Tax compliance
Current and prior year filings for forms 1040, 1040SR, 1040NR, 1040X, 1041, 1065, 1120, and 1120S all associated schedules including A, B, C, D, E & more. Need a trust return? Investing in crypto? Exercise stock options? We can handle your complex tax situation.
State tax filings for all 50 states. Did you move this year? You may need to file in both states.
Fill out our easy, interactive organizer, upload your documents to our secure portal and leave the rest to us.
Prefer an old-school in-person interview? Choose concierge service (available in Middlesex County, MA.) We’ll come to your home or office and chat while your documents are securely uploaded.
Tax planning
Comprehensive planning leads to long term wealth. Whether you are a business owner, high earner, or simply a good saver, planning can save money, and increase your wealth, especially over time.
When you make a money decision, do you understand the tax implications? Who can you talk to? Will a mortgage save on my taxes? An electric vehicle? Solar panels? That plan for my health or child care expenses at work? Don’t rely on tiktok for tax advice, get year round access to the Wealth Geek!
Tax resolution
Getting a notice from the IRS or DOR can be scary, but can be optimally handled, with the right know-how. We have it! Whether you have a forgotten an income document, have a paper audit or identity verification request, or you need more extensive resolution assistance like a payment plan, penalty abatement or offer in compromise, set up a consultation today and let’s get it handled. Unlike wine, notices do not get better with time.
do it yourself
If your taxes are truly simply, and you are willing to pay the price for software, or wait a long time while your paper filed return is processed, you can certainly do your own taxes. I did my own for years. If your taxes are more complex, then you can still do your own, provided you are willing to spend the time studying the appropriate forms and instructions. Each one has a time estimate provided by the IRS. But each complexity can add complexity to the rest — a challange you can give to the Wealth Geek!
As in all things, some find DIY satisfying, others would rather spend their time with their grandkids, or gaming, or traveling. Your time or your money, but it just may be cheaper, too, to give it to the Wealth Geek.
If you’d like to DIY, here are some resources:
Do you make less than $60,000/year? Are you over 60?
https://www.irs.gov/individuals/free-tax-return-preparation-for-qualifying-taxpayers
Want to fill out your W-4 so that you get the refund amount you want at tax time?
https://www.irs.gov/individuals/tax-withholding-estimator
For everyone:
https://www.irs.gov/newsroom/resources-to-help-you-prepare-your-tax-return
Book your tax conversation here now.
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