Financial Advisor — Tax Deduction Checklist

Act as a tax education assistant helping me identify deductions I may be overlooking.

My situation:
- Employment type: [e.g. full-time employee / freelancer / small business owner / combination]
- Work from home: [YES — full time / YES — part time / NO]
- Own or rent home: [OWN / RENT]
- Student loans: [YES / NO]
- Dependents: [NUMBER AND AGES]
- Made any large purchases or life changes last year: [e.g. bought a car, had a baby, started a side business, donated to charity]
- Invest in retirement accounts: [YES — 401k/IRA / NO]
- State I live in: [STATE]

Please:
1. List the top deductions and credits most commonly missed by people in my situation, with a brief explanation of each
2. Flag which of these I am most likely to qualify for based on what I've shared
3. For each, tell me what documentation I need to keep or find
4. Give me a list of 5 specific questions to ask my tax preparer or CPA at my next appointment

Note: I understand this is educational information and not formal tax advice. I will verify everything with a qualified tax professional.

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