With my prior experience preparing and auditing the tax returns of professional services taxpayers (including tech employees, engineers, attorneys, tax preparers, and wealth managers), I make sure to address the specific challenges & obstacles they face including:
Providing strategic guidance around RSUs, stock options, ESPPs, cryptocurrency, vesting events and stock sales, estimated tax payments, AMT exposure, and capital gains treatment.
Consulting, educating, and advising the client on entity structure (e.g. LLC vs S-Corporation) and which retirement plan is most appropriate for a client’s given tax situation & retirement goals (e.g. SEP IRA vs Solo 401(k)).
I also make sure to address considerations regarding Qualified Business Income (QBI) limits & phase-outs.
Consulting and advising on Pass-Through Entity (PTE) tax credits, especially when the client has state and local income taxes paid above the federal SALT (state and local tax) cap.
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