Accessible Finance

Accessible Finance Episode 37: What Expenses Should I Track for the Current Tax Year??


Listen Later

What expenses should you be tracking throughout the year for state and federal tax purposes?


Child and dependent care credit 

  • Before and after care expenses

  • Pre-school education **below kindergarten**

  • Transportation costs to and from place of care

  • Disabled care

  • Home care like a nanny or in home care aid - family members are eligible to be paid for care as long as you are not also claiming them as a dependent because you provide over one half of their care

  • If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at [email protected].  We will anonymize your personal information.  Thanks!


    If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to [email protected] or visit us on our website at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equilibriumfp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.


    If you are interested in a free, personalized assessment of your financial situation, please head here:

    ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://equilibriumfp.com/free-assessment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


    If you would like to reach out via phone for a complimentary 15-minute discussion, please call 504-229-2494.

    ...more
    View all episodesView all episodes
    Download on the App Store

    Accessible FinanceBy Eric Johns CFP®, EA, MBA