It’s That Time of the Year – Income Taxes! for You and Your Clients

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It’s That Time of the Year – Income Taxes! for You and Your Clients

Nothing thought provoking or brain-straining in this week’s post. Instead you may want to bookmark it (favorite it) and come back to it when it’s time to do your taxes, or print it or send a link to clients and former clients to help them with theirs… Yes – it’s time to look at preparing our income tax statements for Uncle Sam (or even Justin Trudeau!) How does our paid work affect our taxes or our clients’? Income Tax Information for You APHA offers quite a bit of support and help for you to help you not only stay organized throughout the year, but to prepare your income taxes, too.  Hopefully you saved all your receipts and maybe made some notes along the way last year.  And – don’t forget those quarterly payments and 1099s!  See what can help you here: Easy Preparation for Federal Income Taxes Income Tax Basics: What You Need to Know about Income Taxes, Independent Contractors, and the IRS (podcast)  Do You Need a Taxpayer ID (EIN)? APHA Receipts for Your Income Tax Filing Income Tax Information for Your Clients and Former Clients Believe it or not, this is where we turn the financial side of medical payments and deductions into a marketing opportunity. What clients want to know is whether or not payments they make to their patient advocate are health-related tax deductions. Is it legal to deduct whatever they paid you to help lower their taxes? Still today (early 2017) there is no definitive answer to that question. The IRS that will eventually make that call, but until the IRS actually audits someone’s taxes and a decision is made specifically about the deductibility of advocacy expenses, we can make only an educated guess. And that we have – many educated, informed guesses. We’ve had not only an IRS representative, but also a handful of accountants tell us that yes, clients should at least try to deduct their advocacy expenses. There is enough evidence that those expenses will be officially IRS-ruled deductible to give it a try. My usual disclaimer: I am not an accountant.…

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