š” Tax Tip: Donāt Leave Money on the Table!
- Christina Nguyen
- Feb 26
- 2 min read
Taxes can be complicated, and even small mistakes can cost you thousands of dollars.
Recently, a client came to me after filing his own tax return without a checklist. While reviewing his return, I discovered a major errorāhe had completely missed claiming his mortgage interest deduction.

The result?Ā He overpaid his taxes by $2,000. š±
Luckily, we were able to correct the mistake, and he ended up getting that money backĀ in a refund. But imagine how many others miss out on tax savingsĀ simply because they donāt have a clear system in place!
š The Lesson: Always Use a Tax Preparation Checklist
Filing your taxes without a checklist is like packing for a trip without a listāyouāre almost guaranteed to forget something important. Donāt take chances with your hard-earned money!
š” Quick Tip: Maximize Your Deductions
To ensure you donāt overpay on taxes, follow these simple steps:
āļø Review your tax return carefullyĀ before submitting.
āļø Keep track of all eligible deductions, including mortgage interest, caregiver wages, home modifications, and utilities.
āļø Use a checklistĀ to make sure youāre not missing anything important.
š„ Get Your Free AFH Tax Preparation Checklist!
The easiest way to avoid costly mistakes? Use my free checklistĀ designed specifically for Adult Foster Home (AFH) owners!
With this checklist, youāll:
ā Know exactlyĀ what documents you need for tax filing.
ā Ensure every deductionĀ is accounted for.
ā Avoid common tax mistakesĀ that could cost you thousands.
š¬ Need help with your taxes? Letās chat!
Make sure every dollar youāre entitled to stays in your pocketĀ this tax season! š°
Comentarios