We Find Money Others Missed, can’t hurt to look.
What We Look For
You’re wondering where might those dollars be hiding? Common mistakes we catch during a tax return review include:
MISSED EDUCATION CREDITS
If you are a student or are a student’s parent, are you sure you are taking full advantage of the American Opportunity Credit, the Lifetime Learning Credit and all available deductions for tuition? The rules are complicated, and errors are common.
INACCURATE FILING STATUS
Selecting your optimal filing status has a strong impact on the value of some credits and deductions. For some families, changing your filing status can make you eligible for a larger refund.
OVERLOOKED EARNED INCOME TAX CREDIT
The Earned Income Tax Credit can mean thousands of extra dollars for working families. Qualification depends on rules regarding income, marital status, and family size – so it’s a credit that’s often missed. In fact, the IRS reports approximately 20% of taxpayers eligible to claim the EITC do not claim it.
Make an appointment at (714) 551-9222
