In tax preparation, some of the most valuable deductions are often hidden in everyday details that clients overlook or misunderstand. Freelancers, gig workers, and small business owners often miss opportunities tied to mileage, home office use, phone expenses, and other work-related costs simply because the documentation required feels overwhelming. Education-related benefits can also slip through the cracks when tuition, course fees, or learning materials directly support a client’s current profession but aren’t flagged during intake. Medical expenses are another area where deductions are often lost, especially when clients fail to realize that out-of-pocket costs for dental care, vision services, prescriptions, or specialized treatments may qualify if properly reviewed against insurance summaries and receipts. State and local tax deductions often go unnoticed, hiding in plain sight, from property tax bills to vehicle registration fees and quarterly state tax payments. Charitable giving is frequently underreported when clients overlook small cash donations or non-cash contributions, such as clothing and household goods, made throughout the year. The real advantage lies in building a consistent system that combines thoughtful interview questions, clear document checklists, and thorough review processes. When you know where to look and how to connect the dots, you help clients file accurately, maximize legitimate savings, and see you as a trusted professional who protects both their money and their peace of mind.
source: https://ultimatetax.com/blog/dont-let-your-clients-miss-out-on-these-sneaky-tax-deductions/
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