HOW WOULD YOU LIKE TO HAVE YOUR OWN CONCIERGE CPA
You can get answers to burning everyday tax and accounting questions that come up
-filling out paperwork for a new job
-implications of contributing or withdrawing from a 401K
-do I need to form an business entity
-caring for a parent, are they my dependent
-what kind of fringe benefits can I offer my employees
Are you getting the most out of your tax deductions?
Are you starting a new business and have questions?
Do you use quickbooks and need help?
IF YOU LIKE LEGALSHIELD, YOU WILL LOVE PREPAID TAX ADVICE
Still Not Sure?
The Benefits Of Our Program?
Ask Any Question About:
- Taxes
- Accounting
- Starting a business
- Estates and Trusts
- Inheritance of property
- Quickbooks
Training
We offer One-on-One or group instruction/training for beginners using quick books.
Tax Projections
Any request for tax projections or work to be performed by at an exclusive members rate.
You Have Tax Questions? We Have Answers!
Are you choosing the wrong filing status?
Choosing the wrong one can put you in a higher tax bracket. I can tell you which one you qualify for and works best for you.
Sometimes there are too many choices. But choosing the wrong filing status can cause you $100’s of dollars. Am I single or head of household. If I am married do I file joint with my wife or separate. This can be the most costly choice on your taxes.
Are you making a mistake claiming dependents
If a Parent tries to take child as dependent and didn’t tell his/her parent. Big loss of deduction and could trigger audit.
Kids try to grow up so fast, but still have their parents take care of them. The IRS offers an exemption to everyone but did you know your parents are entitled to your exemption? When you do your taxes your need to analyze who will get more bang for the exemption me or my parents. I can help figure that out.
Did you report your State refund correctly?
Did you forget to report state refund? Are you proud of yourself that you got a refund from the State thinking it was free. Nothing in life is free.
I can tell you that the IRS wants a piece of everything. If you deducted your state tax payments, you will have to pay tax on it when you get it back. Some may call this double taxation, but not really.
Did you miss your filing date?
This can cause late payment penalties. The biggest misconception is people think they can file an extension and that lets them delay payment. No sir. IRS hits you with an underpayment penalty and possibly deny you the extension you filed PLUS then you pay a late filing penalty. They try to get you coming and going.
Can I use a side job to my benefit?
If you have a side job, did you know you are entitled to deduct business related expenses? We can show you what is allowed.
That’s right! Are you moonlighting as an Uber driver? I had a driver that offered me a bottle of water. Did you
know he can take a tax deduction for the goodies you may give away to your passengers. There are many more uncommon deductions just waiting for the taking.
Did you forget to report state refund as income?
Are you proud of yourself that you got a refund from the State thinking it was free. Nothing in life is free.
I can tell you that the IRS wants a piece of everything. If you deducted your state tax payments, you will have to pay tax on it when you get it back. Some may call this double taxation, but not really.
Do you know if you qualify for the new Qualified Business Income Deduction (QBI). This is new law for 2018
Some businesses will be able to take a 20% deduction on their net income from their Schedule C income, partnership income or their Subchapter S income.
You must know that income limitation apply so some taxpayers may not be able to take this deduction.
What Our Customers are Saying
Don’t just take it from us, let our customers do the talking!
Over the years, Donna’s experience with complicated tax code has saved me thousands of dollars. She is always
available to answer my question and gives it to me straight and simple. I don’t make a single tax decision without
first consulting with her. Old fashioned personal service is alive and well working with Donna Stern.
I prepared my own return this year but something did not seem right because I owed money. So I had Donna Stern review it and she found out I input my information incorrectly. Her service is immediate and professional. I would recommend her to all of my friends.