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Clay Reynolds Earns Enrolled Agent Designation, Expanding Tax Expertise at Whitaker-Myers Wealth Managers
Clay Reynolds earns his Enrolled Agent designation from the IRS.
Whitaker Myers
Apr 15, 20252 min read
Common Forms for Taxes
Taxes can be confusing, but working with a CPA early helps avoid last-minute stress. Key tax forms to bring include W-2s, 1099s (NEC, R, SSA), and investment forms like 5498 and 1099-Composite. Understanding these forms ensures accurate filing. For guidance or help with your 2025 taxes, Whitaker-Myers Tax Advisors is ready to assist you through the process.
Logan Doup
Mar 31, 20254 min read
The Overlooked Tax Credit: The Residential Clean Energy Tax Credit
Homeowners who install energy-efficient systems like heat pumps, skylights, or biomass stoves may qualify for the Residential Clean Energy Tax Credit—worth up to 30% of the cost. Caps apply, such as $2,000 for heat pumps and $600 for windows. To claim it, file IRS Form 5695 with your tax return. Before starting home upgrades, consult a tax professional to ensure eligibility. Whitaker Myers offers financial and tax guidance to help you save more this tax season.
Joseph Browning
Feb 20, 20252 min read
John-Mark Young Earns Chartered Financial Consultant (ChFC®) Designation
John-Mark Young earns the ChFC designation from the American College of Financial Services
Whitaker Myers
Jan 23, 20252 min read
Health Savings Accounts: Maximizing Eligible Expenses and Strategic Tax Planning
Health Savings Accounts can be used to save money on taxes and provide strategic tax planning for higher income years.
John-Mark Young
Jan 1, 20254 min read
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