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Advisory › Foundational packages › Standard — Individual Return

Standard — Individual Return

A return with further schedules fanned behind it, a piggy bank, a savings jar and a rising bar chart

The full foundation for an individual return.

Basics of Tax Efficiency

  • How income taxes are calculated
  • Capital gains tax on investments
  • State taxes
  • Tax efficiency options

Income Sources

  • Ordinary vs capital
  • Passive vs active
  • Self-employed vs non-self-employed
  • Capital loss harvesting

Tax-Privileged Accounts

  • Retirement accounts
  • Health savings accounts
  • Education savings plans

Deductions and Credits

  • Standard and itemized deductions
  • Tax credits

Preparing for Tax Season

  • Tax deadlines and paying taxes
  • Preparing for tax season
  • Year-end planning and expectations
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