The Peck Group, LC
  • Comprehensive Tax Law Representation Since 1995

    We handle every aspect of tax law: preparing tax returns, representing clients during audits, resolving IRS and state tax controversies, and creating tax planning strategies for the future.

  • Problems With The IRS Or State Tax

    Our attorneys are committed to providing efficient and effective tax solutions for individuals and businesses in Georgia and nationwide.

  • Planning For The Future

    Our lawyers help individuals and businesses with all aspects of estate and tax planning. We help our clients use proactive strategies to minimize tax implications in the future

  • Changing The Balance Of Power

    Does it feel like the government has all the power? Taxpayers have rights, too. We use our knowledge of tax law to shift the balance of power and ensure that your rights are protected.

  • Tax Solutions … And Peace Of Mind

Married couples could benefit from filing separate tax returns.

If you’re like the vast majority of Americans, when you got married, you and your spouse started filing a joint tax return without giving it a second thought. While there’s nothing wrong with this, under certain circumstances, filing separately can actually earn you a bigger refund.

So how do you know which option is right for you? Today we examine some of the factors to help you make this determination:

You may want to file separately if:

  • You or your spouse has high medical expenses. In order to claim certain deductions—including medical expenses—the IRS considers your adjusted gross income (AGI). If you and your spouse file jointly, your AGI will be higher, which could make you ineligible for this deduction.
  • You or your spouse has significant miscellaneous deductions. Perhaps you’re a frequent business traveler and accrue travel-related expenses. Or maybe you’re a business owner with unreimbursed business expenses. If these expenses constitute a certain percentage of your AGI, they can lower your taxable income. You’re more likely to hit that threshold if you file separately.
  • You and your spouse earn about the same amount. If you both have similar earnings, it could be worthwhile to file separately, because filing jointly could bump you into a higher tax bracket.

Nonetheless, it’s worth noting that filing separately can disqualify you from other benefits, such as the Earned Income Credit, the Child and Dependent Care Credit and certain education benefits.

Due to all of the factors that go into determining whether it’s more advantageous to file separate or joint tax returns, the easiest solution is to have an experienced tax attorney calculate your taxes both ways in order to determine which alternative will yield the highest refund.

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The Peck Group, LC
5855 Sandy Springs Circle N.E., Suite 190
Atlanta, GA 30328

Phone: 770-884-6914
Fax: 770-933-2369
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