T and D are registered domestic partners who adopted two foster children. T earns $300,000 annually as an employee. D is a nurse and earns $80,000 annually. Our office reviewed their tax returns and applied the RDP Advantage™ and the Adoption Tax Credit (ATC) to four years’ worth of returns. T and D received a net refund, before accrued interest, of over $74,000.

Breakdown of T & D’s Refund:

  1. Their tax status changed, resulting in a refund of $49,000 (over four years);
  2. The application of the RDP Advantage™ reduced each taxpayer’s income below the adoption credit threshold resulting in an additional $25,000 in refunds from two foster care adoptions.
  3. Net refund (before accrued interest) of more than $74,000.

M and D are registered domestic partners who adopted two children in 2010. M earns $250,000 annually and D is a stay at home parent. The couple had been told they were not entitled to a refund from the IRS. They were referred to our office to see if the RDP Advantage™ could help them get a refund.

Breakdown of M & D’s Refund:

  1. Their tax status changed, resulting in an immediate refund of $5,000;
    The applied tax rates resulted in an additional $30,000 refund (over two years);
  2. The application of the RDP Advantage™ reduced each taxpayer’s income below the adoption credit threshold resulting in an additional $25,000 in refunds;
  3. Net refund (before accrued interest) of more than $60,000.

Disclaimer: Case studies are provided for illustrative purposes only. Your actual results may vary. Please call us for more information.