enrolled agent logo (color).jpg

Details from the Desk

Your Questions Go HERE!

As my practice has grown, I’ve had less time to perform in-depth research to answer clients’ questions that come in throughout the year. Eventually, I’ll probably move to a monthly subscription model for those who want year-round access to research questions, tax planning, etc. For now, though, I’m still trying to find better options that don’t involve charging more.

While brainstorming this the other day, I realized the Blog section of my website (you’re here!) could be used to answer questions I receive regularly, or to explain topics that many clients find confusing at first. For example:

  • My mother died this year. What are the steps I need to take to wrap up her affairs, tax-wise?

  • I started my own business and want to know how much to save for taxes.

  • At what point is it most beneficial for my sole proprietorship to transition to corporate tax treatment, and what are my options?

  • Can I claim my uncle as a dependent?

  • What are the tax advantages and disadvantages of owning rental properties?

Please comment on this post with your questions or topics you’d like more information about. The more participation here, the better the resource, and there’s no such thing as a dumb question!