Request A Quote Tell us about your situation Step 1 of 4 25% I am interested in...*Tax planningTax planning and preparationJust tax preparationReviewing my previous returnsWhat's your main reason for tax planning? I have a specific transaction in mind that hasn't happened yet. I just need help in a specific area - investments, rental real estate or my business. I need you to optimize my whole situation. Name First Last Email PhoneTell us about your income I have a business (1099, LLC,etc...) I have a business and a job (W2) I have a rental or vacation property I made (or lost) money trading stocks or cryptocurrencies I rented out my house using AirBnb or similar I drove for Lyft or similar Just a job. I'm super simple. Let's get personal I dont support anyone but myself. I have kids or step-kids under age 24 that I support. I have a parent that I support. My marital status changed. I had health insurance through my job, an exchange, or Medicaid. Ugh! Payments. I owned a house. So taxes, interest and all that. I paid for college or higher-education for me or someone else. Alimony. I relocated or spent money looking for a job. Medical insurance premiums, prescriptions, etc... I started a business. I bought a car, boat, or other big ticket item.