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Individual Taxation

Individual Taxation

  • Self-Employment Income (Schedule C)

  • Rental Income

  • Sale of Property

  • Crypto

  • Equity Compensation (RSU, ESPP, ISO etc.)

  • Foreign Income Exclusion & Foreign Tax Credit

Tax Planning

  • Quarterly Estimates

  • Moving between states

  • Joint vs. Separate Tax Return Analysis

  • Equity Compensation Analysis

  • New home purchase 

IRS Representation

  • Filing past due (previous tax years) tax returns

  • Penalty abatement

  • Amendment of tax returns

  • IRS and State Response to Notices (CP2000, CP30, CP538 etc.)

  • Tax Transcripts Requests Assistance

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