Life is complicated.
Preparing your tax return shouldn’t be.
I specialize in personal returns.
ENTREPRENEUR/SIDE HUSTLER
At the idea phase, launching a business, or already managing a successful company? We can discuss what tax items are relevant so you can make decisions and get back to business.
RENTAL REAL ESTATE
VRBO, HomeAway, Airbnb, traditional rentals . . . owning an income producing property is great. We can assist by creating a personalized template of what items should be tracked and bringing to your attention what items are important at tax time.
SELF-EMPLOYED
A tax preparer is a great asset for a person who is self employed. The decisions you make have a tax impact and we can consult with you to determine what choices you make and the tax impact.
YOUR PARENTS NEED HELP
You may need to assist your parents with their tax returns. This situation requires specific forms and special considerations. Working with you, your parents, and other professionals, we can help make the process clear, streamlined, and easier for everyone to manage.
RETIRED
Distributions, investments, social security, health care, gifting, and charitable contributions are all significant considerations for retirees. Tax planning is crucial. We will work together to consider your goals and to prepare for tax time and the years to come.
WORKING PARENTS
All at once, you may be working, saving, spending, moving, buying and planning for today and the future. Looking at today and your goals, we can see what may be tax advantageous for your plans.
STOCK OWNERS
Tax treatment of stock options can be complex and determining how and when you to exercise and sell your stocks is dependent on your situation. We can look at all forms of compensation, prepare projections, and consider your alternatives.