In The Media

You’ll need to keep those to file your taxes, says Robert Burnette, CEO and financial adviser at Outlook Financial Center.

"For married couples, there can be times when filing separately may yield a larger total net refund to the household than filing jointly," says Rob Burnette, a professional tax preparer at Outlook Financial Center in Troy, Ohio.

Maxing out your traditional IRA has a twofold benefit, says Rob Burnette, investment advisor and tax preparer at Outlook Financial Center.

"If you have a simple return with only wages from Form W-2 and take the standard deduction, tax prep software is usually a good choice," says Rob Burnette, CEO and professional tax preparer at Outlook Financial Center.

Moreover, "electronic returns are not susceptible to having pages getting separated or lost entirely as compared to a paper return," says Rob Burnette, investment advisor representative and professional tax preparer at Outlook Financial Center.

Ideally, employees “should have a strategy in advance for how they are going to use bonuses,” said Rob Burnette, a financial advisor in Troy, Ohio.