If you have recently gone through any major changes this blog can help you understand what you need to do for your taxes and how it can change the outcome.


Should You Get Tax Preparation Services after Years of Doing Taxes?

21 November 2023
, Blog

Tax season is one of the most stressful times of the year. When it comes to filing taxes, some people may choose to go the DIY route, while others consider hiring a tax preparation service. If you have been doing taxes for years, you may think that you have mastered the process and don't need any outside help. But is this really the case? This blog post will help you decide whether you should hire a tax preparation service or not.
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Tax Planning Services: Minimizing Capital Gains Liabilities

30 May 2023
 Categories: , Blog

Capital gains tax, levied on the profit made from selling an asset, can pose significant liabilities for individuals and businesses. However, with strategic tax planning, it's possible to minimize these liabilities and optimize financial outcomes. Here's how tax planning services can assist in reducing capital gains tax. Understanding Capital Gains Tax Capital gains tax is charged on the profit realized from the sale of an asset like stocks, bonds, precious metals, real estate, or a business.
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Three Basic Things You Should Know About IRS Section 1031 Exchange Requirements

27 January 2023
 Categories: , Blog

Internal Revenue Service Code Section 1031 is specifically related to the deferment of capital gains tax on property dispositions. When this is done, it can free up more of your money that you can use to purchase more properties. This alone makes it a valuable tool in building wealth through real estate. However, there are rules associated with this type of property exchange. The following are a few of the basic rules associated with this.
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About Me
life changes that change your tax filing

Last year, I went through several changes in my life that changed a lot of things on my taxes. I got married in January, bought a house in February and had a baby in November, so there were a lot of changes that I wasn't sure how to handle. I decided that this was the year to work with a professional tax preparer to ensure I was going to get as much of a refund as possible. If you have recently gone through any, or all of these changes, my blog can help you understand what you need to do for your taxes and how it can change the outcome.