Marriage, Divorce & Family

“Now that I have a new baby, what tax credits may I qualify for?”

Life eventQuick Question · 30 min · $95

A new baby can change several parts of a tax return, and the possible credits often depend on the child’s age, relationship to the taxpayer, and where the child lived during the year. In many cases, the child’s Social Security number, household income, and whether there are dependent care expenses can also affect what shows up. Some families may see changes tied to child-related credits, dependent care benefits, or filing status, while others may find that the main impact is through withholding and overall refund timing. The details usually vary with custody, support, and who claims the child. A targeted review with a CPA can turn the uncertainty into a clear next step.

In your 30-minute session, the KGOB advisor handling it will:

Read your exact situation and tell you, in plain English, what’s actually going on.
Lay out your options and the trade-offs — no jargon, no judgment.
Give you a clear next step you can act on, whether that’s with us or on your own.