We Specialize In Business,
Estate, Trust & Individual Tax



Individuals with Capital Gains/Losses - 1040 + Sch. D

Individual Tax

We specialize in assisting individual taxpayers who have capital gains or losses, requiring the filing of Form 1040 and Schedule D. Our services for clients in this category include:

Comprehensive Capital Gains/Losses Analysis: We conduct a thorough review of all your transactions involving capital assets, including stocks, bonds, real estate, and other investments, to accurately report gains or losses.

Schedule D Preparation: Our expertise in Schedule D ensures precise reporting of short-term and long-term capital gains and losses, adhering to the latest IRS regulations and guidelines.

Optimizing Tax Implications: We provide strategic advice on managing your capital gains and losses to potentially reduce your tax liability. This includes advice on tax-loss harvesting, holding periods, and understanding the impact of the capital gains tax rates.

Record-Keeping Assistance: We assist in organizing and maintaining proper records of your investment transactions, which is crucial for accurate reporting and for future reference.

Tax Liability Forecasting: We help you estimate potential future tax liabilities based on your capital gains and losses, aiding in effective financial planning.

Audit Support: In the event of an IRS audit, we provide expert support and representation, drawing upon our deep understanding of capital gains and losses taxation.

Future Tax Planning: We offer advice on future investment strategies and transactions from a tax perspective, helping you make informed decisions that align with your financial goals.

Our goal is to provide meticulous, informed, and comprehensive tax services for individuals with capital gains and losses, ensuring accuracy, compliance, and optimization of your tax position.

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We Specialize In Business,
Estate and Trust And Individual Tax
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W-2 Employee with Additional Income
Individuals with Higher Deductions that Standard - 1040 + Sch. A
Individuals with Interest and Dividend Income - 1040 + Sch. B
Individuals with Self-Employed Income - 1040 + Sch. C
Individuals with Capital Gains/Losses - 1040 + Sch. D
Individuals with Rental, Royalty or S-corp Income - 10140+Sch E
Individuals with Farm Income - 1040 + Sch F
Individuals with Household employees - 1040 +Sch H

Planning & Preparation

A - itemized Deductions
B - Interest and Dividend Income
C - Self-Employment Income
D - Capital Gains/Losses for Capital Assets
E - Rental Income, Royalties, S-Corp Income
F - Farm Income
H - Household Employees

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