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How to maximize your tax refund
Ways to maximize your tax refund (IRS & state)
Updated for the 2025 tax year.
1) Make sure your income documents are complete
- W-2 wages and withholding
- 1099s (NEC, K, INT, DIV, etc.)
- Any unemployment or other income statements
2) Don’t miss the big credits
- Earned Income Credit (EIC) for qualifying households
- Child Tax Credit (CTC) for qualifying children
- Child & Dependent Care credit if you paid for child care
- Education credits if you paid qualified tuition
3) If you’re self-employed, track profit and expenses
A clean bookkeeping summary helps you claim legitimate business expenses and avoid overpaying tax. If you’re not sure what counts, we can help organize it.
4) Use the estimator, then let a pro confirm
The fastest way to start is to run a quick estimate. If you like what you see, share it and we’ll review your situation and help you file accurately.
Actual results may vary.
Quick FAQ
Does a bigger refund mean I did “better”? Not always. A refund often means you had more withheld during the year. A pro can help balance your withholding so you avoid surprises.
When will I get my refund? Timing depends on your filing method, any verification holds, and whether credits like EITC/CTC apply. If you’re not sure what’s slowing things down, we can help.
Want a clear starting point? Use our estimator, then book a quick appointment to confirm details and file accurately.