Hello,
Thanks for the case study. Unfortunately, the information you have provided is insufficient to answer all your questions. For instance, we will also need DOB of the taxpayer, whether she was a dependent of another taxpayer, residency for tax purposes (is Becky a US citizen, resident or non-resident), was she at least a half-time student, did she pay any educational expenses, and so on. You can complete a questionnaire form on our website to capture all required information.
In terms of the questions raised in the attachment. FICA taxes are correct. 7.65% of Gross Wages. No FICA refund. Rent is not a deductible personal expense, unless IRC 162 applies. Charitable contributions are deductible if paid to a IRC 501 organization. Loans - not a clue here, need more info as it depends on the loan. food and clothing - nondeductible unless IRC 162 applies (such as special clothing, uniforms, etc). professional dues are deductible, medical expenses are less than 7.5% of AGI, sales tax less than state tax, political contributions non-deductible, 3000 STCL is deductible, $500 carryforward.
The fee we propose covers one federal return including all schedules (based on the info you have provided) plus a state income tax return. If additional forms are required (based on the additional info that we need) the fee will change.
Best,
Chris