Level Up Tax Services & Solutions

🚨 please read this 👀

Some “tax people” are adding fake 1099-Dividend income to returns to boost refunds 💰... but that’s FRAUD.

It might look good now, but when the IRS catches it, it turns into penalties, audits, and stress you don’t need 😩

I’m already helping clients amend their taxes because someone did this to them. Don’t be next!

✅ Always review your return
✅ Never sign something you don’t understand
✅ Work with a reputable tax professional who values accuracy over hype

Proper tax education is key 🔑

Protect your peace, protect your money, and file with integrity 🙏🏽

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LONG POST... BUT PLEASE READ!!!

REAL NUMBERS. REAL RETURN. REAL RECEIPTS.

Let’s analyze this step by step for the people HOLLERING “you’re not getting $2,200 per kid for CTC!”

Because I’m a back-my-stuff-up type of person, a “let me SHOW you” type of person, and a “let me BREAK IT DOWN” type of person. 🗣️💁🏽‍♀️

Here’s the EXACT breakdown from an actual scenario:

📌 Client Profile
Filing Status: Head of Household
Dependents: 4
Income: 1 W-2
Federal Taxes Withheld: $4,202
Standard Deduction (HOH): $23,625
Taxable Income: $75,630
IRS Tax on That Income: $9,813

📉 STEP 1: IRS Calculates the Tax First

Before ANY credits, the IRS says:
👉 “You owe $9,813 in taxes.”
Straight from the HOH tax table.

👶 STEP 2: Apply the Child Tax Credit (2025–OBBBA UPDATE)

CTC = $2,200 per qualifying child under 17
This client has 4 kids:

➡️ 4 × $2,200 = $8,800 in Child Tax Credit
(Nonrefundable — meaning it reduces the tax you owe)

Look at the form:
Line 19 = $8,800.00 ✔️

That reduced their $9,813 tax bill down to $1,013.

🧮 STEP 3: Total Tax AFTER Credits

$9,813 (initial tax)
– $8,800 (CTC)
= $1,013 tax owed

➡️ Final Total Tax Liability: $1,013
(Line 24)

💵 STEP 4: Compare to What They Already Paid

They already paid:
$4,202 in federal withholding (Line 25a)

IRS says they only owe $1,013.

So:

$4,202 paid in
– $1,013 owed
= $3,189 REFUND
(Line 34)

🧠 THE POINT IS: YES, YOU GET THE $2,200 PER CHILD.

Is it fully refundable? No.
Does it reduce your tax liability dollar-for-dollar? YES.
Does that impact your refund? YES.
Does this example prove it? ALSO YES.

This client received:

✔️ The full $2,200 per child ($8,800 total)
✔️ Their tax dropped from $9,813 → $1,013
✔️ And because they already paid $4,202 into taxes…
➡️ They’re getting a $3,189 refund.

🗣️ FOR ANYONE SAYING “YOU’RE NOT GETTING $2,200 PER KID”…

You may not understand:
✔️Tax liability
✔️Refundability
✔️Nonrefundable credits
✔️How CTC actually works

But guess what?

📄 The numbers don’t lie.
🧾 The IRS form doesn’t lie.
💁🏽‍♀️ And I definitely don’t lie.

The Child Tax Credit DOES what it’s designed to do:

👉 Reduce your tax bill.
👉 Increase your refund when you’ve paid in.

And THIS is your proof.

📌 You can NOT file Head of Household w|NO Dependents

📌 If you’re married you should NOT be filing Head of Household - Married Filing Jointly or Married Filing Separately

📌 Stop bouncing from TAX PREPARER to TAX PREPARER , inconsistency can trigger audits

📌 A lot of times Audits are RANDOM & can happen to anyone , if you receive an audit your tax preparer should be able to help you through it

📌 If you know you can’t PROVE it , then you should NOT be filling it

And lastly stop going to these tax preparers getting (& asking for) these “BIG” refunds & then when you’re audited or penalized you’re acting like yall didn’t know what was going on , you might not have known exactly what they did but yall knew they did something 💯 I promise you a couple extra thousand dollars will cost you TRIPLE that before you know it & starting January everything I amend STARTS at $600 upfront & increases depending on complexity

Quick Tax Tips

💡 Tax Tip #1: Don’t sleep on receipts! Everyday expenses like mileage, supplies, and even part of your phone bill could be deductible if you’re running a business.

💡 Tax Tip #2: Parents — the Child Tax Credit is your best friend. It can reduce your tax bill dollar-for-dollar (not just your income). That’s real money back in your pocket.

💡 Tax Tip #3: Side hustlers — did you know you can deduct start-up costs, marketing, and even a portion of your home if you work from it?

💡 Tax Tip #4: Filing early doesn’t just bring peace of mind, it helps you avoid refund delays and reduces the risk of tax fraud.

💡 Tax Tip #5: Good credit = better opportunities. Cleaning up your credit can also make tax planning easier when you’re looking to buy a home or start a business.

https://www.irs.gov/payments/online-payment-agreement-application?fbclid=IwdGRjcAOdxu9leHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEeiFxlM5u04WNv3oyFsdzmzvQtO5Q2-cqzA5NmWXEpPV_On8jZLI0DxiqryJg_aem_jbB3uNJMO9wzgiQrU-y2gg

Online payment agreement application | Internal Revenue Service The IRS Online Payment Agreement system lets you apply and receive approval for a payment plan to pay off your balance over time.

🚨 REFERRAL AGENTS WANTED 🚨

Paying $100 per referral—and there’s NO LIMIT on how many you can bring in.

💰 Every referral = $100 in your pocket.

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💰 Simple. Straightforward. Easy money

💰 Who Can You Refer?
• W-2 workers
• Self-employed
• 1099 contractors
• Small business owners
• Anyone needing a fast, professional tax prep
services

If you know someone who needs my services, send them my way and secure your bag.

👉🏽 Comment “REFERRAL” below, DM or TEXT “AFFILLIATE” for more info!

🚨 IRS Refund Update 🚨

The IRS is ending paper refund checks starting September 30, 2025.

👉🏽From now on, refunds will be sent by direct deposit, prepaid card, or digital wallet — no more waiting on the mail.
👉🏽Direct deposits can hit in 21 days or less, paper checks took 6+ weeks.
👉🏽If you don’t have a bank account, the IRS will offer prepaid card or digital wallet options.

✅ Make sure your bank info is up to date when you file.
✅ If you don’t have an account, set one up now or look into prepaid options.

Don’t get caught slipping — get ready so your money comes on time.

🚨 Owe the IRS? Facing a Tax Levy? 🚨
If the IRS is garnishing your paycheck, freezing your bank account, or sending scary letters… you’re not alone — and you DO have options.
✅ We help taxpayers remove levies FAST (sometimes within days).
✅ We negotiate directly with the IRS so you don’t have to.
✅ We build custom plans — whether it’s a payment plan, hardship status, Offer in Compromise, or penalty reduction, we tailor a plan that fits your situation and protects your income.”
💼 Don’t let the IRS take control of your income. Take control back.
👉 Free Consultation Available Now – Let’s stop the bleeding, protect your paycheck, and give you back peace of mind.
📞 Call us today or DM for details — relief starts with one step.

The top of the w4 is self explanatory.

Where many are messing up is the filing status.

Head of household does not apply if you don’t have children or dependents. You should be filing single.

Most think because they pay all their bills and rent they are considered HOH and that’s false!

If you are on low income rent you should be filing single! Not HOH

Step 2 check the box if any of those situations apply.

Step 3 If your dependents are under 17 and input that number is the first box and multiply it. 17 and older those dependents go into other dependent box and you add both up and put the total on the line.

Step 4 include all other income that doesn’t withhold taxes on 4a (retirement, social security, disability, self employment on 1099) ** these just SOME examples

4b leave blank

4c if you want extra withholdings taken out especially when you do tax exempt this needs to happen to play catch up for the tax trouble you will be in.

Sign it and turn it in. I hope this helps.

If you not keeping track of your finances now is the time

Is your tax office in compliance? Do you have standard operating documentation needed to run a tax company? Do you have your

Standard Operating Procedure (SOP)

How to Handle IRS Audits & Notices (Clients)

Code of Conduct for In Office tax preparers

Code of Conduct for Virtual Tax Preparers

Client File Compliance & Record-Keeping Policy

Your tax office Wisp plan

How your tax office handles Complaints

Are your prices visible or listed virtually

If not GET WITH ME!! We have a compliance package for any of your tax operational needs!!!