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Your Financial Story Is One of a Kind

No two financial situations are the same. Our Deduction Finder is designed to help you organize your tax information efficiently while allowing us to identify every deduction and credit available to you.

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​​​​Printable Deduction Finder & Engagement Letter 2025 tax year 

​​​​​(This document is in PDF format. You will need Adobe® Reader® to view the file.)

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*If you are a Daycare Provider, Airline Professional, Truck Driver, or Realtor, please contact our office directly for a specialized deduction finder tailored to your profession.

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Once completed, simply email, mail, or fax the applicable worksheets to our office. These tools help ensure nothing is overlooked—and that you receive the maximum tax benefit allowed.

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Questions? We’re here to help.

Feel free to contact us at

(770) 615-2970

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