2024/2023 TAX PACKET REVIEW

Tax Packet Link:
https://www.cognitoforms.com/selfempl...

Chapters:
1:50 For Non Clients
4:24 Personal Information
6:33 Children and Dependents/Dependent Care
9:08 Sources of Income
13:10 Health Insurance
15:10 Post Secondary Education
18:28 Brokerages (Stocks/Crypto)
21:08 Interest/Dividends
21:58 Retirement Accounts
23:46 Charitable Contributions
25:58 Personal Residence Info/Home Sale
26:55 Solar Credit
27:47 Rental Investment Properties
33:50 Business Revenue and Expenses
43:19 1099-NEC requirements
44:50 Meals and Per Diems
47:27 Vehicles used for Business
51:03 Less Common Tax Items (E-vehicle credits, additional K1's, estimated tax payments)
55:00 Pricing guide and final thoughts