Comprehensive Tax Services
My goal is to ensure you understand your return, maximize your eligible credits, and file with complete confidence.
Tax Credit Review
Many taxpayers miss out on valuable credits simply because they are unaware they qualify. I perform a deep-dive analysis of your financial situation to identify every opportunity.
- Identification: Thorough review for Earned Income, Child, and Education credits.
- Eligibility Check: Verifying you meet all IRS requirements to ensure compliance.
- Documentation: Guidance on exactly what proofs you need to substantiate your claim.
Education on Deductions
I don't just file your taxes; I explain them. Understanding your return empowers you to make better financial decisions throughout the year.
- Line-by-Line Walkthrough: We review your return together before submission.
- Future Planning: Tips on how to organize expenses for next year to maximize deductions.
- Plain English: No complex tax jargon—just clear, understandable explanations.
Prior-Year Review
If you suspect you missed credits in past years, it might not be too late. I specialize in reviewing past returns to recover eligible funds.
- 3-Year Lookback: Reviewing returns within the IRS statute of limitations for amendments.
- Amendment Filing: Preparing and filing 1040-X forms if errors or missed credits are found.
- Risk Assessment: Honest advice on whether amending is worth the potential scrutiny.
Ready to file with confidence?
Schedule your appointment today and experience the TaxEase difference.
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