Map New Deductions
Forward a client income summary or describe the tax situation. Get eligibility analysis for all One Big Beautiful Bill Act deductions with estimated savings.
New client wants to know which of the new deductions apply. Can you map it out?
---------- Forwarded message ----------
On Wednesday, February 5, 2026, David Chen david.chen@maplewoodgroup.com wrote:
Hi Sandra,
Per your request, here is the income summary for our 2025 return. My wife and I are filing jointly.
David Chen, age 42
- Employer: Maplewood Group (W-2, non-exempt hourly)
- Base salary: $68,000
- Overtime pay: $11,200 (approx 280 overtime hours)
- No tip income
Lisa Chen, age 39
- Employer: Northbrook Bistro (W-2, server)
- Base wages: $24,500
- Reported tips: $18,700
- No overtime
Other:
- Auto loan on 2025 Kestrel EV Crossover (assembled in Tennessee): $485/month, interest portion approx $2,100/year
- No one in household over 65
We keep hearing about the new tax deductions on the news. Do any apply to us?
Thanks,
David
---------- Forwarded message ----------
On Wednesday, February 5, 2026, David Chen david.chen@maplewoodgroup.com wrote:
Hi Sandra,
Per your request, here is the income summary for our 2025 return. My wife and I are filing jointly.
David Chen, age 42
- Employer: Maplewood Group (W-2, non-exempt hourly)
- Base salary: $68,000
- Overtime pay: $11,200 (approx 280 overtime hours)
- No tip income
Lisa Chen, age 39
- Employer: Northbrook Bistro (W-2, server)
- Base wages: $24,500
- Reported tips: $18,700
- No overtime
Other:
- Auto loan on 2025 Kestrel EV Crossover (assembled in Tennessee): $485/month, interest portion approx $2,100/year
- No one in household over 65
We keep hearing about the new tax deductions on the news. Do any apply to us?
Thanks,
David
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