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Margie 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, Margie stays sharp with an average of 32+ hours of training per year and is genuinely committed to getting you every dollar you deserve. Margie specializes in audits or irs/state notices, multi-state income, block advisors small business certified and more.
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This includes tax audits and notices from the IRS that say there’s an unpaid balance or issue with your return.
This usually happens when tax payers work across state lines or have lived in multiple states in a tax year.
Proprietorships, C corps, and S corps all file yearly taxes, but the forms used to file depend on the way the business is set up.
Investment income can include buying low/selling high, stocks and bonds, and capital losses.
Donations made to qualified charities can be deducted to reduce taxable income.
An individual tax identification number (ITIN) helps people file taxes without a Social Security number.
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.
Members of the U.S. Armed Forces have special tax situations and benefits based on things like disability status and combat service.