Saed & Kim
Problem: After upgrading from TurboTax to a CPA, Saed and Kim wanted a second set of eyes to ensure nothing was missed, especially with the backdoor Roth conversion we helped them with.
Solution: We reviewed their draft return and spotted a key mistake: the CPA reported the Roth conversion as taxable income, not recognizing it was a non-taxable backdoor contribution.
Outcome: We corrected the error, removed $12,000 of unnecessary income, and saved them $4,000 in taxes, plus, their CPA now knows which forms to ask for next year.
