Our services
You've been doing your own return on Turbo Tax for years, but now you decide you need a professional to help with your tax filings because things have changed. We are here to help! Whether it's all of the new tax law changes every year, or your personal situation has changed, let us take this off your plate.
Tax Preparation
The bulk of our clients are:
- W2 wage earners
- Stock options/RSUs
- Residential rental property
- Stocks & bonds with a brokerage house
- Sole proprietor with Schedule C
- Retirees
Tax Planning
Do you owe every year? Are your withholdings inefficient? We will work together to get your wage withholding figured out so you will be better prepared next tax season.
Do you need to make quarterly estimated tax payments? Let's figure out what your tax scenario will be for the current year and get you paying those estimates.
Are you planning to sell your employee stock? Are you planning to buy a home? Are you retiring this year? We love working with clients and their financial planners to plan together and see what the tax consequences are for these type of scenarios.
Tax Problems
Have you received a notice from the IRS or the state taxing agency? Upload your notice to our portal so we can review it and see what happened and address the situation. Most notices arrive because the client forgot to give us a 1099 or W2 form, and you can help prevent these issues by using your tax organizer to ensure that you've gathered all of your forms before tax prep.
Notices also arrive after tax season if you owed this year. These notices are charging you either an estimated tax penalty and/or failure to pay penalty and interest. We can avoid penalties by doing tax planning so that you don't owe each year.
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