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FOUNDING YEAR
2018
NUMBER OF EMPLOYEES
1
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Starworks Accounting
I have extensive experience with personal tax returns; specializing in equity compensation, rental properties and schedule c businesses. My entity tax return skills include preparation of forms 1065, 1120-S and 1120 for small businesses. I generally do not use an hourly-rate model. I have forms-based pricing for tax returns to provide transparency for clients. I currently offer tax services and bookkeeping.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
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Clients who would be a good fit
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Clients with equity compensation Clients with rental properties
Clients with small businesses.
Service businesses are my preferred business type to work with, but I will take on other businesses as well.
Clients who wouldNOTbe a good fit
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Clients with foreign earned income. Foreign income on a 1099-Consolidated is fine. Foreign account reporting is fine. I just do not deal with the foreign earned income exclusion and trying to decipher foreign tax returns. Clients who have someone else doing their bookkeeping and have messy financials.
I do not currently handle 1031 exchanges.
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
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Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.