Tax & Benefit Planning

Are you paying too much in taxes? We will do an analysis on your return and show you where you can save some extra money with tax planning. We will review:

• Tax Elections
• Mortgage Interest Loss Deduction
• Child and Dependent Care
• Gambling Loss Deduction
• Health Savings Account Deduction
• IRA Contribution Deduction
• Saver's Credit
• State & Local Tax Deduction
• Charitable Deductions
• Medical Expense Deductions
• Business Expense Deductions
• Home Office Deductions
• Educator Expense Deductions
• Lifetime Learning Tax Credits
• Residential Energy and Electric Vehicle Tax Credits
• Conservation Easement Tax Credits

Are you maximizing your government and employee benefits? Our benefit planning analysis will ensure you are getting everything you are entitled too! We will review:

• Medicare
• Medicaid
• Social Security
• Disability
• Veteran's Benefits
• Unemployment Insurance
• Childcare
• Job Training
• Tax Filing Assistance
• Eviction Prevention
• Home Repair & Weatherization
• Food Assistance
• Rental Assistance
• Tuition Assistance
• Small Business Loans