Perform an analysis based on reviews of the additional information from client profiles and Form 1040

February 13, 2024February 13, 2024 Discipline: Other
  1. Complete the high-level view of the client tax profiles.
    1. Identify the category.
    2. Identify the client IDs within the category.
    3. Enter taxpayer’s names.
    4. Enter filing status.
    5. Enter the spouse’s name if applicable.
    6. List the dependents.
  2. Perform an analysis based on reviews of the additional information from client profiles and Form 1040.
    1. Income Streams: Consider all forms of income, look at the AGI or taxable income.
    2. Deductions: Review deductions for the tax year.
    3. Tax Credits: Review tax credits for the tax year.
  3. List multiple tax planning factors.

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