INDIVIDUAL TAX PREPARATION – $550+
Preparing your own taxes can be time consuming, a pain and sometimes more trouble than its worth. If you feel comfortable navigating through software, answering questions that you are not positive of the answer or spending hours looking up advice on the internet by all means you should continue to do your own tax returns.
If you feel like you need help, do not want to spend the time to prepare or have a complicated tax situation (ie. own your own business, itemized deductions, a major life event, stock sales, employee stock purchase plans, rental properties, etc.) then maybe its time to discuss your situation with someone who actually enjoys it. With thousands of returns prepared over the years, my expertise lies in the fact that I understand the tax code used by the Internal Revenue Service and can easily translate the information to you and your personal situation. We can work together to ensure that you are paying the least amount in taxes each year and in the future.
I do understand that cost may influence your decision! Working with a professional will take the stress and hassle of filing your own taxes off of your shoulders and will be more of a convenience than you realize.
PERSONAL TAX DEDUCTIONS THAT YOU ARE ELIGIBLE FOR
PAY THE LEAST AMOUNT OF TAXES FOR YOUR PERSONAL SITUATION
SMALL BUSINESS TAX PREPARATION – $750+
Are you a small business (LLC, Partnership, C-Corporation or S-Corporation) or a Self-Employed Individual (Sole Proprietor or Single-Member LLC) who need tax preparation specifically for your business? If you are stressed about your business finances and/or yearly tax preparation when you should really be focusing on what really motives you – your business – maybe it’s time to have someone help you focus and get on the right track.
Keep in mind that the fees for hiring a professional are allowed as a deduction on your return in the year that you pay those fees. It’s a business deduction that you cannot afford to pass up!
BUSINESS TAX DEDUCTIONS THAT YOU ARE ELIGIBLE FOR
UNDERSTAND YOUR FINANCIAL STATEMENTS
ESTATE & TRUST TAX PREPARATION – $950+
If you find yourself in the role of trustee or executor during a stressful event like the passing of a loved one, you will be looking for a professional who can walk you through the process. In addition to a great attorney, you will be looking for tax preparer to help with the returns required for income tax purposes and used to record a decedent’s estate or living trust after their death.
An estate typically earns income from investments prior to their transfer to the beneficiaries. Income earned prior to death would be reported on the decedent’s final individual tax return, but anything earned after would be included on their estate return until transfer. Any income earned after the transfer to the beneficiary would be taxed on the beneficiary’s individual income tax return.
In most cases, a trust return can be either simple or complex. Trust are set up for specific purposes by an attorney (ie. Revocable, Irrevocable, Charitable, Special-Needs, Asset Protection, etc.) and income earned from the trust is distributed (or not) to the beneficiaries each year based on the type of trust.
It can be challenging to know exactly how to handle each of these returns and we are happy to help you through the tax process and give you the peace of mind you need while handling the affairs of the estate or trust.