With over 7 years of experience in public accounting, I specialize in helping businesses navigate the complexities of tax preparation and compliance. What sets me apart is not only my extensive knowledge of the latest tax laws but my commitment to providing personalized, strategic advice tailored to each client's unique needs.
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Tax Preparer
Personal Tax Returns:
Prepare individual income tax returns, including various schedules and forms
Business Tax Returns:
File tax returns for sole proprietorships, partnerships, S corporations, or C corporations.
State and Local Tax Filings:
Help clients comply with state and local tax laws, including state income tax returns, property taxes, and sales tax filings where applicable.
Tax Planning
Tax Strategy for Individuals and Businesses:
Advise clients on how to minimize their tax liability for the current year and in future years (e.g., through tax-efficient investments, deductions, and credits).
Retirement Planning:
Offer strategies for tax-deferred growth and how to optimize retirement savings from a tax perspective.
Capital Gains Strategy:
Assist with managing capital gains and losses, including tax implications of buying and selling assets.
Tax Implications of Major Life Changes:
Advise on how events like marriage, divorce, birth of children, or buying a home can affect taxes.
Tax Resolution Services
CRA Audits: Help clients respond to CRA audit notices and guide them through the audit process.
CRA Liens and Levies: Assist clients in negotiating payment plans or resolving outstanding CRA debts through options like an Offer in Compromise or Installment Agreements.
Penalty Abatement: Help clients reduce or eliminate penalties for late filings, late payments, or other tax-related mistakes.
Innocent Spouse Relief: Guide clients in cases where they may be eligible for relief from tax liabilities due to the actions of a spouse or ex-spouse.
Tax Credit Identification
Earned Income Tax Credit: Identify eligibility for clients with lower incomes.
Child Tax Credit: Determine eligibility for the Child Tax Credit and other family-related credits (e.g., Dependent Care Credit).
Education Tax Credits: Help clients take advantage of credits for qualifying educational expenses.
Energy-Efficiency Tax Credits: Identify credits for energy-efficient home improvements, electric vehicles, etc.
Self-Employment & Small Business Tax Assistance
Self-Employment Tax Guidance: Help freelancers, gig workers, and contractors navigate self-employment taxes and deductions, including home office deductions, business expenses, and retirement savings options.
Entity Structure Guidance: Advise clients on the tax implications of different business structures (LLC, S-corp, C-corp, sole proprietorship).
Quarterly Estimated Tax Payments: Assist clients in calculating and making quarterly estimated tax payments to avoid penalties.
Record-Keeping and Organization
Tax Filing Organization: Help clients organize their financial records, receipts, and documents to ensure that they can take full advantage of deductions and credits.
Software Recommendations: Advise clients on personal finance software or apps to track their income, expenses, and deductions throughout the year.
Tax Refund Advance & Filing
Tax Refund Advance: Provide clients with options to receive a portion of their refund early (through third-party lenders or refund anticipation loans).
Direct Deposit Setup: Ensure clients’ tax refunds are processed efficiently with direct deposit options.
Virtual Tax Services
Online Filing and Remote Consultations: Offer clients remote tax preparation services, utilizing secure portals for document submission and communication via email or video conferencing.
Digital Tax Filing Assistance: Guide clients through e-filing platforms, ensuring that they file their taxes accurately and on time.
Audit Defense
Audit Protection: Offer clients a service to defend against audits, providing them with guidance and potentially accompanying them to meetings or hearings.
Audit Insurance: Some tax preparers offer insurance to cover the cost of representation in the event of an audit.
Financial Consulting
Budgeting and Debt Management: Help clients create tax-efficient budgets and manage personal or business debt, often with a focus on minimizing tax liabilities.
Estate Planning Advice: Though you may need a legal partner for advanced estate planning, you can help clients understand the tax implications of wills, trusts, and inheritances.
Cryptocurrency Tax Reporting
Crypto Tax Compliance: Help clients navigate tax reporting for cryptocurrency transactions, including gains, losses, and reporting requirements.
Tax Planning for Crypto Investors: Advise on strategies to reduce taxable income from cryptocurrency transactions, such as tax-loss harvesting.
Year-Round Support
Ongoing Consultations: Many clients need help throughout the year, not just during tax season. Offering year-round consultations can make you a trusted resource for tax-related questions or financial planning.
Financial Checkups: Provide regular financial reviews or checkups to ensure clients are on track with tax-saving strategies.
