Most area students have started back to school. Do you know what credits are available to you for your dependents in school? We’re always available to help you understand the benefits that might apply. Tax credits and deductions can be overwhelming when you don’t work with them on a regular basis, so let us guide you to avoid making decisions that could potentially cost you money related to your dependents’ education expenses.
Beyond dependent deductions and credits, we can also work with you to manage your tax return information related to savings plans related to higher education. This is especially important for self-employed taxpayers. It’s vital to make sure you and your family qualify for student loans and grants. The Family Financial Statement takes most of the information from the tax return, so filing on time and as soon as possible is recommended.
If higher education savings is among your financial goals, we recommend 529 savings plans and other college savings plans. We can help you choose a financial advisor, if needed. Call us at (913) 888-9100 if we can assist you.
