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Tax pro near me: susan smithson
- Available Virtually
- 22 years experience
- Senior Tax Analyst
With 22 years of experience as an H&R Block tax pro, susan 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, susan stays sharp with an average of 32+ hours of training per year and is genuinely committed to getting you every dollar you deserve. susan specializes in estates and trusts, tax planning, foreign income and more.
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Tax offices susan works in
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susan can help with:
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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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Tax Planning
Work with a tax pro to build a tax strategy that fits your unique situation and financial goals.
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Foreign Income
Foreign income sources like wages, interest from a bank account, payouts on a stock, or rental income are all taxable in the U.S.
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Investments
Investment income can include buying low/selling high, stocks and bonds, and capital losses.
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Retirement
Retirement income, pensions, and annuities can change the way you file your taxes.
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Multi-state income
This usually happens when tax payers work across state lines or have lived in multiple states in a tax year.
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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.