We know it can be hard to find the right office to prepare your documents accurately. That's why we offer all new clients a free 15-minute consultation. We’ll talk about your past year finances, future planning strategies and your current financial state to create the most advantageous solution to meet your needs.
Free Initial Consultation
Minimize your tax liability while maximizing your refund.
We can accomplish all of this with accurate document preparation while removing the mental stress and financial burdens you might go
through during tax season!
Earned Income and AGI Amounts
Increased
To be eligible for a full or partial
credit, the taxpayer (single, head of household, married but separate, or widowed must have earned
income and AGI of at least $1 but less than:
$59,899 ($66,819 if Married Filing Jointly) with three or more qualifying children
$55,768 ($62,688 if Married Filing Jointly) with two qualifying children
$49,084 ($56,004 if Married Filing
Jointly) with one qualifying child
$18,591 ($25,511 if Married Filing
Jointly) with no qualifying child
Clean Vehicle Energy Credits
You may qualify for a credit up
to $7,500 if you bought a new, qualified plug-in EV or fuel cell
electric vehicle if your modified AGI was under:
$300,000 for married couples filing jointly or a surviving spouse
$225,000 for heads of households
$150,000 for all other filers
To qualify it must have been bought for your own use, not for resale, and used primarily in the U.S.
Small Business Pension Plan
This tax credit reduces
the amount of taxes you may owe on a dollar-for-dollar basis up to $5,000,
for three years, for the ordinary and necessary costs of starting a SEP,
SIMPLE IRA or qualified plan.
One of three qualifiers are:
Only employees who earned at least $5,000 in the previous year are eligible to participate in a SIMPLE IRA.
Employer limitation: To qualify, a company must have 100 or fewer employees meeting the $5,000 compensation threshold.
No other qualified plan: A company cannot offer a SIMPLE IRA if they already have another employer-sponsored retirement plan.
Many Franchise Offices are back to using timers when handling your Income Tax Interview and we believe that is a great disservice to hard working families and thriving businesses. At Clear Path Tax Advisors, we will find all of your eligible credits and deductions the first time. Rely on our educated Tax Professionals to help eliminate the top 9 common tax return mistakes by looking for:
Register at our Office Portal, review invoices, and upload your documents 24/7.
By Video
Join me via live meeting to begin your tax interview. review your documents and begin the intake process. This allows for greater due diligence due to my access of seeing each document live.
By Text
Send a message to: 833.777.0137 with your tax documents and intake sheet on the go.
Fax your documents to 833.944.6292. You can also include the Tax Intake PDF to be certain we have everything needed. Be sure to use a cover page for your tax advisor.
Take the next step
Set Your dedicated Appointment time with Clear Path Tax Advisors
What to expect?
During our scheduled time you can expect us to ask the proper questions to truly understand your financial situation from the past year as well as, what your future goals entail. We encourage you to create a set list of questions and concerns so that we may assist you, your family, and/or business with ease.
