Information regarding browser or device support

Oh no! We may not fully support the browser or device software you are using !

To experience our site in the best way possible, please update your browser or device software, or move over to another browser.

Education tax tips

Whether you’re sending your children to elementary school or you’re going back to college for an advanced degree, education at any level brings with it some enticing tax incentives, as well as plans for making the most of your finances when it comes to academia.

Education TYPES FOR CREDITS AND DEDUCTIONS

Education credits and deductions overview

An overview of what credits and deductions might be available to you, and how to take advantage of them.

Read More
Other relevant credits and deductions

Find my nearest

MAJOR LIFE CHANGES

Received scholarship, grant, or fellowship

What part of your scholarship, grant, or fellowship is considered taxable income?

Read More
Coverdell ESA / Education Savings Account

The Coverdell ESA is a type of account for the qualified education expenses of a beneficiary who attends a public, private, or religious school at the elementary, secondary, or higher education level.

Read More
Qualified Tuition Plan

Also known as a 529 Plan, the QTP lets contributors prepay a student’s college tuition or put money in an education savings account.

Read More

Because trust, guarantees, convenience & money all matter

  • TRUSTED GUARANTEES.

    Be 100% certain about your money & your taxes, year after year.

  • NATIONAL PRESENCE. LOCAL HEART.

    We’re in your neighborhood & inside your favorite Walmart store.

  • 40+ YEARS. 60+ MILLION RETURNS.

    The kind of trusted expertise that comes with a lifetime of experience.