As Tax Day Approaches, Filers Find Themselves Big Winners—or Losers

For the first time in 50 years, Bob Charron, a partner and tax practice leader at accounting and advisory firm Friedman, took the standard deduction himself rather than itemizing. No mortgage, good health, and the restriction on SALT deductions for state and local taxes meant no advantage in pulling together the paperwork. “I have a […]

Fintech Startup Tally Debuts What It Claims Is the World’s ‘Only Free Automated Savings Service’

Tally, a financial technology startup based in San Francisco, is debuting a service that it claims is “the only free automated savings service” for consumers. The 4-year-old startup, known for automating people’s credit card debt payments, is expanding beyond its initial product, which debuted last year, into one that automatically transfers a pre-set amount of […]