Preparador de impuestos, discusión con nuevos clientes sobre créditos reembolsables

Good morning, thank you for contacting SS TAX services. I'm Raul, how can I help you today? Hello, Raul. My name is Jorge Rodríguez. I'd like to schedule an appointment with you to do my taxes, but I have a couple of questions first. Clear. I can answer general questions for you, can't I? Well, thank you very much. Well, look, my sister Terry and her daughter Lucy have been living with my wife and me for over a year. Lucy is 10 years old. Now, when we file our taxes, we'll be able to claim all the credits and deductions I've heard my friends talk about. My sister has medical problems and has not been able to work full time. Mr. Rodriguez, to claim your niece as a qualifying child, there are two types of tax credits available when filing if you meet the eligibility requirements. Let me explain. A nonrefundable credit can help eliminate any tax liability you may have. If there is any surplus, that portion cannot be refunded. Then there is the refundable credit. This credit can do the same things as the nonrefundable credit, but if there is a surplus or you don't have a tax liability, those amounts can be repaid by increasing your refund amount. Mm, I didn't know about both tax credits. Uh, how do I qualify for any of them? It's easier to discuss eligibility requirements in person, so let's schedule an appointment for you and your wife to come to my office to discuss the credits and see which ones you qualify for. We can also review your W2 and any other relevant information. I will also email you a questionnaire that I use with all my clients to complete before our appointment. Remember to bring your photo ID and Social Security card for yourself and anyone you may claim on your return. Okay. Yes, I can do that without any problem. Brilliant. First, I need to ask you a few additional questions about your sister and niece to gain a better understanding of any tax benefits you may be eligible for. Okay. Uh, well my wife and I have received our W2s, uh, and the 1099s for a savings account that we have with the bank. Uh, we rent, so we don't have a mortgage. Uh, so what else will you need for my niece? Uh, I'll check with my sister about her social security cards. We can bring our own. Excellent. Additionally, I will need to know your sister's income to determine if you can claim your sister or niece on your return. If possible, having your sister available during our appointment will be helpful so she can answer additional questions. This sounds more complicated than I 've heard. Why does it matter how much my sister earned? that she told me that she is not going to claim her daughter and that I can. I know my wife and I have supported them for over a year now. Sure, I understand your concern, but I need to explore the bigger picture here. My job is to prepare a correct tax return. To do this, I need to ask deep questions and document the answer. After all, you wouldn't want the IRS sending you a letter in a few months requesting that additional information, would you? Now that you put it that way, I don't want that. Okay. Discuss this with my wife and sister. Looks like I called the right person for the job. Yes, especially when it comes to refund credits, it's important to get it right the first time. I look forward to meeting you all. Have a nice day. Likewise.