Tax preparation services

Individual returns

• 1040
• CA 540
• SC1040
• Multistate

Form 1040 with your California or South Carolina return, including part-year and multistate filings.

• W-2 wages, retirement and Social Security income
• Dependents, education and child-related credits
• California (540 / 540NR) and South Carolina (SC1040)
• Multistate and part-year residents, such as moves between CA and SC

Self-employed & gig work

• Schedule C
• 1099
• Single-member LLC

Schedule C for freelancers, contractors, rideshare and delivery drivers, and single-member LLCs.

• 1099-NEC and 1099-K income
• Business expenses, vehicle and home-office deductions
• Self-employment tax and estimated payments
• California Form 568 for single-member LLCs, where it applies

Rental property

• Schedule E
• Depreciation

Schedule E for residential rentals, including depreciation and multi-state properties.

• Rental income and expenses
• Depreciation and improvements
• Properties in a different state than you live in

Investments & crypto

• Schedule D
• Form 8949
• Crypto

Stock, fund and cryptocurrency sales reported correctly on Schedule D and Form 8949.

• Brokerage 1099-B, dividends and interest
• Cryptocurrency transactions
• Capital gains and losses, including carryovers

Business returns

• 1120-S
• 1065
• LLC
• K-1

S-corporation, partnership and multi-member LLC returns, with the matching state filings.

• S-corporations (Form 1120-S) and owner K-1s
• Partnerships and multi-member LLCs (Form 1065)
• California 100S, 565 and 568; South Carolina entity returns
• Quoted individually after a short review

Amended & prior-year returns

• 1040-X
• Prior years

Fix a return that was filed wrong, or catch up on years you haven't filed.

• Amended federal returns (1040-X) and state amendments
• Unfiled prior-year returns
• Missed credits or deductions from earlier years

Help with IRS & state letters

• IRS
• FTB
• SCDOR

Plain-language help understanding and responding to letters from the IRS, the California FTB or the SC Department of Revenue.

• We explain what the letter means and what it asks for
• We help you prepare a response and any supporting documents
• For returns Daniel prepared and signed, limited representation within the IRS Annual Filing Season Program rules
• We don't offer audit representation or legal advice. If your situation needs an enrolled agent, CPA or attorney, we'll tell you.

ITIN applications

• Form W-7

Help preparing Form W-7 and your application for an Individual Taxpayer Identification Number (ITIN), filed together with your tax return.

• We prepare Form W-7 and the rest of the ITIN application with your tax return
• You send your original identity documents, or copies certified by the agency that issued them, directly to the IRS. You can also have them reviewed in person at an IRS Taxpayer Assistance Center or by an IRS Certifying Acceptance Agent
• Daniel is not a Certifying Acceptance Agent. He does not certify, verify or handle original identity documents