Tax Preparation
Whether you're a wage earner, an investor, a business owner, or all three, you should take advantage of all of the current tax-cutting benefits available to you in the updated tax laws.
We are here to make sure nothing is overlooked.
Use these tools to see if there are tax breaks that you can use, and the tax organizer to prepare for a consultation.
Tax-Cutting Checklists
Individuals/Families - do you have any of these? (Click the arrow see the list.)
Roth IRA
Roth 401(k) if employer's plan permits
Rollover to Roth IRA
Tax-deductible IRA
Child tax credit
Child care credit
Earned income credit
Annual gifts to reduce estate
Education savings accounts
Education expenses
American opportunity tax credit
Lifetime learning credit
Bunching deductions
Flexible spending accounts
Health savings account
Donating appreciated assets instead of cash
Qualifying property for personal residence gain exclusion
Best filing status
Shifting income or deductions from year to year
Adoption expense credit
For Investors - do you have any of these?
Tax-free municipal bonds
Long-term capital gains
Rental property
Tax-free exchange
Low-income housing credit
Small business stock rollover
For Businesses - do you have any of these?
Home office deduction
Keogh plan
SIMPLE plan
SEP
401(k) plan
First year expensing of business equipment
Year-end bonuses
Bad debt write-off
Disabled access credit
Health care tax credit
Other business tax credits
Tax-free exchange