Only two things are certain, as they say. Death and taxes.
Our primary goal at Principle Accounting is to make filing your taxes each year as painless as possible, from gathering your information to reviewing your final return. We leverage the latest technology to make communication a breeze. We want your experience working with us to be the first time you have ever used the word “delightful” in such close proximity of the word “taxes”!
We specialize in handling a variety of complicated issues that individual taxpayers often encounter, including:
- Self-Employed Income (Schedule C)
- Rental Properties, including acquisition, management, and disposition
- Short-Term Investment Real Estate (i.e., “fix and flips”)
- Like-Kind Exchanges
- High Activity Investment Accounts, including options and commodity trading
Estate and Trusts
Financial well-being is much more than tax planning. Estate and trust planning are key components of protecting your wealth. Whether for a business or individual, wealth preservation for future generations requires knowledgeable trust planning and estate tax minimization strategies.
Estate and Trust Planning is a service that we take seriously. We have experience with estate and trust planning which includes succession planning, business continuity plans, charitable trusts, estate tax returns and more. With proper trust and estate planning, our clients are confident their beneficiaries will receive assets with minimum taxation and at maximum ease.
Learn more about our estate and trust planning services.
Gifts & Inheritance
Need to navigate a large financial gift or inheritance? We can help with that, too. Contact us to learn more about navigating things like a Form 709 US Gift Tax Return and other once-in-a-lifetime tax situations.