When a loved one passes away you don’t want to be burdened with figuring out final tax return requirements and how to file an estate tax return yet the IRS rules require it in a timely fashion. We will make this process and smooth as possible and prepare and file the Estate return while advising you on the moves to make to minimize tax. We also have a deep level of experience with Trust tax returns from simple to complex trusts and strategies around distributions and earnings to minimize the tax burden at the trust and pass-through level.
We have knowledge and experience about incentive stock options (ISO) non-qualified stock options (NSO), Restricted Stock Units (RSU), Employee Stock purchase plans (ESPP). We can help develop a strategy for when to exercise options, when to make 83(b) elections, how to minimize tax and pay long term gains, instead of ordinary income rates and when Alternative minimum tax comes into play (AMT).
Have you received a letter from the IRS? Has it been several years since you last filed a tax return? Is the IRS threatening to garnish your wages or put a lien on your assets? We are Enrolled Agents and can represent you in dealing and negotiating with the IRS. We can negotiate favorable terms for a payment plan or negotiate to settle for a lower amount in the right circumstances. The IRS can be a nightmare to deal with, let us work with you to cut through the bureaucracy and to stand up for your rights as a taxpayer under the law.