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šŸ’” Tax Tip: Don’t Leave Money on the Table!

  • Writer: Christina Nguyen
    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 error—he had completely missed claiming his mortgage interest deduction.


The result? He overpaid his taxes by $2,000. 😱

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 don’t have a clear system in place!


šŸ“‹ The Lesson: Always Use a Tax Preparation Checklist

Filing your taxes without a checklist is like packing for a trip without a list—you’re almost guaranteed to forget something important. Don’t take chances with your hard-earned money!


šŸ’” Quick Tip: Maximize Your Deductions

To ensure you don’t overpay on taxes, follow these simple steps:

āœ”ļø Review your tax return carefullyĀ before submitting.

āœ”ļø Keep track of all eligible deductions, including mortgage interest, caregiver wages, home modifications, and utilities.

āœ”ļø Use a checklistĀ to make sure you’re not missing anything important.


šŸ“„ 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, you’ll:

āœ… Know exactlyĀ what documents you need for tax filing.

āœ… Ensure every deductionĀ is accounted for.

āœ… Avoid common tax mistakesĀ that could cost you thousands.


šŸ’¬ Need help with your taxes? Let’s chat!


Make sure every dollar you’re entitled to stays in your pocketĀ this tax season! šŸ’°

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