asked
I'm having issues with our tax return and need someone to talk to ASAP about our taxes. They're saying we owe some taxes, but we shouldn't owe any. I took care of my brother's children when he was in prison, and there are issues with documentation and head of household status. What should we do to resolve this?
June 8th, 2023
How can I transfer $2510.00 from my Robinhood trading account to my Robinhood IRA for the year 2022, and how do I change the IRA deposit year from 2023 to 2022?
October 15th, 2024
I need my 6-digit identity PIN for tax filing. Where are you currently located? How old are you? Do you have any dependents? What is your typical filing status? Do you know roughly what you made this year? Is there anything else the Accountant should know before I connect you?
October 29th, 2023
I cannot use ID ME to verify myself due to my email being down and already associated with another account. I need to respond that I did submit the tax return in question, but the IRS will not process my return of $828. Can you help?
January 30th, 2024
I have a $100k income and am based in San Diego. I want to give a $50k gift. Is there a tax on this gift, and can it be considered part of my lifetime exemption? What forms do I have to file, and how can I make the filing official so I can provide official documentation as my taxes are not due till April?
July 28th, 2024
My mom never received her 2019 tax return, and the IRS notified us that her identity had been stolen. She had dementia and passed away in 2021. We have hired an attorney but still have no resolution. What should we do?
February 16th, 2024