BOOK A CONSULTATION

13550 Village Park Dr Suite 245, Orlando, FL 32837

Ana@AnaEAssociates.com
407-601-3157
Ana Echeverri • December 5, 2024
Are you ready to maximize your tax refund this year?

Are you ready to maximize your tax refund this year? 🏦💰 It’s time to get money-savvy and make the most of tax season! Here are some tips to help you claim every dollar you’re entitled to:

.

1. Organize Your Documents Early

Keep track of receipts, tax forms (W-2, 1099, etc.), and deductions throughout the year. A little preparation goes a long way in reducing stress and uncovering savings.

.

2. Maximize Your Deductions

Did you know that job-related expenses, medical bills, and charitable donations might qualify as deductions? Itemizing could unlock hidden savings that the standard deduction might overlook.

.

3. Don’t Forget About Tax Credits

Credits like the Earned Income Tax Credit (EITC), Child Tax Credit, and education-related credits (like the American Opportunity Credit) can significantly increase your refund. These credits often provide dollar-for-dollar savings.

.

4. Contribute to Your Retirement Account

Contributions to an IRA or 401(k) not only secure your future but also offer immediate tax benefits. Plus, some contributions might be deductible even after December 31!

.

5. File Early

Filing early reduces the chance of tax fraud and helps you receive your refund faster. Don’t procrastinate; the IRS starts processing returns in January.

.

6. Double-Check Everything

Simple mistakes like incorrect Social Security numbers or missed signatures can delay your refund. Review your return carefully before submitting it.

.

Remember, every dollar counts! A little effort now can lead to a bigger refund later.

.

Stay smart with your taxes! Reach out to us today and experience the difference of working with seasoned professionals!

.

Office #: (407) 601-3157

Off. hours: Monday through Friday, from 9 A.M. to 5 P.M.

Email address:

Ana@AnaEcheverriAssociates.com

.

Website: https://www.anaecheverriassociates.com/

.

>>> [HABLAMOS ESPAÑOL] <<<

.

#OrganizeYourTaxes #SafeTaxDocuments #TaxSeason2023 #EarlyTaxFiling #TaxRefundSeason #FinancialPlanning #TaxPreparation #IncomeTaxTips #EstimatedTax #SmallBusiness #TaxTips #SmallBusiness #TaxDeductions

Ana Echeverri

Ana Echeveri is a Certified QuickBooks ProAvisor Advanced Online
Ana Echeveri is a Certified QuickBooks ProAvisor Payroll

Certified QuickBooks ProAdvisor

Ana can help you set up and manage your QuickBooks online and on desktop. Having a streamlined chart of accounts and strategy for accounting will help you understand your company's ins and outs.

By Ana Echeverri February 13, 2024
5 Savings Tips To Maximize Your Tax Returns
By Ana Echeverri January 30, 2024
2024 tax filing season starts as IRS begins accepting tax returns today.
Show More
Share by: