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With 20 years of experience as an H&R Block tax pro, WILLIAM enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, WILLIAM stays sharp with an average of 32+ hours of training per year and brings additional experience as an Enrolled Agent (EA). WILLIAM specializes in investments, rental income, charitable giving and more.
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Investment income can include buying low/selling high, stocks and bonds, and capital losses.
Rental income is taxed at standard income tax rates, but you can also deduct the costs of buying and improving a rental property.
Donations made to qualified charities can be deducted to reduce taxable income.
If a disaster loss is not reimbursed by insurance or other means, you can deduct it on your taxes.
Retirement income, pensions, and annuities can change the way you file your taxes.
This usually happens when tax payers work across state lines or have lived in multiple states in a tax year.
Clergy have dual tax status as both employees and self-employed individuals. Since a church does not withhold taxes, clergy are responsible for paying taxes as self-employed people.
This includes tax audits and notices from the IRS that say there’s an unpaid balance or issue with your return.
Work with a tax pro to build a tax strategy that fits your unique situation and financial goals.