For over 30 years, I’ve sat across from thousands of hardworking people and business owners who did everything right — and still left money on the table.

Not because they weren’t paying attention, but because they were given the wrong information. Between tax advice on social media and outdated tips passed down from family and friends, misinformation is everywhere. And it doesn’t just cost people the deductions they deserve — it can create real problems with the IRS.

That’s why I created this checklist: 12 deductions and credits I see missed time and time again, explained in plain English.

My goal has always been simple — help you make informed decisions, stay compliant, and keep more of what you’ve earned. So download it, read it, and bring it to your appointment. And if you have questions, I’m here to help.