Tax Returns We Can File:
Individual tax returns
S-Corp, Partnership, & Multi-Member LLC tax returns
C-Corp tax returns
Other services:
Ongoing Support:
We can issue 1099-NEC forms for your contractors in January
One-time paid consultations for in-depth questions outside of filing tax returns
One-Time Consultation Topics:
Freelancer 101
A crash course in the freelance life, covering profits, expenses, record keeping, common pitfalls, tax strategies, and more
Estimated tax consultation & W4 support
Estimated Tax Payments & W4 Support
Calculate estimates for untaxed income (sale of stock, grants, options, etc)
Second opinion, audits & behind on taxes
Behind on taxes for multiple years? Let's make a plan!
Review already filed tax returns and determine if amendments are needed
Assess and reply to IRS and state letters
Respond to audits
Complete Offer in Compromise
Setting up / closing down a business
Discussing whether an LLC is a good fit for your business.
S-corporations & partnerships: setting up & managing
Pitch: “Does an S-Corp make sense for me?”
S-Corp set-up: Filling out the election paperwork and filing steps
Running payroll: Let’s figure out exactly how much to pay and how to run it
Health insurance
Retirement
Check-in and upkeep: estimated taxes, self-rentals, reimbursements, PTET, and other tasks
Bookkeeping support
Complete multi-month clean-up requests
Updating chart-of-accounts
Live review and support
Big life events & Personal finances
Buying or selling a house
Inheritance
Getting married
Stock compensation and exercising options (including 83b election)
Setting up bank accounts
Budgeting
Setting up and optimizing retirement accounts
Crypto literacy
Foreign situations (living abroad, moving to US, noncitizens paying US taxes, etc)
529 Plans
Stocks financial literacy
Setting up and maintaining donor-advised funds
Moving between states
Growing a family
Free Resources:
Providing FREE tax talks to organizations to build tax knowledge
To set up a consultation or ask about something not listed here, email us at info@brasstaxes.com!