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Professional
Tax Return Preparation
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Roth IRA |
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Roth 401(k) if employer's plan permits |
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Rollover to Roth IRA |
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Tax-deductible IRA |
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Child tax credit |
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Income shifting to children |
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Child care credit |
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Earned income credit |
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Lifetime gifts |
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Education savings accounts |
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Education expenses |
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Hope scholarship credit |
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Lifetime learning credit |
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Bunching deductions |
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Flexible spending accounts |
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Health savings account |
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Donating appreciated assets instead of cash |
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Qualifying property for personal residence gain exclusion |
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Best filing status |
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Shifting income or deductions from year to year |
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Adoption expense credit |
| For Investors: | |
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Tax-free municipal bonds |
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Long-term capital gains and dividends |
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Rental property |
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Tax-free exchange |
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Low-income housing credit |
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Small business stock rollover |
| For Businesses: | |
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Home office deduction |
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Keogh plan |
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SIMPLE plan |
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SEP |
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401(k) plan |
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First year expensing of business equipment |
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Year-end bonuses |
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Bad debt write-off |
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Disabled access credit |
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Other business tax credits |
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Tax-free exchange |
Contact our office if you have questions or want more information on these and other strategies that could reduce your taxes.
E-mail us at lmeers@lmeers.com to request our newsletter.![]() |
Lewis
Meers, CPA PC A Professional Corporation 1501 N. Banks Pampa, Texas 79065 (806) 665-7164 Fax: (806) 665-7167 E-mail: lmeers@lmeers.com |
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