My brother died last July. The IRS is requesting documents regarding his 2021 taxes, and I need a replacement form SSA-1099 to send to them. My brother filed his taxes, but they want to see all documents relating to his total income, and I do not have his SSA-1099 form. Is there anything else the Accountant should know before I connect you?

August 10th, 2023

I need help with EV tax qualification. I am located in Washington DC, own property in DC, MD, and VA, am 36 years old, recently married, and made $137k gross this year. I am in the US on a G4 visa, and my wife is American. I don’t pay income tax, but my wife does. We have a car reserved from a dealership, the x5 45e, which is on the list of cars that qualify for EV tax credit. Can my wife qualify for the tax credit on her income tax?

August 20th, 2024

We are a new LLC treated as a 50/50 partnership for this year. We are looking to take a distribution of about $15K each, but we only contributed $2500 each to start the business. Will that cause us to each recognize a gain? Should we wait until early next year to take a distribution when the net income will roll into our equity accounts? Additionally, we are planning to file to be an S-Corp for next year. Is there any relief for a late S-Election, and how does this affect our tax situation, including self-employment tax and potential tax strategies for reducing net income?

May 5th, 2023

Where is my tax refund? I have completed all the necessary steps but have not received any information about my refund since February. How can I check the status of my refund and what steps can I take to expedite the process?

November 18th, 2024

I am thinking of leaving my employment and taking my 401k paid out. I have an existing loan with my 401k that I am paying back. I want to know if there is a way to estimate the amount of taxes I would be paying if I take the payout. Is it worth it to take the payout?

September 20th, 2023