Can you help me obtain my EIN NUMBER?

November 26th, 2023

I need copies of my last year's tax returns for buying a home. Which forms do I need to retrieve?

May 12th, 2023

We want to sell our home to our children for less than market value, specifically at $275,000 when the market value is between $425,000 and $450,000. We also plan to continue living in the home for a majority of the time. How should we structure this to avoid taxes on us, considering the gift of equity would be about $150,000?

October 16th, 2023

I purchased a house with 5 acres of land for $465,000 a year and a half ago. The property was split into a house with 3 acres (sold for $550,000) and a 2-acre vacant lot. I plan to build a house on the remaining 2 acres. What can I do to minimize my long-term capital gains tax liability from the sale of the house, and is there any capital tax liability on the remaining 2-acre parcel?

July 9th, 2024

I haven't received my tax refund yet. I am located in Grants Pass, Oregon, I am 83 years old, single, with no dependents, and made approximately $45,000 this year. What should I do to track my refund and what other steps can I take if it is still processing?

August 27th, 2024