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With 16 years of experience as an H&R Block tax pro, Charleis 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, Charleis stays sharp with an average of 32+ hours of training per year and is genuinely committed to getting you every dollar you deserve. Charleis 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.
An individual tax identification number (ITIN) helps people file taxes without a Social Security number.
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.