability and can result in significant savings.
Familiarize yourself with available tax credits, such as the Child Tax Credit and Earned Income Tax Credit. These credits directly reduce your tax liability and can result in significant savings.
Familiarize yourself with available tax credits, such as the Child Tax Credit and Earned Income Tax Credit. These credits directly reduce your tax liability and can result in significant savings.
🗂 Consider Itemizing Deductions:
If your eligible deductions exceed the standard deduction, itemizing may be more beneficial. This can include deductions for mortgage interest, charitable donations, and medical expenses.
🗂 Consider Itemizing Deductions:
If your eligible deductions exceed the standard deduction, itemizing may be more beneficial. This can include deductions for mortgage interest, charitable donations, and medical expenses.
🗂 Consider Itemizing Deductions:
If your eligible deductions exceed the standard deduction, itemizing may be more beneficial. This can include deductions for mortgage interest, charitable donations, and medical expenses.
✍🏻 Plan for State and Local Taxes:
Be mindful of state and local tax obligations, especially if you live in a high-tax area. Planning for these taxes can help you avoid surprises and manage your overall tax burden.
Here are some more steps to make tax filing easier. By implementing these practices, you can effectively manage your income taxes, minimize your tax liability, and achieve greater financial security. Start taking these steps today to ensure a smooth and successful tax season.
✍🏻 Plan for State and Local Taxes:
Be mindful of state and local tax obligations, especially if you live in a high-tax area. Planning for these taxes can help you avoid surprises and manage your overall tax burden.
Here are some more steps to make tax filing easier. By implementing these practices, you can effectively manage your income taxes, minimize your tax liability, and achieve greater financial security. Start taking these steps today to ensure a smooth and successful tax season.
✍🏻 Plan for State and Local Taxes:
Be mindful of state and local tax obligations, especially if you live in a high-tax area. Planning for these taxes can help you avoid surprises and manage your overall tax burden.
Here are some more steps to make tax filing easier. By implementing these practices, you can effectively manage your income taxes, minimize your tax liability, and achieve greater financial security. Start taking these steps today to ensure a smooth and successful tax season.
Apps to make tax time easier
Apps to make tax time easier
Apps to make tax time easier
You can choose from many credit apps including the ones listed below to help get started. Beanstox does not endorse or have any affiliation with the following companies.
You can choose from many credit apps including the ones listed below to help get started. Beanstox does not endorse or have any affiliation with the following companies.
You can choose from many credit apps including the ones listed below to help get started. Beanstox does not endorse or have any affiliation with the following companies.
Coming soon…
Beanstox has partnered with April to offer helpful tax-related tools to Beanstox Clients. Beanstox does not provide tax advice. Please consult your tax advisor for additional information regarding tax matters. April is a third-party service provider and is not related to Beanstox.
Coming soon…
Beanstox has partnered with April to offer helpful tax-related tools to Beanstox Clients. Beanstox does not provide tax advice. Please consult your tax advisor for additional information regarding tax matters. April is a third-party service provider and is not related to Beanstox.
Coming soon…
Beanstox has partnered with April to offer helpful tax-related tools to Beanstox Clients. Beanstox does not provide tax advice. Please consult your tax advisor for additional information regarding tax matters. April is a third-party service provider and is not related to Beanstox.
"File on your own, get expert help, or let a dedicated expert do taxes for you, start to finish"
"File on your own, get expert help, or let a dedicated expert do taxes for you, start to finish"
"File on your own, get expert help, or let a dedicated expert do taxes for you, start to finish"
Disclaimer: Beanstox does not provide tax, legal, accounting, budgeting, credit score, or banking advice. The information provided is for informational purposes only and is not intended to constitute such advice. Readers are encouraged to consult with their personal tax, legal, and accounting professionals for specific guidance.
Beanstox has identified certain non-related third-party service providers as of potential interest for clients, however Beanstox is not recommending any such third-party service providers, and is not responsible for any advice, information or content provided by them. You should assess each service provider. Unless otherwise indicated, third-party service providers may charge fees to you directly. By accessing each third-party service provider’s website, App, or any other online services, you understand and agree that you are subject to the terms and conditions set out by each third-party service provider.
More Easy Explanations
More Easy Explanations
More Easy Explanations
Get Started with Beanstox
Get Started with Beanstox
Get Started with Beanstox
Set yourself up for a better future, with the freedom and security that come from having a growing portfolio. Download Beanstox and set up your automated recurring deposits today!
Set yourself up for a better future, with the freedom and security that come from having a growing portfolio. Download Beanstox and set up your automated recurring deposits today!
Set yourself up for a better future, with the freedom and security that come from having a growing portfolio. Download Beanstox and set up your automated recurring deposits today!
Check Out the Beanstox App
Invest without stress. Easier than a walk in the park. No stock picking, no market timing and no experience needed.
Legal
Developers
Unless indicated differently, data is as of 09/30/2024.
*Disclosures
1. Pricing: Free with Beanstox Simple. Learn About Pricing.
2. Power Savings: As of September 30, 2024, traditional US Savings Account Rate: 0.46% (YCharts); T-Bill yield: 5% (YCharts); 5% based on the 30-day SEC yield of the Beanstox short-duration bond portfolio ETF constituents; the 30-day SEC yield is a standard metric defined by the U.S. Securities and Exchange Commission (SEC) and reflects the dividends and interest earned during the period after the deduction of the ETF’s expenses. There are no assurances that this yield will be sustainable in the future. This product invests in one or more ETFs. Results may vary due to expenses and other factors. T-Bill yield as of 09/30/2024 is 5%. Source YCharts.
3. Stocks 500: Where applicable, as of September 30, 2024, S&P 500 return assumes an initial $1,000 investment, 40-year annualized return of 11% (Source: Bloomberg Finance LP). It is not possible to invest directly in an index. This product invests in an ETF aiming to track the S&P 500’s performance. Results may vary due to expenses and other factors. Returns before ETF fees. Diversification is not a guarantee of profit or protection against loss.
4. Wealth Builder: Saving $400/month over 40 years, but not investing and assuming no interest accrual, would accumulate $192,000; however, investing the same $400/month, could add up to over $1million over the same period of time. This projection illustrates a hypothetical example of compounding over time, based on an investment of $400 per month for 40 years with an assumed annualized returns of 7% or more, compounded monthly, assuming the funds stay invested throughout the investment period.
5. All corporate logos are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.
6. App store rating is as of Sept. 30, 2024, and is based upon all ratings and reviews received by Apple App Store and Google Play Store (collectively, the “App Stores”) submitted since the Beanstox app was available on each App Store. Current rating can be found on Beanstox’s app preview in each App Store and is subject to change. App Store rating is generally calculated and generated by each App Stores based on the average of all total Beanstox app ratings. No compensation was exchanged for reviews or ratings. Rating may not be representative of the Beanstox client experience, advisory services, or investment performance. For more information, see more reviews at the App Store and Google Play Store.
** New Products: We are excited about the development of new products, although there are no assurances that these products will be implemented or offered to Beanstox App users, or that final details on how the products will be offered will not differ from those currently contemplated.
Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations or solicitations to hold, buy or sell any investment or security of any kind. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.
All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.
Our site uses cookies and other similar technologies so that we can remember you and understand how you and other visitors use our site. Please see Beanstox Privacy Policy for more information.
© 2024 Beanstox Inc.
Copyright © 2024 Beanstox. All Rights Reserved
Check Out the Beanstox App
Invest without stress. Easier than a walk in the park. No stock picking, no market timing and no experience needed.
Legal
Developers
Unless indicated differently, data is as of 09/30/2024.
*Disclosures
1. Pricing: Free with Beanstox Simple. Learn About Pricing.
2. Power Savings: As of September 30, 2024, traditional US Savings Account Rate: 0.46% (YCharts); T-Bill yield: 5% (YCharts); 5% based on the 30-day SEC yield of the Beanstox short-duration bond portfolio ETF constituents; the 30-day SEC yield is a standard metric defined by the U.S. Securities and Exchange Commission (SEC) and reflects the dividends and interest earned during the period after the deduction of the ETF’s expenses. There are no assurances that this yield will be sustainable in the future. This product invests in one or more ETFs. Results may vary due to expenses and other factors. T-Bill yield as of 09/30/2024 is 5%. Source YCharts.
3. Stocks 500: Where applicable, as of September 30, 2024, S&P 500 return assumes an initial $1,000 investment, 40-year annualized return of 11% (Source: Bloomberg Finance LP). It is not possible to invest directly in an index. This product invests in an ETF aiming to track the S&P 500’s performance. Results may vary due to expenses and other factors. Returns before ETF fees. Diversification is not a guarantee of profit or protection against loss.
4. Wealth Builder: Saving $400/month over 40 years, but not investing and assuming no interest accrual, would accumulate $192,000; however, investing the same $400/month, could add up to over $1million over the same period of time. This projection illustrates a hypothetical example of compounding over time, based on an investment of $400 per month for 40 years with an assumed annualized returns of 7% or more, compounded monthly, assuming the funds stay invested throughout the investment period.
5. All corporate logos are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.
6. App store rating is as of Sept. 30, 2024, and is based upon all ratings and reviews received by Apple App Store and Google Play Store (collectively, the “App Stores”) submitted since the Beanstox app was available on each App Store. Current rating can be found on Beanstox’s app preview in each App Store and is subject to change. App Store rating is generally calculated and generated by each App Stores based on the average of all total Beanstox app ratings. No compensation was exchanged for reviews or ratings. Rating may not be representative of the Beanstox client experience, advisory services, or investment performance. For more information, see more reviews at the App Store and Google Play Store.
** New Products: We are excited about the development of new products, although there are no assurances that these products will be implemented or offered to Beanstox App users, or that final details on how the products will be offered will not differ from those currently contemplated.
Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations or solicitations to hold, buy or sell any investment or security of any kind. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.
All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.
Our site uses cookies and other similar technologies so that we can remember you and understand how you and other visitors use our site. Please see Beanstox Privacy Policy for more information.
© 2024 Beanstox Inc.
Copyright © 2024 Beanstox. All Rights Reserved
Check Out the Beanstox App
Invest without stress. Easier than a walk in the park. No stock picking, no market timing and no experience needed.
Legal
Developers
Unless indicated differently, data is as of 09/30/2024.
*Disclosures
1. Pricing: Free with Beanstox Simple. Learn About Pricing.
2. Power Savings: As of September 30, 2024, traditional US Savings Account Rate: 0.46% (YCharts); T-Bill yield: 5% (YCharts); 5% based on the 30-day SEC yield of the Beanstox short-duration bond portfolio ETF constituents; the 30-day SEC yield is a standard metric defined by the U.S. Securities and Exchange Commission (SEC) and reflects the dividends and interest earned during the period after the deduction of the ETF’s expenses. There are no assurances that this yield will be sustainable in the future. This product invests in one or more ETFs. Results may vary due to expenses and other factors. T-Bill yield as of 09/30/2024 is 5%. Source YCharts.
3. Stocks 500: Where applicable, as of September 30, 2024, S&P 500 return assumes an initial $1,000 investment, 40-year annualized return of 11% (Source: Bloomberg Finance LP). It is not possible to invest directly in an index. This product invests in an ETF aiming to track the S&P 500’s performance. Results may vary due to expenses and other factors. Returns before ETF fees. Diversification is not a guarantee of profit or protection against loss.
4. Wealth Builder: Saving $400/month over 40 years, but not investing and assuming no interest accrual, would accumulate $192,000; however, investing the same $400/month, could add up to over $1million over the same period of time. This projection illustrates a hypothetical example of compounding over time, based on an investment of $400 per month for 40 years with an assumed annualized returns of 7% or more, compounded monthly, assuming the funds stay invested throughout the investment period.
5. All corporate logos are for illustrative purposes only and are not a recommendation, an offer to sell, or a solicitation of an offer to buy any security.
6. App store rating is as of Sept. 30, 2024, and is based upon all ratings and reviews received by Apple App Store and Google Play Store (collectively, the “App Stores”) submitted since the Beanstox app was available on each App Store. Current rating can be found on Beanstox’s app preview in each App Store and is subject to change. App Store rating is generally calculated and generated by each App Stores based on the average of all total Beanstox app ratings. No compensation was exchanged for reviews or ratings. Rating may not be representative of the Beanstox client experience, advisory services, or investment performance. For more information, see more reviews at the App Store and Google Play Store.
** New Products: We are excited about the development of new products, although there are no assurances that these products will be implemented or offered to Beanstox App users, or that final details on how the products will be offered will not differ from those currently contemplated.
Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations or solicitations to hold, buy or sell any investment or security of any kind. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.
All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.
Our site uses cookies and other similar technologies so that we can remember you and understand how you and other visitors use our site. Please see Beanstox Privacy Policy for more information.
© 2024 Beanstox Inc.
Copyright © 2024 Beanstox. All Rights Reserved