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To prepare for your tax appointment, gather all your
financial records, including income statements, expense receipts, and
investment records. Organize them in a way that will make it easier for your
tax professional to review and prepare your tax return.

There are several ways to reduce your tax liability including maximizing deductions and credits, contributing to retirement
accounts, and taking advantage of tax-deferred investments.

The time it takes to complete a tax return can vary depending
on or the complexity of your financial situation. In general, tax preparation
can take several hours to several days

Tax Credit: A tax credit directly reduces the amount of tax you owe, dollar for dollar. If you owe $2,000 in taxes and you have a $500 tax credit, your tax bill drops to $1,500. Some credits, like the Earned Income Tax Credit (EITC) or Child Tax Credit, may even be refundable, meaning you could receive a refund if your credit exceeds your tax liability.

Tax Deduction: A tax deduction lowers your taxable income, which in turn reduces the amount of tax you owe. For example, if your taxable income is $50,000 and you claim a $5,000 deduction, your taxable income drops to $45,000. The actual tax savings depend on your tax bracket.

 If you receive a notice from the IRS, it is important to
take it seriously and respond promptly. Contact your tax professional for
guidance on how to address the notice and resolve any issues.

To provide an accurate quote, we’ll need to learn more about your specific tax situation.

Each client is unique, and our goal is to ensure you receive the best service tailored to your needs. Feel free to share some details and complete our client intake form and we’ll be happy to guide you on the next steps!”