As a Matter of Tax

Don't wait until the end of the year for your tax prep

What does a personal tax advisor do?

The tax profession is a complex and diverse industry. There are so many different types of tax and areas of specialties. With all the various areas of tax come even more titles associated with the tax professionals who serve those areas. It’s hard for people to know whether they need or want a CPA, a preparer, an advisor, an accountant or a specialist.

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Educator Expenses

Many educators are aware of the deduction they can take on the front of their tax return for out-of-pocket expenses that aren’t reimbursed by the institution they teach for.

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Safe Deposit Box

Protecting those important documents and records at the bank each year can be expensive. Good thing there’s a tax benefit for it.

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Tax Preparation Fees

I don’t know if you knew or not, but the fee you paid to have your tax return prepared this year is deductible on your tax return next year.

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Losses or Theft

That personal item you love was lost, stolen or damaged? Got into a vehicle accident and the insurance company didn’t totally cover everything? You may be able to deduct the value of the loss on your tax return. Talk to your tax professional about the benefit you can take for those losses on your tax return.

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Job Travel

I don’t know about you, but when I worked for other companies, my job liked to send me places for training and didn’t always reimburse me for all of those expenses. But that’s ok. You can deduct those travel expenses on your tax returns

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Job Education

Staying abreast of the current trends in your career is important. It can can be costly too! Be rewarded for investing in your career.

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Charitable Donations

Give to receive! Charitable donations, whether in cash or in kind, to a qualified organization can net you a tax deduction equal to the amount of cash or the value of the items donated.

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Investment Interest

Investing in the market can be a smart way to grow your hard-earned money. But it can also be expensive. However, you may be eligible to deduct the investment fees you paid.

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