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You will get Fiduciary Income tax Return Advice, Review, or Preparation

James R.Status: Offline
James R. James R.
5.0
Top Rated
Preview image

Let a pro handle the details

Buy Other Consulting & HR services from James, priced and ready to go.
James R.Status: Offline
James R. James R.
5.0
Top Rated
Preview image

Let a pro handle the details

Buy Other Consulting & HR services from James, priced and ready to go.

Project details

I have extensive experience in fiduciary taxation. I will ensure that your estate or trust income tax return is filed timely, accurately, and efficiently.
What's included
Service Tiers Starter
$300
Standard
$600
Advanced
$900
Delivery Time 7 days 7 days 21 days
Number of Revisions
000
5.0
12 reviews
100% Complete
(12)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)

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Joan H.
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Tax projections considering inherited IRA I appreciated working with James. He is quite proficient and knowledgeable about taxes and answered my questions. He met the deadlines, I enjoyed working with him and will reach out again when its tax time.
James R.Status: Offline

About James

James R.Status: Offline
CPA | Taxes | Individuals, Trusts, Estates, Small Businesses
100% Job Success
5.0  (12 reviews)
West Columbia, United States - 5:34 am local time
I have been a trusted advisor for over fifteen years. I have cultivated my expertise to encompass a comprehensive range of competencies in taxation. I specialize in tax preparation, planning, and dispute resolution for individuals, sole proprietors, trusts, estates, LLCs, partnerships, S Corporations, and owners of rental and investment real estate. I have prepared tax filings for most states and have clients across the United States and abroad.

I have served a diverse clientele, ranging from professionals starting their careers to those enjoying retirement. My clients include trustees, executors, lawyers, medical professionals, investment advisors, real estate professionals, insurance brokers, inheritors, investors, counselors, pastors, federal judges, politicians, entrepreneurs, farmers, and landscapers.

Steps for completing your project

After purchasing the project, send requirements so James can start the project.

Delivery time starts when James receives requirements from you.

James works on your project following the steps below.

Revisions may occur after the delivery date.

Document and Client Information Review

The initial step will require a review of your situation and a determination regarding how to proceed. I will determine which filings are necessary, taxing jurisdictions, and due dates.

Delivery of product

The remaining steps will depend on the work that is requested.

Review the work, release payment, and leave feedback to James.