Comprehensive review of your entire financial picture
Expertise in complex tax situations
Handling RSUs and stock options, dividends and investments, rental properties, freelance or gig income, trust and estate distributions, foreign income, cryptocurrency, royalties, and side businesses
Accurate reporting of rental property income, depreciation, and passive activities
Small Business Taxation
New business registrations and guidance on setup
Preparation of Schedule C for sole proprietors and independent contractors
Tax strategies to reduce liability and maximize deductions
Trust & Estate Taxation
Preparation of fiduciary income tax returns (Form 1041)
