Individuals

Perhaps you’ve been doing your own taxes with preparation software, but now things have grown just a little too complicated. Maybe you were granted stock options, or you’re considering buying or selling a home. Or you retired and you’re unsure about your tax liability in the event you take a distribution.

It’s okay. Life changes often, and tax law changes even more often.

If you have complex personal transactions, we will explore the tax impact together, so you can make the best decision for your situation. 

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: louise@lfcochrane.com or 510.985.9829.

Pricing: Tax Compliance for Individuals

(*) The Gold Service Package includes either a “Tax Appointment” before your returns are prepared, or a “Post Tax Return Consult Meeting”, your choice.  We recommend the post tax return consult meeting because it allows us to review the results of your tax return with you and help you plan to minimize taxes in the coming year.
 PLATINUMGOLD SILVER
DURING TAX SEASON:
Accurate, detailed preparation of your federal and applicable state income tax returns & Post-completion phone call with your preparer.
Hard copy of tax organizer and tax returns.PDF only
Prompt return of phone calls and emails.24 hours48 hours72 hours
Tax Appointment – Meet before/ after the preparation of your tax returns.
*
Extension filing – It may be necessary to file an extension if all materials are not received by March 8, 2018.
$ 75$ 75
Provide additional PDF tax return copies to banks, financial planners, etc. as requested (written authorization required).

$ 25

* The Gold Service Package includes either a “Tax Appointment” before your returns are prepared, or a “Post Tax Return Consult Meeting”, your choice. We recommend the post tax return consult meeting because it allows us to review the results of your tax return with you and help you plan to minimize taxes in the coming year.

YEAR ROUND SUPPORT:
Consultation by phone or email - Get answers to your questions without worrying about receiving an additional bill.60 minutes30 minutes
Respond to notices from tax authorities for the tax period covered by this engagement letter. (Excludes audit representation).Up to 3 hours of service
Up to 1 hour of service
Number of Federal and State estimated tax re-calculations – Your initial estimated tax will be included in the tax return. It may be necessary to recalculate the estimated taxes later in the year.31
Due Date reminders via email for quarterly estimated taxes.
Mid-Year Tax Projection - Tax planning. Scheduled at your request between May 1st and December 15th, 2018.
Fees Starting At:


$ 1,750$ 985$ 650

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-Friday 10:30am-4pm
Saturday by Appointment Only

April 16th-February 14th

By Appointment Only
Tuesdays & Thursdays 11am-5pm

Address

2504 Santa Clara Avenue, Suite A
Alameda, CA 94501

Phone: 510.985.9TAX (9829)
Fax: 510.439.2TAX (2829)

EMail: louise@lfcochrane.com