Sources We Use
- Tax rules and figures: the IRS (irs.gov, revenue rulings, form instructions) and state revenue departments.
- Regulation: the SEC, CFTC, FinCEN, state regulators, and the text of enacted laws.
- Fraud data: the FBI Internet Crime Complaint Center (IC3) annual reports and FTC Consumer Sentinel data.
- Product details (fees, availability, features): the provider's own official pages, checked on the date shown in the article.
Every guide ends with a Sources section linking to the primary documents we used.
Fact-Checking
- Every number, whether a tax rate, threshold, or statistic, is checked against a primary source and labeled with its tax year or date.
- Worked examples are recalculated by hand before publishing.
- We state what we don't know. Where the IRS hasn't issued guidance, as with some DeFi activity, we say so instead of guessing.
Authorship and Review
Articles are written by Asad Shaikh, the site's founder and editor. He is not a CPA or attorney, which is why every tax figure is checked against the IRS and state revenue departments and linked to its source. Each article shows its author, publication date, and last-updated date. When a qualified reviewer, such as a CPA or enrolled agent, reviews a tax guide, the article will show a "Reviewed by" line with that person's name and credentials.
Updates
- Tax guides are reviewed when the IRS publishes annual inflation adjustments, and when a state changes its rates or rules.
- We change the "Updated" date only when the content changes, not for layout fixes.
- Exchange and card comparisons are rechecked when providers change fees or availability.
Corrections
If we get something wrong, we fix it and update the date. Report an error through our contact page, ideally with a link to the official source.
Independence
Our guides currently contain no affiliate links. If that changes, affected pages will say so near the top, as described in our disclaimer. Content is educational and not financial, tax, or legal advice.