Below The Line

"Below the line..."

“…not above the line.”  This is what our founder used to tell me all the time.  It’s what she told her first clients, both families, and businesses.  You want to have items “below the line”!  The line euphemistically separates the income that you have from the tax liability that you owe.   While tax deductions are great, tax credits may even be better! Joan knew this as she explained….”What’s the difference between tax deductions and tax credits?”

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What's the difference Between Deductions and Credits?

How Credits and Deductions Work

When you claim federal tax credits and deductions on your tax return, you can change the amount of tax you owe.

  • Deductions can reduce the amount of your income before you calculate the tax you owe.
  • Credits can reduce the amount of tax you owe or increase your tax refund, and some credits may give you a refund even if you don’t owe any tax.

Deductions for Individuals & Families

Above The Line

Adjusted Gross Income AFTER deductions.

Tax liability BEFORE credits.

Below the Line

Credits for Individuals & Families

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