Taxes are our main jam, but they can overlap with other things. We are here to help you with related questions and needs. Here are a few of the other services we offer:
Ongoing Support:
- Monthly Bookkeeping
- Yearly S-Corp Management
- We can issue 1099-NEC forms for your contractors in January
One-Time Consultation Topics:
- Freelancer 101
- Get a crash course in the freelance life, covering profits, expenses, record keeping, common pitfalls, tax strategies, and more
- Estimated tax consultation
- Setup quarterly estimated payments
- Calculate estimates for untaxed income (sale of stock, grants, options, etc)
- Second opinion, audits & offer-in-compromise
- Review prior 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
- File LLC/Inc organization paperwork
- Complete reinstatement paperwork
- Handle annual compliance filings
- Close down an LLC or corporation
- S-corporations & partnerships: setting up & managing
- Intro: “Does an S-Corp make sense for me?”
- S-Corp set-up: Fill out 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
- Health insurance & retirement
- Check-in and upkeep: estimated taxes, self-rentals, reimbursements, PTET, and other tasks
- How to hire additional people
- Bookkeeping support
- Complete multi-month clean-up requests
- Update 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
Free Resources:
- Providing FREE tax talks to organizations to build tax knowledge
- The Brass Taxes Podcast
- Our robust FAQ
- Schedule a complimentary consult call to learn more about working with us!
To set up a consultation or ask about something not listed here, email us at info@brasstaxes.com!
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