Videos
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Review 2020 taxes for things I may have missed.
Write down all the credits and deductions that I qualify for.
Align personal financial goals with the tax implications.
Slides
Resources/ Links
Information About Form 1040 (Federal Tax Form)
Information About California Tax Forms
Definition of Adjusted Gross Income
Adjustments to Income – Schedule 1 (2021 Draft Version)
2021 Federal Tax Bracket and other thresholds (including Standard Deduction Rates, Earned
Income Tax Limits, etc)