06/29/2022
My ideal tax preparation client falls into one of several categories. They may own a business. They may invest in stocks, real estate, or virtual currency. They may be a trustee or the executor / executrix of a will. Finally, they may be responsible for a nonprofit. The common denominator is that they all have complexities. I have done all these types of returns and know how to prepare them efficiently. Sammy owns a successful hair salon. She invests in cryptocurrency. Her grandmother passed, leaving her estate in a trust to avoid probate. Sammy came to me to prepare the taxes for the estate and her business which included her personal return. She paid me fourteen hundred dollars for all the needed returns, and some planning advice. She has set her appointment for next year. I am a great referral for that friend who is always talking about his investments in real estate and cryptocurrency.
