Overlooked Deductions

A practical list to spark ideas. We’ll confirm eligibility based on your situation.

Individuals

  • State/local taxes paid (limits apply)
  • Mortgage interest & points (with Form 1098)
  • Charitable gifts (cash & non-cash with receipts)
  • HSA contributions and certain medical expenses
  • Educator expenses and tuition (Form 1098-T)
  • Retirement contributions (IRA; phase-outs may apply)

Small businesses

  • Home office (exclusive/regular use; method options)
  • Business mileage or actual vehicle expenses
  • Start-up and organizational costs
  • Software, subscriptions, and small tools
  • Merchant fees and payment processing costs
  • Depreciation/bonus for equipment (facts matter)

This list is informational, not tax advice. Deductibility depends on your facts and current law.