Monthly newsletter with tax tips & news✓✓
|Level I||Level II|
|Tax return preparation & filing||✓||✓|
|Analysis of current year||✓||✓|
|Advice & guidance for coming year||✓||✓|
|ShareFile tax document & return storage||✓||✓|
|Quick 15-minute calls/email with you or your other advisors||4||Unlimited|
|Tax projection & planning sessions||1||2|
|Assistance with W-2 withholding & estimated payments||✓||✓|
|Estimated payment reminders||—||✓|
|Coordination with your financial advisor for tax documents and information for tax projections||✓||✓|
|Straightforward pricing, starting at:||$2,500||$3,500|
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Beginning in 2014, the Affordable Care Act, also known as Obamacare, imposed what a “share-responsibility payment” on taxpayers who did not sign up for minimum essential health coverage. This payment is essentially a penalty for not being insured.
If you trade cryptocurrencies like Bitcoin you are required to report the transactions for tax purposes.
The IRS wants its cut and you may not know it. Call our office for assistance. Learn more in the video below.
Just a reminder that the due date for 2017 tax returns is April 17, 2018! There is no penalty for filing late if you are receiving a refund. However, it is quite a different story...