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Tax pro near me: Evelyn Tran
- Available Virtually
- 23 years experience
- Senior Tax Analyst
- Small Business Certified
With 23 years of experience as an H&R Block tax pro, Evelyn enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, Evelyn stays sharp with an average of 32+ hours of training per year and is genuinely committed to getting you every dollar you deserve. Evelyn specializes in block advisors small business certified, retirement, clergy and more.
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Just review and approve your return when it's ready.
Tax offices Evelyn works in
Select the office you’d like to make an appointment at:
Evelyn can help with:
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Block Advisors Small Business Certified
Proprietorships, C corps, and S corps all file yearly taxes, but the forms used to file depend on the way the business is set up.
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Retirement
Retirement income, pensions, and annuities can change the way you file your taxes.
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Clergy
Clergy have dual tax status as both employees and self-employed individuals. Since a church does not withhold taxes, clergy are responsible for paying taxes as self-employed people.
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Rental Income
Rental income is taxed at standard income tax rates, but you can also deduct the costs of buying and improving a rental property.
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Estates and Trusts
The estate tax involves the right to transfer property at one’s death. A trust allows a third party to hold assets on behalf of a beneficiary or beneficiaries, with various tax rules for income.
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Investments
Investment income can include buying low/selling high, stocks and bonds, and capital losses.
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Tax Planning
Work with a tax pro to build a tax strategy that fits your unique situation and financial goals.
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Charitable giving
Donations made to qualified charities can be deducted to reduce taxable income.