The following services are offered year-round.

tax return preparation amendments helping parents rental real estate tax consultations tax projections helping new businesses assistance with intake

Meeting with three people reviewing documents and working on laptops at a wooden table.

TAX RETURN PREPARATION - CURRENT YEARS, PRIOR YEARS, & AMENDMENTS

  • States that need to be filed.

  • Extensions.

  • Filing Status discussion.

  • Evaluating dependents.

  • Estimates.

  • Educational component, if needed.

SOLE PROPRIETORS

  • Understanding home office, meals, travel and car use.

  • Paying estimates.

  • What can be expensed.

  • How to track expenses.

  • Good business practices.

  • Who is self-employed.

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Man in black shirt having a virtual meeting on a laptop at a wooden desk, with notebooks, a phone, and a water bottle, in a well-lit room with windows and potted plants.

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.

A wooden desk with a laptop, a tablet, a pair of glasses, a cup of black coffee, a journal with handwritten notes, a pen, a small stack of books, and three printed photographs of nature scenes

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.

Top-down view of a person's workspace with a computer monitor, scattered papers with handwritten notes and sketches, colorful highlighters and pens, an iPhone, and a white mouse on a wooden desk.

ASSISTANCE WITH INTAKE 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.

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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.

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RENTAL REAL ESTATE

  • Short term or long term situations.

  • Compliance with state tax reporting.

  • Discussion of concepts of safe harbor, depreciation, material participation and other tax definitions that will affect how you report your property’s activity including the schedule used and ability to report loss.

  • Pre-purchase evaluation of tax profitability.