Question 1 of 8
How do you currently file your taxes?
Question 2 of 8
Are you maximizing tax-advantaged retirement accounts (401k, IRA, HSA)?
Question 3 of 8
Do you have any side income, freelance work, or small business income?
Question 4 of 8
Do you know if you qualify for tax credits like the Child Tax Credit, Earned Income Credit, or education credits?
Question 5 of 8
How do you handle investment gains and losses for tax purposes?
Question 6 of 8
Are you making charitable contributions in a tax-efficient way?
Question 7 of 8
Do you adjust your W-4 withholding to match your actual tax liability?
Question 8 of 8
Do you do any year-end tax planning before December 31st?