Tax Preparation for Growing Families
Maximize your Child Tax Credit, education savings, and family-friendly deductions. We ensure your family keeps more of what you earn.
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 ensure your filing status maximizes your refund.
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 ($2,000/child)
- Head of Household Status
- Education Credits (AOC/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 ensure you receive the full Child Tax Credit ($2,000 per child) and Additional Child Tax Credit, even if you owe little or no tax.
Dependent Care FSA Strategy
Maximize your dependent care FSA while coordinating with the Child and Dependent Care Credit for optimal tax savings.
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 maximize the EIC for working families, ensuring you receive this refundable credit worth up to $7,830 depending on your income and 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 (CTC) is worth up to $2,000 per child under 17. The Additional Child Tax Credit (ACTC) is refundable if your CTC 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 maximize this benefit.
Can I claim both Dependent Care FSA and the Child and Dependent Care Credit?
Yes, but with coordination limits. Your total dependent care benefits from FSA cannot exceed $5,000 ($2,500 if married filing separately), and any amount reimbursed through FSA cannot be claimed for the credit. We optimize both for maximum benefit.
Do I need to pay payroll taxes for my nanny?
If you pay a household employee $2,600 or more in 2024, you are required to withhold and pay Social Security and Medicare taxes. We file Schedule H and handle all 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 strategically coordinate which expenses to pay with 529 funds versus claiming credits like the American Opportunity Credit to maximize your total tax benefit.
Maximize Your Family's Refund
Don't leave family tax credits on the table. We ensure you receive every benefit you qualify for.