Amy's specialties

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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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  Charitable giving

  Donations made to qualified charities that can be deducted to reduce taxable income.

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  Income from multiple States

  The IRS has certain rules for paying state income tax for those who work in multiple states.

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  Investment Income

  Investment income can include buying low, selling high, capital losses, stocks and bonds.

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  ITIN (Individual Taxpayer Identification Number) application

  An ITIN is issued by the IRS to help people file taxes without a Social Security number.

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  Loss from disasters or theft (e.g., flood, tornado)

  A casualty/disaster loss can result from the damage, destruction, or loss of property from any sudden, unexpected, or unusual event. A theft is the illegal taking and removal of money or property with the intent to deprive the owner of it. They can only be deducted if not reimbursed or reimbursable by insurance or other means.

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  Rental Income

  Income received for letting someone use or occupy your property, or the process used to deduct the costs of buying and improving a rental property.

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  Retirement

  Retirement income, pensions, and annuities can change the way you file your taxes.

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  Tax Audit & Notice Services

  Notices from the IRS that say there’s an issue with your return, you have an unpaid balance, or other tax problem.

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  Tax Planning

  Any financial strategy that does not include tax planning is missing part of the larger picture.

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  Taxation of 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.