Tap what you're seeing. You'll get what's legally needed, what I do and what it costs, and the tax work that comes back to you.
I don't prepare tax returns. Every estate I open and every business I form needs a CPA, and I send that work back to the CPAs who send clients to me.
Tap a situation.
Call, email, or have them book a free 20-minute call. A short note on what you're seeing helps.
I respond within one business day, tell the client which path applies, and quote a flat fee in writing before any work starts.
With the client's permission, I let you know what was done and send them back to you for the returns and the books.
Probate produces tax work: a final return, often an estate income tax return, sometimes an estate tax return for the surviving spouse. New businesses need tax elections and books. I do none of that. When my clients need a CPA, I send them to the CPAs I know and trust.
No referral fees change hands in either direction. The only thing exchanged is good work for shared clients.
Call or send me the details. I'll tell you which path applies, for free.