We offer tax advice and expertise tailored to your situation and goals. People who prepare their own taxes, even using tax software, often miss deductions and tax credits and lose significantly more in their tax bill than what they “save” by doing it themselves.
We offer tax advice and expertise tailored to your situation and goals. People who prepare their own taxes, even using tax software, often miss deductions and tax credits and lose significantly more in their tax bill than what they “save” by doing it themselves.
We are a Certified Acceptance Agent for ITIN applications. An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the IRS to individuals who are required to have a US taxpayer identification number but who do not have, and are not eligible to receive, a Social Security number. ITINs help individuals comply with the US tax laws, and to provide a means to efficiently process and account for tax returns and payments for those ineligible for Social Security numbers.
We are a Certified Acceptance Agent for ITIN applications. An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the IRS to individuals who are required to have a US taxpayer identification number but who do not have, and are not eligible to receive, a Social Security number. ITINs help individuals comply with the US tax laws, and to provide a means to efficiently process and account for tax returns and payments for those ineligible for Social Security numbers.
Estate planning ensures your wishes regarding your property will be honored in the years to come. By laying out exactly how your property will be transferred, you’ll gain peace of mind that your loved ones will be taken care of.
A trust is a legal entity that holds onto assets for another’s benefit. You can place nearly any kind of asset into a trust, including cash, stocks, bonds, real estate, insurance policies, artwork, and more.
Here is what the IRS recommends:
CPAs are under a state’s jurisdiction and EAs are under federal. EAs focus on tax knowledge and CPAs don’t have to. You do not need a CPA to file your income tax return.
Our secure portal is the safest way to send your documents to us, whether that be bank statements, banking information, past tax returns, Social Security numbers, tax documents, etc. We suggest using only PDFs, Word Documents, or Excel sheets. If sending an image, it needs to be a PNG file. Your portal also has a secure message feature where you can reach out to us as well. You will get notified anytime we message you in your portal or when we have uploaded a new document for you. We will get notified much the same: anytime you upload a new document or send us a message.
If you are new or do not have a portal, please call our office at 507.206.0677 or email [email protected] and our admin team will set you up with a portal and walk through set up steps with you.
You can access your portal through our menu link, “Client Portal,” or by bookmarking this quick link for ease. There is also a “forgot username/password” on this login screen, should you need to reset your password.
Yes; we would need the daycare expenses (total cost for the year) and that EIN or SSN of the person/company providing care. If you have a credit from employer, we will need this information or they may owe taxes on the amount. You should get this information at the end of the year from your employer.
You may qualify for a credit up to $7,500 if you buy a new, qualified plug-in EV or fuel cell electric vehicle (FCV). Beginning January 1, 2023, if you buy a qualified used electric vehicle (EV) or fuel cell vehicle (FCV) from a licensed dealer for $25,000 or less, you may be eligible for a used clean vehicle tax credit (also referred to as a previously owned clean vehicle credit). The credit equals 30% of the sale price up to a maximum credit of $4,000.
Non-taxable income needs to report in Minnesota for the property tax refund application, including gains on the sale of your home, some disability benefits, alimony, adoption assistance, and canceled or discharged debt.
This is a child’s tax on unearned income over $2,300 if the child is under age 18 or the child was a full-time student at least age 19 and under age 24 at the end of the tax year and the child didn’t have earned income that was more than half of the child’s support.
No. You can pay via ACH, debit or credit card, cash, or check.
If you’re ready to have a better tax and accounting experience, click below to get in touch.
