What happens at NakFin when you owe money.

Unfortunately, some taxpayers need to owe tax as a result of their annual filing. But they do not always receive an answer that leaves them satisfied that they got every deduction and credit they deserve. Last week we had a client with an unexpected amount due. We brought up last year’s return and this year’s return side-by-side and compared the what and how. We uncovered they she had attended a class that would qualify her for the Lifetime Learning Credit. It brought their balance down and they left feeling happy and satisfied with our service.