Deductions: A quick guide to healthcare write offs

Once out of pocket expenditures exceed 10% of adjusted gross income you’ve got deductions! 

The importance of a Certified Senior Advisor®️

The startling results are that the “Eureka Moment” comes at the same time for the 18-24 year old group as the 65+ group. 

Client Study:  “Anne”

Part of her service request was tax preparation assistance as her taxes had not been filed and her previous CPA was no longer in business.  The home health agency referred her to Senior Checks & Balances (SCB) for guidance.