Tax Preparation for Growing Families
We identify the Child Tax Credit, education savings, and deductions your family qualifies for, and document the requirements before claiming them.
Families Deserve More Than the Standard Deduction.
The tax code is packed with benefits for parents and families, but the rules are complex. We navigate the Child Tax Credit phaseouts, coordinate multiple education benefits, and confirm the right filing status for your situation.
Whether you're claiming dependents, paying for childcare, or saving for college—we make sure every family-focused tax break works in your favor.
Family Tax Savings
- Child Tax Credit ($2,200/child)
- Head of Household Status
- Education Credits (AOTC/LLC)
- Dependent Care FSA Strategy
- Earned Income Credit (EIC)
Family Tax Services
Comprehensive tax preparation focused on family deductions and credits.
Child Tax Credit & ACTC
We identify the Child Tax Credit you qualify for ($2,200 per child) and the Additional Child Tax Credit, even if you owe little or no tax.
Dependent Care FSA Strategy
We review your dependent care FSA and the Child and Dependent Care Credit together to identify the right approach for your situation.
Head of Household Status
We determine if you qualify for Head of Household filing status, which offers a higher standard deduction and lower tax rates than single.
Education Tax Credits
We help you claim the American Opportunity Credit, Lifetime Learning Credit, and coordinate with 529 plan withdrawals.
Nanny & Household Employee Taxes
If you employ a nanny, housekeeper, or caregiver, we handle Schedule H and ensure proper household employment tax compliance.
Earned Income Credit (EIC)
We identify the EIC for working families who qualify — a refundable credit worth up to roughly $8,300 depending on your income and number of children.
Upload Your Documents
Snap photos of your 1099s, W-2s, and other documents. Upload through our secure mobile-first portal.
We Prepare Your Return
Our team reviews your documents, finds deductions, and prepares your return with thorough accuracy checks.
Review & E-File
Review your completed return with us, then we e-file and provide digital copies for your records.
Common Questions for Families
Understanding child tax credits, education benefits, and filing status.
What is the difference between Child Tax Credit and Additional Child Tax Credit?
The Child Tax Credit is worth up to $2,200 per child under 17. The Additional Child Tax Credit (ACTC) is the refundable portion if your credit exceeds your tax liability. Families with low tax liability often receive the ACTC as a refund.
Should I file as Head of Household or Single?
Head of Household offers a higher standard deduction and lower tax rates than Single filing. You generally qualify if you are unmarried, pay more than half the cost of maintaining a home, and have a qualifying dependent. We evaluate your situation to determine whether you qualify.
Can I claim both Dependent Care FSA and the Child and Dependent Care Credit?
Yes, but with coordination limits. Note the two are separate: the Child and Dependent Care Credit applies to up to $3,000 of expenses for one child ($6,000 for two or more) and is worth 20% to 35% of those expenses. A dependent care FSA is a separate benefit that lets you pay up to $5,000 of care costs pre-tax ($7,500 from 2026). Amounts reimbursed through an FSA cannot also be claimed for the credit. We help you coordinate both.
Do I need to pay payroll taxes for my nanny?
If you pay a household employee $2,700 or more in wages in 2025 (the threshold is indexed annually; $2,800 for 2026), you are generally required to pay Social Security and Medicare taxes on those wages. We file Schedule H and handle household employment tax requirements.
How do 529 plan withdrawals affect education credits?
You cannot claim education credits for expenses paid with 529 plan withdrawals in the same year. We coordinate which expenses to pay with 529 funds versus claiming credits like the American Opportunity Credit for the best overall result.
Your Family's Return, Prepared Right
Don't leave family tax credits on the table. We ensure you receive every benefit you qualify for.