Tax Strategy February 13, 2026

Most Americans don't pay the right amount of taxes — they pay too much. Not because the IRS overcharges them, but because they don't use every legal provision available to reduce what they owe.

Here are seven signs you're overpaying — and what to do about each one.

1. You're Self-Employed and Haven't Considered the S-Corp Election

If your business earns more than $50,000-$60,000 in net profit and you're still operating as a sole proprietor or single-member LLC, you're paying 15.3% self-employment tax on every dollar of profit.

An S-Corp election splits your income into salary (taxed for payroll) and distributions (not taxed for payroll). The savings: $5,000-$20,000+ per year at moderate to high income levels.

Fix: Ask a CPA to run an S-Corp analysis for your specific income level.

2. You Take the Standard Deduction Without Checking

The standard deduction ($15,000 single, $30,000 married) is the right choice for most people — but not all. If you have a mortgage, significant charitable donations, or high state and local taxes, your itemized deductions might exceed the standard deduction.

Even if they don't this year, the "bunching" strategy — concentrating two years of charitable giving into one year — might push you over the threshold.

Fix: Have a CPA compare both methods every year.

3. You're Not Contributing to Tax-Advantaged Retirement Accounts

Every dollar contributed to a Traditional 401(k), IRA, SEP-IRA, or Solo 401(k) reduces your taxable income. If you're in the 24% bracket and contribute $23,500 to your 401(k), you save $5,640 in federal taxes — plus you're building retirement wealth.

If you're self-employed and not using a Solo 401(k) or SEP-IRA, you're missing the largest deduction available to you (up to $70,000).

Fix: Max out available retirement accounts. If you're self-employed, ask a CPA which plan is best for your situation.

4. You Work from Home and Don't Claim the Home Office Deduction

If you're self-employed and use a dedicated space in your home for business, the home office deduction is yours to claim. The actual expense method typically yields $2,500-$5,000 per year — and it also makes your business mileage from home fully deductible.

Many people skip this deduction out of audit fear. The reality: if you qualify and document it properly, the audit risk is minimal and the savings are real.

Fix: Measure your office, calculate the actual expense method, and start claiming it.

5. You Get a Large Tax Refund Every Year

A refund means you overpaid throughout the year — you gave the government an interest-free loan. A $4,000 refund means you had $333/month taken from your paychecks that you could have been using or investing.

Fix: Adjust your W-4 to reduce withholding. Use the IRS Tax Withholding Estimator. Target a small refund ($200-$500) or a small balance due.

6. You Don't Track Business Mileage

At 67 cents per mile, business mileage adds up fast. Driving 10,000 business miles per year is a $6,700 deduction — saving $1,600-$2,500 in taxes depending on your bracket.

Without a mileage log, the deduction is disallowed. Many business owners drive extensively for work but never track it.

Fix: Download a mileage tracking app today and start logging every business trip.

7. You've Never Worked with a CPA

This is the biggest sign of all. If you've never had a CPA review your tax situation, you almost certainly have missed deductions, sub-optimal structures, or unclaimed credits.

A one-time CPA review costs $200-$500. If they find nothing, you've bought peace of mind. If they find $5,000 in savings, you've made a 10-25x return on that investment.

Fix: Schedule a consultation with a CPA who specializes in your situation.

Stop Overpaying

Every dollar of unnecessary tax is a dollar you can't invest, save, or spend on your life and business. The strategies to fix these issues are all legal, all available, and all within reach — with the right guidance.

Find a CPA who can review your situation and identify where you're overpaying at ListMyCpa.com. Search by state, city, and specialization to find the right match.