








What the CPA Found:
Child Tax Credit (for BOTH kids - TurboTax only caught one)
Child and dependent care credit (daycare)
SALT optimization
Charitable donations tracking

What the CPA Found:
Home office deduction (calculated properly)
Mileage for property showings
Marketing expenses
Cell phone business use percentage
Self-employment tax optimization

The IRS requires specific credentials to legally prepare and represent taxpayers — and not everyone who "does taxes" actually has them
. The difference between who files your return can mean thousands back in your pocket or thousands in penalties you never saw coming. Software doesn't have credentials. It has algorithms. And algorithms don't know your life.





April 15th doesn't care that you were busy. It doesn't care that life got complicated. It doesn't negotiate.
File late without an extension and the penalty clock starts immediately — 5% of what you owe, every single month, stacking until it hits 25%. That's not a warning. That's a bill that grows while you sleep.
And here's what most people don't realize until it's too late:
Miss the filing window on certain refundable credits — and that money is gone. The IRS is not required to remind you. They're not required to hold it. They're not required to do anything except keep it.
The longer you wait, the fewer options you have. The more complex your situation — a job change, a new baby, a new home, multiple income sources — the more room there is for an error that costs you. And errors made in a rush cost the most.
Tax season isn't a wide-open window. It's a sprint with a hard finish line. The clients who move first get the most thorough review, the fastest turnaround, and the best possible outcome.
