2 small things — about 10 minutes
John — first draft of your return is in. We're projecting a $3,420 refund. Once you upload the K-1 and sign the 8879, I'll file the same day. No surprises.
2 of 4 — about 10 minutes
John — first draft of your return is in. We're projecting a $3,420 refund. Once you upload the K-1 and sign the 8879, I'll file the same day. No surprises.
Brokerage gains look clean — long-term carry forward of $1,200 from 2024 applied. Saving you about $260 in tax. Will detail in the draft.
All your wage docs are in. Starting on the return today — should have a draft to you by end of next week.
Thanks for confirming the household section. One quick question on the home office — I'll DM you in the desk chat.
Welcome John! Engagement letter is signed and in the vault. Start with the intake form when you have a moment — should take 20 minutes.