ITEMIZED DEDUCTIONS TO LOWER TAX LIABILITY
It's tax season again, and we're excited to assist you in navigating the complexities of filing your taxes! As a valued client, we want to make sure you're well-prepared to maximize your refund or minimize your tax liability. Our team of experienced tax preparers are ready to help you every step of the way. Please answer the following questions for your tax preparer so we can begin to maximize your tax liability legally and successfully.
1. Do you have any medical, dental and vision expenses? (Prescriptions, glasses, co-pay, deductibles, orthodontics, acupuncture, chiropractor, mental care, surgeries etc.)
2. Do you have a mortgage interest statement?
3. Did you pay any points toward your mortgage to lower your interest?
4.Did you pay any property taxes on real estate?
5. Did you purchase any new vehicles last year?
6. Did you make any charitable contributions to an IRS Qualified Organization? (cash or non-cash).
7. Do you pay any Investment Interest?
8. Did you pay Sales Tax on any major purchases or state tax last year?
9. Did you pay Sales Tax on any major purchases or state tax last year?
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