Our tax preparers focus on our clients’ most critical income tax issues and opportunities: personal taxes, family taxes, house cleaner, day-trading, deck builder, investing, gig-economy, rental houses, estate, education credits, married filing separately, injured spouse, and splitting dependent tax benefits between divorced parents, is a short list of typical client tax issues and opportunities that we work with.
Who we can help
1. I don't have a complicated return, just a W-2 from a job.
We can help the bread and butter taxpayer, the usual nuclear family with income from a job or jobs and kids.
2. I just clean houses. I really don't make much money doing it.
We help lots of clients, often single Moms, who clean houses because that fits into their kid’s school schedule. We can help you get your earned income credit and child tax credit.
3. What about rental houses?
Oh, now you’re talking our language. Brian and Linda also have rental houses and have figured out how to maximize deductions and depreciation because they have a vested interest in saving money. Linda rents to Section 8 tenants. Brian doesn’t.
4. My Mom died. Does someone have to do her taxes?
Tim and Brian know how you feel, both have lost their Moms. As an attorney, Tim can help with probate if you need to transfer you Parent’s house and car into your name and anything else. And, yes, even your Parents have to file taxes the year that they pass away. You may even need an estate tax return.
Having an s-corporation to save on self-employment taxes is a great plan. As long as revenue is less than $250,000, yes we can. If revenue is more, let’s spend a few minutes to see how many more forms and schedules you’ll need.
6. What about deducting my $30,000 day trading software?
You can treat day-trading as a business and deduct that $30,000 day trading software. Did you take a class at Online Trading Academy? Brian has and has experience doing taxes for day-traders.
7. My kid claimed themselves on their taxes, now I can't get the education credits. Can you believe that?
Oh yeah, We’ve seen that a few times. Your kid clicks the button that nobody can claim them and they like seeing their refund go up $300 and now they can go shopping. But, her parents lose out on a $500 dependent credit and $2,500 in education credits. We can fix that.
8. My ex claimed the kids and they weren't supposed to.
It’s not the first time, is it.
And, who we can’t
1. Payroll and retirement plans
One year I worked for a firm that had a marvelous system for doing payroll and retirement plans. Over half of the clients over-the-road truck drivers. The firm had a system in place that worked and the clients were on their own payroll and some even had retirement plans. If you have payroll and a retirement plan, I recommend seeing her, because she can do it better than we can.
When you want bookkeeping for your business, you may also be at a point where it’s beneficial to have payroll, a retirement plan, health insurance, dental insurance, etc. You may plan on selling your business one day for a profit. With this, I can point you in the direction of a C.P.A.
Oh lord no. Partners argue too much. But, I know who has the patience to do your partnership return.
4. "My girlfriend's mom said that I don't have to claim the income on this 1099-NEC."
Well, if you’re going to rely on her tax advice, why don’t you ask her to do your taxes?
5. April 15 at 5:00 pm: "I need 3 years of tax returns for my landscaping business completed. The I.R.S. deadline isn't until midnight, right?"
I’ve been here since January 2. Where have you been?
6. What if I claim my child? What if my Mom claims my child? What if my boyfriend claims my child? What if my ex claims my child? What if ...
We can discuss the scenarios, but, we aren’t going to make 5 different tax returns to compare every “what if” scenario.
You’ve Got Plenty of Reasons to
Become a Peach State Tax Client This Year
Our tax preparation focuses on our clients’ most critical issues and opportunities: different types of income, deductions, credits, depreciation, amendments, responding to I.R.S. letters, refund advance loans, and estimated tax payments.
Simple, Students, Retirees
- W-2 Income
- Social Security Income
- Retirement Income
- No business 1099-NEC or -MISC or -K
- No Dependents
- Child Tax Credit
- Other Dependent Credit
- Earned Income Credit
- Rebate Recovery Credit
- Additional Child Tax Credit
- Medical Expenses
- Home Mortgage Interest
- Real Estate Taxes
- Charitable Contributions
- State Income Taxes