Tax Returns We Can File:

• Individual tax returns

• S-Corp, Partnership, & Multi-Member LLC tax returns

• C-Corp tax returns

Other services:

Ongoing Support:

• Monthly Bookkeeping 

• Yearly S-Corp Management 

• 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

  • Payroll set-up: State registration, Gusto onboarding and walkthrough, general withholdings calculation

  • Running payroll: Let’s figure out exactly how much to pay and how to run it

  • How to hire additional people

  • 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

  • Estate planning

  • 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

• The Brass Taxes Podcast 

• Our robust FAQ

To set up a consultation or ask about something not listed here, email us at info@brasstaxes.com!