Choosing MoneyWise for your tax planning and preparation comes with a range of benefits that make tax season easier, more efficient, and potentially more rewarding. Our network of tax experts are committed to understanding every detail of your financial position, ensuring that we uncover every possible deduction that you deserve.
Tax Planning
Optimize your tax liability and maximize savings with MoneyWise, the trusted choice for tax preparation and planning. Our expert network of the nation’s top CPAs specializes in uncovering every deduction, credit, and opportunity to improve your bottom line.
Tax Prep
Ensure consistent long-term engagement and continuous delivery of software projects essential for your business growth by partnering with a reputable and dependable technology solution provider, known for its commitment to excellence and client satisfaction.
Tax Compliance
MoneyWise offers proactive tax planning strategies to minimize your tax liability while staying fully compliant with current regulations, providing personalized solutions designed to help you save money and plan for a secure financial future.
Top Deductions
Mortgage Interest Deduction
Homeowners can deduct the interest paid on their mortgage, which can be significant, especially in the early years of a loan when interest payments are higher. This deduction can apply to both primary and secondary homes, as long as you meet certain requirements.
State and Local Taxes Deduction
You may be able to deduct up to $10,000 in property taxes, as well as state and local income taxes or sales taxes. This deduction is especially helpful for those who live in high-tax areas.
Student Loan Interest Deduction
If you’re paying off student loans, you can deduct up to $2,500 in interest paid on qualifying loans, helping to reduce your taxable income. This deduction is available even if you don’t itemize, making it accessible to more taxpayers.
Charitable Contributions
Donations made to qualified charities are deductible if you itemize your taxes. You can also deduct non-cash donations, such as clothing or household items, at their fair market value. Keep good records and receipts to support your contributions.
Medical and Dental Expenses
You can deduct medical and dental expenses that exceed 7.5% of your adjusted gross income (AGI). This can include out-of-pocket payments for doctor visits, prescription medications, and medical devices.
Retirement Contributions
Contributions to a traditional IRA or 401(k) are often tax-deductible, allowing you to save for retirement while reducing your taxable income. Contributing to these accounts can be a smart strategy for those looking to lower their tax bill and grow their retirement savings.
With MoneyWise by your side, you’ll experience a stress-free tax season. From start to finish, we provide clear guidance, personalized advice, and proactive support to ensure your taxes are prepared accurately and filed on time. Our network of top CPAs from across the nation ensures that you’ll have access to the very best in tax expertise, allowing you to feel confident that your tax strategy is optimized to fit your financial goals. When you choose MoneyWise, you’re not just choosing a tax service—you’re choosing a team dedicated to making tax season a positive, financially beneficial experience.
Maximize Your Refund
The MoneyWise network of tax experts are dedicated to finding every deduction and credit you qualify for, ensuring you get the highest possible refund.
Stress-Free Tax Season
Tax season can be overwhelming, but with MoneyWise, you’re not alone. We handle all the details from start to finish, so you can focus on what matters most while we make filing your taxes as smooth and stress-free as possible.
Personalized Tax Strategies
We know that every financial situation is unique, which is why we take a personalized approach to your taxes. MoneyWise works closely with you to understand your goals and financial circumstances, crafting tax strategies that fit your needs and help set you up for future success.