Tax Planning For Individuals
  • Document Cash and Non-Cash Donations
  • Track Home Office Expenses (Unreimbursed expenses related to your job)
  • Document Education Expenses related to obtaining higher education degrees and/or certifications that will enhance your job skills.
  • Make Contributions into your 401(k), 403(b) Plans, Roth or Traditional IRA's

     2022 Tax Season Highlights

  •    Standard Deduction Amounts for all filing statuses
               Single                                        $ 12,950
               Married Filing Joint                  $ 25,900
               Married Filing Separate           $ 12,950
               Head of Household                  $ 19,400

  • Charitable contributions - Taxpayers who DO NOT Itemized their deductions can now claim up to $300 of charitable contributions made to qualifying charities. 

  • Recovery Rebate Credit and Economic Impact Payments received during 2020 are NOT Taxable.