Form 1098-T Optimization: We ensure you correctly claim the American Opportunity Tax Credit (AOTC) or the Lifetime Learning Credit, which can put up to $2,500 back in your pocket.
Student Loan Interest: Accurate deductions for interest paid on qualified student loans, even if you don't itemize.
Education Expenses: Guidance on deducting required books, supplies, and equipment needed for your CIS or other degree programs.
W-2 & Simple Returns: Fast, accurate filing for individuals and families with a focus on maximizing your standard or itemized deductions.
Drill Travel Deductions (Form 2106): If you travel more than 100 miles for drill, we help you deduct unreimbursed travel, meal, and lodging expenses.
Nontaxable Income Management: Expert handling of Basic Allowance for Housing (BAH), BAS, and Combat Pay (Code Q) to ensure they are excluded from your taxable income correctly.
Multi-State Filing: If your orders took you across state lines, we manage the complexities of filing in multiple jurisdictions.
Moving Expenses: Specialized support for Active Duty members on PCS orders (Form 3903).
Gig Economy Specialist: Professional filing for 1099-K and 1099-NEC income (Uber, DoorDash, Etsy, and freelance contractors).
Schedule C & Expense Tracking: We help you identify every legal business deduction, from home office space to vehicle mileage and equipment depreciation.
Self-Employment Tax Planning: Avoid surprises with our guidance on calculating and paying quarterly estimated taxes.
IRS Compliant Security: Your business financials are protected with industry-standard encryption, ensuring your data, and your clients' data remains secure.
Schedule Your Session
Choose your preferred time on our Google Calendar. During booking, you can select an In-Person Meeting, Virtual Google Meet or a Standard Phone Call. If you choose a phone call, please ensure your contact number is accurate.
After booking, you will receive an invitation to our Verifyle Secure Portal. To ensure maximum security and a faster consultation, you can upload your digital documents (PDFs or clear photos) before our meeting.
During our meeting, we’ll review your documents (W-2s, 1098-Ts, or military orders). I’ll analyze your specific situation to ensure every deduction is identified.
Once I calculate the complexity of your return, I’ll provide a clear, upfront price. No hidden fees. We sign a service agreement to lock in your rate and begin the filing process.
We finalize your return with technical accuracy. Once approved, we e-file your taxes securely and ensure your data is protected through the entire process.
Identification: Valid ID and Social Security cards for all household members.
Income: All W-2s, 1099s (NEC, MISC, K, INT), and side-hustle records.
Education: Form 1098-T and receipts for books or supplies.
Military: LES copies and drill travel logs (if applicable).
Previous Return: Your most recent filed tax return for reference.
Business Owners: Your 1099-K or 1099-NEC forms and a summary of your 2025 business expenses.
For secure digital document transfer, clients will receive access to our encrypted portal after the initial consultation.