AI Tax Advisory for Professionals & Registered Nurses

Tax Planning and Tax Filing Services for 

High Income Professionals & Registered Nurses 

 

(973) 464-6987 | Mirro7@gmail.com 

Nearly 5 million Registered Nurses in the US are paying the highest marginal tax rate of 37%, with very few deductions allowed to RNs after the Trump Tax Law enacted in 2017.  The current tax law is not favorable to RNs; and the IRS and the states want as much as they can get using 7,500 lines of tax code.

Join our Affiliate Partner program; to earn $1,000 in retainer fee to start your business, earn introduction fee of $500 for each referral, and get thousands in tax refund when we plan and file your personal federal and state tax returns.

This is how it works:

• Use the "TurboTax" link provided above and calculate your estimated taxes. Then call us at (973) 464-6987 to re-calculate and estimate your taxes by using our AI based Tax Plan. If you like the results, then call or text us again for a free 15 minute phone consultation. 
• We respond within 48 hours, to discuss your AI Tax Plan and the possible refund, if any. We would then ask you to e-mail the completed Check List and send copies of W-2, 1099s, and other Tax documents.
• We will prepare your taxes and email you the "Tax Refund Analysis & Fee Agreement" before filing.
• Once we have the fee agreement, we will finish work on your tax file, text you the Turbo Tax "Audit Risk Meter" chart for your review and approval before filing the tax return on your behalf.

Minimum fee payment may be required to file your tax returns. Balance of the fee, if any, depends on the amount of the refund and is payable only after you get your refund(s) from the taxing authorities.

Check List For Tax Year 2026 (Cut, Paste and Print)

1.      Name, Social Security Numbers and Date of Birth 

You and Your Spouse_____________________________________________________________________________ 

Dependents (1)_________________________________(2)________________________________________________

2.    State ID or Driver License Number Details (Front and Back Image)

3.    For Direct Deposit / Payment

Bank Name: ______________________Account Type: Checking ____Saving_____

Routing Number ________________Bank Account No.______________________

4.    Income Information

Income: W-2 and 1099s from all employers for whom you and your spouse worked during the year.

·         Interest income - Form 1099-INT (If you have online account check your statement).  Dividend income - Form 1099-DIV,  Stocks Sales – Form 1099-B (Proceeds from the sale of stocks, bonds, etc.). 

5.    Income from State and Local Income Tax Refunds for previous year-2026

·         Form 1099-G from state or local governments if any

6.    Child Care Expense

·       Total Amount Paid, Child care provider's Name, Address, and Telephone. Provider's tax ID or Social Security.

7.      Education Expense and Student Loan Interest

·       Tuition statement - Form 1098-T.   Form 1098-E showing interest paid, or Loan statements.

8.     IRA Contributions or Withdrawals

·         Year-end account summary or bank statements.

9. Itemized Deductions:

·        Home mortgage interest form 1098,  Property Tax paid for tax year,  Home equity loan and credit card interest paid

Charity Contributions and related travel expenses

·        Self Employed and Business related Travel, Make, model and year of ownership of all automobiles. All capital purchases made during the year.

·        Expenses for uniforms, uniform care, shoes, trade equipment, subscriptions, licenses and job/business insurances.

·         Medical, Dental, Eye Care, Hearing and Preventive and self-care expenses.

·        Legal fees, Investment Advisory and Tax preparation fees paid.  Expenses for meetings, seminars, and conferences.

·         Loss of property, equipment and personal belongings (lasses, smartphones etc.). 

10. Moving Expenses

·         For year 2026, only members of Armed forces can take moving expenses.

11. Self Employed, S Corp, LLC Returns

·        Name of Business, EIN Number, Nature of Business, Income from business or 1099 MISC,  Detail expenses.       

      12. Starting a Business 

• Start up expenses: Meeting, Conferences, Seminars, Professional and Legal, Registrations, Licensing, Permits, Business Insurance, Fire Insurance, Liability Insurance. Memberships, Association and Union Dues.

• Advertising, Promotions, Branding, Website, Directory Listings, Social Media, Communications, Phones,, Internet, Answering Services.

• Travel, Tolls, Parking, Local travel, Auto Expenses and Mileage.

• Health Insurance, Masks, Sanitizers, Uniforms, Shoes, Uniforms. Rents, Home office, and Misc. Expenses.

13. Reporting Foreign Assets  🔍

You're required to file an FBAR if:

• You are a U.S. person (citizen, resident alien, or green card holder) and you have a financial interest in or signature authority over a foreign financial account. [FBAR is not part of our filing] 

14. Medical Insurance: Form 1095A required only for who insured through Obama Care