Industry focus
Financial Services & Insurance
Brokers, financial advisors, insurance agents, mortgage lenders, and wealth managers: K-1 reporting, deferred comp, investment income, and licensing cost deductions handled with precision.
Services we offer in this industry
The services most often used by businesses in this industry. Each one is led by an IRS Enrolled Agent.
Related industries
Real Estate & Property Management
Investors, landlords, developers, HOAs, property managers, mortgage brokers, title companies, and hard money lenders: we maximize your depreciation, navigate passive loss rules, and structure every deal to keep more money in your pocket.
Entertainment & Content Creators
Musicians, actors, YouTubers, podcasters, social media influencers, and athletes: we build loan-out corps, manage multi-state filings, and turn your creative hustle into a tax-efficient business.
Stock & Options Traders
Day traders, swing traders, options specialists, and retail investors: we handle Section 475 mark-to-market elections, Section 1256 reporting, wash sale traps, and estimated taxes before the IRS comes knocking.
Related guides
Form 1099-DIV Explained: The $10 Threshold for Dividend Reporting
Form 1099-DIV is filed when a bank, brokerage, or corporation pays a shareholder $10 or more in dividends, or $600 or more in a liquidation. See what triggers it and what each box means.
SALT Cap Raised to $40,000: OBBBA 2025 Changes and the PTET Workaround
SALT deduction cap rises to $40,000 for 2025 under the One Big Beautiful Bill Act, with a phase-out above $500,000 of income. The pass-through entity tax (PTET) election still complements it.
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