Frequently Asked Questions
What is a Concierge Tax Service relationship look like?
My relationship with clients means being available beyond tax season. My clients have access to my knowledge, experience and help all year by text, meeting or phone. This personalized approach makes all the difference in making good financial decisions all year!
What is an Enrolled Agent?
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants (CPAs), are generally unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.
What is a Beneficiary Owner Information Report (BOIR)?
Starting January 1st, 2024, owners of U.S. businesses will need to comply with new rules. The Corporate Transparency Act (CTA) is a federal law that requires business entities, like LLCs and corporations, to report information about their owners to the Financial Crimes Enforcement Network (FinCEN). These new reports are called “Beneficial Ownership Information Reports”.
Honest business owners who fail to file Beneficial Ownership Information Reports on time or can face fines of 500.00/day and jail time.
What is tax planning?
A tax plan is developed through an in depth understanding of what your current and future tax liability could be, while taking into account all present and future income, investments and business entity impact.
My Expertise
I am an experienced tax professional, Enrolled Agent and tax planner of 25 years. I am dedicated to providing Concierge tax service that is individualized and specialized to individuals and businesses. I stay up to date with the latest tax laws and regulations to ensure that our clients receive accurate and reliable tax advice on a Federal and State level.
Why does choosing a Business Entity for my Business Matter ?
Maximize the Effectiveness of your Business Structure
An entity structure refers to the way a business is organized. This decision is usually one of the first decisions business owners make when forming a new company. Several options are available, ranging from sole proprietorship to C-Corporation. Selecting the most appropriate entity structure for a business is a complex decision and the effect/non effect on your personal tax return needs to be considered. Partnering with someone who understands the business process from beginning to a final dissolution end can make all the difference.
