4,000+
tax returns filed for clients
tax returns filed for clients
years of experience
Select a service to see what it covers.
Bookkeeping, financial statements, and year-end preparation so your records are ready when tax season starts.
Independent review of your financial records, with clear findings you can act on.
Preparation and filing of gift tax returns, including help working out whether a gift needs to be reported.
Preparation and filing of tax returns for trusts, so trustees meet their filing duties.
People who want their personal tax return filed accurately and on time, and who want a clear answer when they have a question.
Anyone who has made a large gift and needs to know whether a gift tax return is required, and how to file it.
Trustees who are responsible for a trust’s tax filings and want them handled correctly.
Owners who need dependable accounting and an independent review of their records.
Bring last year’s tax return, your income documents (such as W-2s and 1099s), and any notices you have received from the IRS. We will tell you what else is needed once we know your situation.
It depends on how complex your finances are. A simple personal return is quick, while trust and gift returns take longer. We give you a timeline after the first consultation.
Generally, yes, if you gave one person more than the annual exclusion set by the IRS in a year. Some gifts must be reported even when no tax is due. Book a consultation and we will check your case.
Many trusts do, especially when they earn income. The rules depend on the type of trust and how much it earns. We can confirm what applies to yours.
Don’t ignore it, since notices have response deadlines. Send us a copy and we will explain what it means and help you reply.
Tell us what you need and we will reply to set up a time to talk.