Individual Compliance
It’s okay. Life changes often, and tax law changes even more often.
Real Estate Owners (Rental/Residence)
Are you buying, renting, exchanging, or selling residential real estate property? Let’s collaborate and run an analysis to determine the tax effects of your transaction.
Employees With Stock Options
Are you exercising stock options and don’t know whether to hold or sell? Let’s build a proforma return and set three scenarios to help decide how many options to exercise and what tax liabilities you can expect.
Employees
Do your paycheck withholdings match your money style? Let’s review your withholdings together to ensure that they meet your needs and financial lifestyle.
Tax Planning
Should you be pre-paying your taxes quarterly with estimates? Let’s perform some tax planning and weigh your options.
Retirees
What are the tax implications of a retirement rollover or distribution? Let’s discuss your current needs and determine whether will you have enough left after taxes to achieve your goals.
Approach
I accommodate busy lifestyles by being respectful of your time. I am available by phone / email / VC to allow for connection without requiring a commute to my office and taking you away from home or work where the tax information I need is located.
Contact me to schedule your individual tax conversation, email is preferred: [email protected] or 510.985.9829.
Pricing:
Individual with Schedule C or Schedule E
Individual with Schedule C or Schedule E
PLATINUM | GOLD | SILVER | |
---|---|---|---|
PRICES: | |||
Monthly Fee (Custom Quoted) Starts At: | $190 | $125 | $95 |
One-Time Onboarding Fee (Custom Quoted) Starts At: ? | Varies | Varies | Varies |
Annual Pre-payment Discount | 5% | 5% | |
COMPETITIVE ADVANTAGES | tba | tba | tba |
YEAR ROUND SERVICES: | |||
Frequency Of Tax Strategies/Estimates | Any Time/Unlimited Concierge | Quarterly | |
Year End Tax Planning Guide | |||
Pickup/Delivery Service | |||
Planning Meetings with Your Financial & Estate Team | |||
Mid-Year Tax Projection - Tax planning. Scheduled at your request between May 1st and December 15th, 2018. | |||
TAX PREPARATION: | |||
Federal and applicable State income tax returns | |||
24/7 Cloud to Gather, Organize, and Sign Tax Docs | |||
Hard copy of tax checklist and tax returns. | $50 | ||
Extension filing – It may be necessary to file an extension if all materials are not received before March 1, 2021 | $300 | $300 | |
Provide additional PDF tax return copies to banks, financial planners, etc. as requested (written authorization required). | $100 | ||
COMMUNICATION: | |||
Video and ScreenCast Communication | |||
Prioritized Communication System | |||
Unlimited Support | Phone & EMail Only | EMail Only | |
Meetings w/Louise | Any Time, Scheduled in Advance | Annual Web Meeting | |
VIP Emergency Access to Louise | |||
IRS or STATE TAX COMMUNICATIONS: | |||
IRS or State Notice Response | |||
IRS or State Audit Representations | |||
Amended Returns & Backwork | Quoted in Implementation Fee | Quoted | Quoted |
Price may vary based on size/complexity of your return, all of which will be assessed, discussed and mutually agreed.
Hours
February 15th- April 15th
Monday-Thursday 9:00am-4pm
April 16th-February 14th
By Appointment Only
Tuesdays & Thursdays 9:00am-4:00pm
Address
2504 Santa Clara Avenue, Suite 5
Alameda, CA 94501
Phone: 510.985.9TAX (9829)
Fax: 510.439.2TAX (2829)
EMail: [email protected]