I would like to get in touch with Lane Mullinax to discuss preparing my 2017 tax return. I am in California and have complete supporting documents ready to send. I need his go-ahead to send them and a good mailing address. Additionally, I want to confirm if there is any additional amount required above the retainer I previously sent.

November 12th, 2023

I have not received the social security forms for my 2017 income tax for myself and my late husband. How can I receive them?

January 16th, 2023

I'm 74 years old and want to give my adult nephew $99,000 on March 12, 2018, but I'm limited to $15,000 per year. How can I legally gift this amount without incurring gift taxes, and do I need to file any special forms or documents?

September 28th, 2024

I am using QuickBooks for my freelance business and am unsure how to input my income, especially income that I will receive a 1099 for. Additionally, I received a gift check over $100K from my father who is located in the USA. How should I handle these incomes in QuickBooks and on my tax forms?

June 3rd, 2024

I have an LLC that had no income for 2017 but I want to deduct expenses. Can I do that in year 2 of the LLC? It's a consulting company. I made a little money in 2016 and wrote off expenses. 2017 had no income, but I want to write off expenses.

May 4th, 2023