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Tax Planner

Your road map to tax efficiency

We're here to help you navigate the complexities of income taxes 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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Entity Type
Is your mailing address and location address you entered the same?

If any of the children are adopted, please document costs associated with adoption.

IRS | Dependents

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 casualty and theft losses?
Yes
No

You will need documentation of damage and insurance reimbursements.

Do you have any Student Loans, Tuition and Fees?
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
Do you have any Real Estate Rental Property Investment Income and Expenses to report?
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

You don’t need to itemize to claim the QBI deduction, but you will need to fill out Form 8995 or Form 8995-A.

Do you have Expenses for Business Use of Your Home?
Yes
No

Form 8829 for self employed

home size/office size, and expenses.

Are you eligible for the Educators Supply Deductions: Eligible Elementary or Secondary Educator K-12 or 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 Insurance Contributions and Credits to claim?
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

Do you have other non-mandatory payroll deductions: 

Voluntary (health, disability, insurance, retirement plans, job related expenses)

Pre-Tax (medical and dental benefits, 401K retirement plans, group-term life insurance)

Post-tax (wage garnishments, Roth IRA retirement plans, union dues)

Understanding Payroll Deductions: A Guide to Managing Employee Take-Home Pay

Employee Reimbursed Business Expenses and Taxation

Fringe Benefits

Is your pay part of the Prevailing Wage or Davis Beacon?
Yes
No

 Prevailing Wage or the Davis Beacon Act for construction contracts exceeding $2000 to which the US or District of Columbia is a part of? Applies to laborers, mechanics or subcontractors.  Wage Determinations | SAM.gov

Are you in the United States as a Visa Holder?
Yes
No

H-1B nonimmigrant worker 

Taxation of alien individuals by immigration status – H-1b | H-2A visa worker supplied by a Crew Leader, H-1C, NAFTA TN Visa older, or H-2B, H-1B, H-1B1 and E-3 Specialty Professional) Workers

US Citizenship and Immigration Services

Foreign students, scholar

Income tax obligations for individuals with H status visas depend on whether they are classified as resident aliens or nonresident aliens and determined using either the green card test or the substantial presence test.

Do you have and foreign accounts or assets to report?
Yes
No

Foreign Account Tax Compliance Act (FATCA)

Requires you to report, depending on the value, foreign financial accounts and foreign assets. Form 1042-S

Does your employer have your updated I-9
Do you have any gains or losses of Stocks, Bonds or Investments to report?
Have you received any 1099 NEC, 1099 MISC, 1099K or other non-standard 1099 forms?
Do you have any other business- or business-like incomes?
Do you have any reportable Tips Income?
Are you a member of the Military?  
Yes
No

Are you a member of the Military?  

Try MilTax Free Tax Filing Software

Are you eligible for the Work Opportunity Tax Credit (WOTC)
Yes
No

If you are a veteran or part of another targeted group, you may want to inform potential employers about this credit, as it provides a tax incentive for them to hire you.

About Form 5884, Work Opportunity Credit | Internal Revenue Service

Are you eligible for the Residential Energy and Clean Vehicle Credits?
Are you eligible for an Elderly or Disabled Credit
Are you eligible for excess social security tier 1 RRTA tax credit?
Yes
No

The self-employment tax was 15.3% and anyone who paid that full tax can then deduct half of it on their taxes. Normally, employees pay a tax of 7.65% on their income (FICA taxes) and their employers also pay that amount for a combined tax of 15.3%. Self-employed workers need to pay the whole tax but can then deduct the employer portion on their federal tax return. Use Schedule SE to calculate your self-employment tax and Schedule 1 to claim this deduction.

Do you have any business expenses for fee-basis government officials?
Yes
No
Have you made any charitable contributions?
Yes
No

Charitable Contributions

Taxpayers can deduct charitable donations, though the rules vary. You will need cash amounts, official charity receipts, canceled checks, value of donated property, and miles driven, and out of pocket expenses.

Do you have record of taxes you've paid, and prior year tax refunds?
Yes
No
Other

Real Estate Taxes and Real Estate: Form 1098 (interest, PMI, and points)

State and Local Income Taxes

Personal Property Taxes

Prior Year Tax Refunds

Vehicle Licensing Fees and Taxes

Do you have records of miscellaneous deductions such as: union dues, unreimbursed employee expenses, (uniforms, supplies, seminars, continuing education, publications, or travel)
Yes
No
Have you calculated your Adjusted Gross Income? (AGI)
Do you need more detailed information regarding Itemized Deductions?
Are you aware of IRS Tax Reforms affecting individuals?
Yes
No

Tax Reform Provisions that Affect Individuals

Individuals | Internal Revenue Service

Have you paid estimated taxes?
Do you support sound tax policies?
Are you aware of the Taxpayer Advocate Service?
Are you aware of the Interactive Tax Assistant?
Will you need to file an extension?
Yes
No
Are you aware you can sign up to get your refund faster.
Does your employer have a copy of your current W4?
Did you know you can calculate and manage your W-4 Witholdings?
Yes
No

Annual W4 Withholding Estimator

Calculator Tool

Did you know you can calculate and manage your paycheck?
Yes
No

Paycheck Calculator: Federal, State & Local Taxes

Free Paycheck Calculator: Hourly & Salary Take Home After Taxes

Have you checked your SSA eligibility?
Before contacting us, please upload a copy of your documents, your prior year tax return and a Completed Authorization Form 8821
Yes
No

Before contacting us, please upload a copy of your documents, your prior year tax return and a Completed Authorization Form 8821

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