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Individual, Sole Proprietor and W-2 Wage Earner Tax Planning

We're here to help you navigate the complexities of tax season with ease and confidence. Let's work together to maximize your tax benefits and ensure a smooth filing process.

Today's Date and Time
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Is your mailing address the same as your location address
Do you have copies prepared of your W2 or 1099K, or other 1099's and/or ordinary income?
Yes
No
Do you have a Taxpayer ID (TIN) or Social Security for yourself and all of your family members prepared
Do you have access to your tax records?
Have you had any life changes?
Have you have been affected by a disaster?
Do you have any Student Loans?
Do you have any Tuition and Fees
Yes
No
Do you have any business expenses for performing artists?
Yes
No
Are you a GIG Worker
Yes
No
Have you performed Jury Duty?
Have you won any Olympic Metals or other monetary prizes or awards?
Have you received an overpayment of unemployment benefits during the year, and you paid it back?
Have you received an award from the IRS (known as a whistleblower award)
Are you eligible for Low Income Housing Credit
Yes
No
Will you have a credit for federal fuel taxes?
Yes
No
Do you qualify for the QBI deduction: deduct up to 20% of that income.
Yes
No
Do you have Expenses for Business Use of Your Home?
Yes
No
Do you have any Educational Expenses
Are you eligible for the Educators Supply Deductions: Eligible Elementary or Secondary Educator K-12
Are you eligible for the American Opportunity and Lifetime Learning Credits (AOTC)
Do you have any moving job related expenses
Are you aware of the sales tax deduction.
Are you eligible for the earned income tax credit (EITC)
Have you paid any household employees?
Will you be eligible for the Child and Dependent Care Tax Credit?
Do you have any Retirement Contributions to report?
Do you have any Health Savings Account (HSA) Contributions
Health Insurance Marketplace Premium Tax Credit.
Do you have Virtual Currency?
Will you have the Alternative Minimum Tax Credit (AMT)
Do you receive Fringe Benefits or other income in addition to your regular pay?
Yes
No
Is your pay part of the Prevailing Wage or Davis Beacon?
Yes
No
Are you in the United States as a Visa Holder?
Yes
No
Do you have and foreign accounts or assets to report?
Yes
No
Does your employer have your updated I-9
Do you have any Stock or Investments to report?
Have you received any 1099 NEC, 1099 MISC, 1099K or other non-standard 1099 forms?
Yes
No
Do you have any other business- or business-like incomes?
Do you have any reportable Tips Income?
Are you a member of the Military?  
Oh Ok!
Other
Are you eligible for the Work Opportunity Tax Credit (WOTC)
Yes
No
Are you eligible for the Residential Energy and Clean Vehicle Credits?
Yes
No