Individual Tax Preparation
Taxes stressing you out? Don't worry. We've got this.
Tax Preparation for Individuals
We prepare federal and state tax returns for individuals with complex returns.We’re experts at preparing complex multi-state tax returns that include everything from employee stock plans and rental properties to self employment income and crypto currencies.
As a modern office, we embrace technologies that allow us to
transmit information and communicate electronically. But as humans, we still welcome in office meetings. We’re more than happy to work with you remotely or face to face.
Our fees are based on the number of forms (W2, 1099, K-1, etc) submitted and their complexity. A minimum fee of $375 applies to all individual tax returns. Please contact us for an estimate.
What We’re Talking About
A RELATIVELY NEW FEATURE ON THE FINANCIAL LANDSCAPE Crypto currencies are a relatively new feature on the financial landscape. Because of their novelty, there has been a lot of speculation and, frankly, wishful thinking regarding how the IRS would treat these currency transactions. Many provisions, e.g., “wash sales” and tax lot treatment, have not yet
Thinking of Selling Your Home? Understanding the Home Gain Exclusion: One of the largest tax breaks available to most individuals is the ability to exclude up to $250,000 ($500,000 married) in capital gains on the sale of your personal residence. Making the assumption that this gain exclusion will always keep you safe from tax can
Identity theft PINs are for 2015 not 2014 If you are one of the unfortunate victims of IRS identity theft you will need a one-time PIN to file your tax return. Without this numeric identifier your 2015 tax return will be rejected. The IRS issues taxpayer victims this PIN in a written notice. What has