Avoiding Tax Problems

• Review your tax return before sending it to the IRS

• Verify your Form W-2 and all Forms 1099s to ensure they are correct.

• Review that all social security numbers included on the return are correct.

• If married, try filing separate status for both spouses to see if the total from both returns results in paying less tax than filing a joint return.

• If single and have a qualifying person living with you, you may qualify for the head of household filing status.

• If NOT filing as married filing separately, you may qualify for the earned income credit.

• Always keep copies of all tax forms and documents that you send to the IRS.

Most Common Tax Topics

• Back Taxes & Delinquent Taxes

• Capital Gains Tax & Losses

• Charitable Purposes

• Earned Income Tax Credit

• Educational Expense

• Employee Business Expense

• Estate & Inheritance Tax

• Gift Tax

• Home Equity Loan Tax Deductions

• Homeownership

• Individual Retirement Accounts (IRA)

• Medical Expenses

• Mileage Allowance and Rates

• Moving Expense

• Qualifying Child

• Rental Income & Expense

• Self Employed Taxes