Tax Professionals


Tax professionals are on the front line, literally, when it comes to HSA Health Savings Accounts. It’s malpractice if you do not encourage clients to consider making an above the line 1040 tax deduction if eligible to make HSA contributions.  This is the “holy grail” of tax deductions.

Fortunately, there are both tax “preparers” and tax “planners” in this world.  Each recommend HSA’s differently, one retroactively to beat the deadline, and the other proactively to ensure maximum contributions and tax deductions.


Society of CPA’s

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