Services offered year-round.
TAX RETURN PREPARATION - CURRENT YEARS, PRIOR YEARS, & AMENDMENTS
Rates will reflect:
Number of states that need to be filed
Extensions
Filing Status
Number of dependents
Number of schedules required
If estimates required.
Any educational component needed
TAX CONSULTATION
An explanation of relevant tax concepts.
Review of good practices.
A template will be generated that includes the items that should be tracked.
A detailed list of next steps.
Referrals to other professionals that may be needed to complete your goals.
TAX PROJECTION
A tax projection based on the change in circumstances.
Discussion of the situation.
Review of alternatives.
A document showing the projected tax consequences.
NEW TO TAX RETURN PREPARATION CONSULT
Overview of tax preparation.
Review of prior year return.
Review of informative documents such as business sale or divorce agreement.
An explanation of documents and information required.
Direction as how to obtain tax information required.
DIVORCE WORK INCLUDING DIVISION OF ASSETS TAX CONSEQUENCES AND PROJECTED TAX LIABILITIES
Chart detailing the tax consequences of alternative divisions of assets, income, and debts.
Input for the wording and arrangement of tax related items such as dependents and alimony in the divorce or separation agreement.
Projections of the tax liabilities of a separate return and, if appropriate, different dependency situations.
WORKING WITH CLIENTS WHOSE PARENTS NEED ASSISTANCE
List and explanation of the paperwork necessary for you to become an alternate point of contact for your parent(s) returns with tax authorities.
Explanation of the levels of involvement available.
Future planning about what action may be needed in the future.