plan for deductions and credits on blue

plan deductions credits tax return filing income refund expenses documentation compliance withholding taxpayer strategy optimization financial planning liability irs allowances adjustments itemized standard exemptions contributions retirement 401k ira hsa mortgage interest medical education tuition student loan dependent child care earned credit nonrefundable refundable charitable donations energy efficient property loss gains capital schedule form audit eligibility legal professional advisor accuracy review recordkeeping taxable qualified savings rebate support verification