PERQS

Financial Education That Actually Helps

Built for real people navigating real life.

Everyone deserves to understand their finances without judgment.

Your finances, your pace. Whether you are just starting to build credit, working through debt, or planning your next big move, Perqs gives you the practical guides, videos, and tools you need to make smarter decisions with confidence.

Advertiser Disclosure
Filtering by: Tax Planning

Showing 25-36 of 165 resources

Tax Filing 101: A Step-by-Step Guide for 2024

Filing taxes can be a challenging task, especially for first-time filers. This guide simplifies the process, covering the essentials of tax...

Article 5 min
Read

Understanding Estate Taxes: Federal and State Insights

The federal estate tax, commonly referred to as the "death tax," applies to inherited assets exceeding certain thresholds, which are adjuste...

Article 5 min
Read

Understanding Tax Deductions and Credits: What You Need to Know

This article dives into tax breaks, providing clarity on tax deductions and tax credits, and explores popular programs and options that taxp...

Article 5 min
Read

Unemployment Benefits: Tax Rules You Need to Know

For those navigating unemployment benefits, understanding the tax implications is crucial. Since unemployment benefits are considered taxabl...

Article 5 min
Read

Child Tax Credit Essentials: Eligibility and Filing Tips

The Child Tax Credit (CTC) is a significant tax benefit for families with dependent children under 17 years old, aimed at reducing their tax...

Article 5 min
Read

Filing an Amended Tax Return: Everything You Need to Know

An amended tax return, filed using IRS Form 1040-X, allows taxpayers to correct errors or make adjustments to their previously filed federal...

Article 5 min
Read

How State Income Tax Rates Work Across the U.S.

Understanding state income tax rates and structures is essential for effective financial planning. States vary in their approaches, with som...

Article 5 min
Read

How to Contact the IRS: Phone Numbers, Tools, and Tips

Navigating IRS phone numbers and customer service options can feel overwhelming, but having a structured guide helps streamline the process....

Article 5 min
Read

Mastering Capital Gains Taxes on Home Sales

Selling a home can be financially rewarding, but it often comes with tax implications. Capital gains taxes on home sales are determined base...

Article 5 min
Read

Navigating Tax Relief: Your Options for Managing Tax Debt

If you’re struggling with tax debt or facing an unexpected tax bill, several relief options are available to help manage your situation. The...

Article 5 min
Read

Understanding the Earned Income Tax Credit and Its Benefits

The Earned Income Tax Credit (EITC) is a valuable tax benefit for low- and moderate-income workers, offering potential refunds and tax reduc...

Article 5 min
Read

Filling Out Your W-4 in 2025: A Step-by-Step Guide

The W-4 form, also known as the "Employee's Withholding Certificate," is a critical IRS document that helps employers determine how much fed...

Article 5 min
Read

Tax Filing 101: A Step-by-Step Guide for 2024

Article 5 min
Read

Understanding Estate Taxes: Federal and State Insights

Article 5 min
Read

Understanding Tax Deductions and Credits: What You Need to Know

Article 5 min
Read

Unemployment Benefits: Tax Rules You Need to Know

Article 5 min
Read

Child Tax Credit Essentials: Eligibility and Filing Tips

Article 5 min
Read

Filing an Amended Tax Return: Everything You Need to Know

Article 5 min
Read

How State Income Tax Rates Work Across the U.S.

Article 5 min
Read

How to Contact the IRS: Phone Numbers, Tools, and Tips

Article 5 min
Read

Mastering Capital Gains Taxes on Home Sales

Article 5 min
Read

Navigating Tax Relief: Your Options for Managing Tax Debt

Article 5 min
Read

Understanding the Earned Income Tax Credit and Its Benefits

Article 5 min
Read

Filling Out Your W-4 in 2025: A Step-by-Step Guide

Article 5 min
Read