Tax Credits Guide

Maximize tax credits including education credits, healthcare premium tax credit, and small business health care credit.

Tax Credits Resources

Tax credits provide dollar-for-dollar reductions in your tax liability. Learn about available credits and how to claim them.

Education Credits

Education Tax Benefits

2026

American Opportunity Credit (up to $2,500), Lifetime Learning Credit (up to $2,000), student loan interest deduction, qualified education expenses, and income phaseouts.

Business Credits

Small Business Health Care Tax Credit

2026

Credit for small employers providing health insurance coverage, SHOP marketplace requirements, and employee eligibility.

Prior Year Resources (2025)

These guides reflect 2025 rules and limits. Refer to the 2026 versions above for current information.

Education Tax Credits & Deductions

2025

American Opportunity Credit (up to $2,500), Lifetime Learning Credit (up to $2,000), student loan interest deduction, qualified education expenses, and income phaseouts.

Small Business Health Care Credit

2025

Credit for small employers providing health insurance coverage, SHOP marketplace requirements, and employee eligibility.

Energy & Vehicle Tax Credits

2025

Residential clean energy credits (solar, geothermal), energy-efficient home improvement credits (windows, insulation, HVAC), and electric vehicle credits. Includes income limitations and phaseouts.

Premium Tax Credit & Healthcare Subsidy

2025

Healthcare marketplace subsidies, federal poverty level calculations, reconciling advance premium tax credits on Form 8962, and excess repayment limitations.


Maximize Your Credits

Contact us to ensure you’re claiming all available tax credits.

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