No one enjoys talking about taxes or trying to navigate the intricacies of tax law. Our firm is fully versed in tax planning and preparation and work with our clients to get their whole financial picture to minimize their tax liability. By leveraging technology, we serve our clients wherever they may be in the world in a safe and secure manner. Some specialty items we address for clients are:
- Stock options redemptions
- 1031 Like-Kind Exchange tax treatment
- Rental Properties and Royalty Income
- Sole Proprietor Business and Single Member LLCs
- Farms (Schedule F)
- Household Employees (Schedule H), including W-2 preparation
If you don’t see your specific situation noted, we can still probably handle it for you. Please call or email us to discuss further.