Frequently Asked Questions

Is there an age limit on claiming my child as a dependent?  

 To claim your child as your dependent, your child must meet either the qualifying child test or the qualifying relative test:  

• To meet the qualifying child test, your child must be younger than you and either younger than 19 years old or be a "student" younger than 24 years old as of the end of the calendar year. 
• There's no age limit if your child is "permanently and totally disabled" or meets the qualifying relative test.

 In addition to meeting the qualifying child or qualifying relative test, you can claim that person as a dependent only if these three tests are met:  

1. Dependent taxpayer test
2. Citizen or resident test, and
3. Joint return test 

To qualify for Head of Household filing status, do I have to claim my child as a dependent?

 Generally, to qualify for head of household filing status, you must have a qualifying child or a dependent. However, a custodial parent may be eligible to claim head of household filing status based on a child even if he or she released a claim to exemption for the child. 

In January of 1997 I started my tax preparation business, working out of my home.  I traveled to clients' homes to pick up tax documents and returned with their completed tax returns. I continued operating this way until 2010 when I purchased a shed which was set up next to my home.  I renovated it into a 2 room building which consists of my office and waiting room.  I continue to conduct business the same as always with more options for my clients to get their returns prepared that fits in to their schedule.  I offer the pick-up and delivery option, an appointment can be made for first time clients and more involved returns, or you can use my drop box option.  If you require an appointment, please call (315)754-8491. Thank you for allowing me to be of service to you.