Tax assistance - willing to pay - need a second set of eyes from an expert-

[Luca Mastrangelo]

Hey everyone, I could use some help with my 2022 Taxes (yes 2022). Long story, but we always prepared our own taxes in the past however for 2022 filings we asked a CPA to do them because we had short term capital gains from stock sales, income from multiple states and sold 2 rental properties in another state (one was a duplex that I occupied for a while and the other was formerly a primary residence) but neither meets the 2/5 primary residence exclusion. Neither property was 1031d. We think we have it all sorted out and factored back in depreciation recapture etc but could use some expertise from someone who works with these types of tax returns frequently to make sure we have everything sorted correctly.

our tax situation looks like:

- Jointly filing, married two kids under 6, live in ME

- W2 income. One in state, one remote and coming from a different state, + part time income that is 1099 from another state

- Stock income short term

- 2 property sales that were previously primary residence (complicated depreciation recapture etc..)

If you think you can help and would be willing to spend an hour or so with us for a fee to review everything before we finalize these filings in the next week or so please get in touch.

TIA

[Luca Mastrangelo]

Quote from @Nate Meeker:

@Ahad Ali - it sounds like Luca would like you to help them file their taxes on their own. In other words, just review and advise. 

Do you do this? Just curious how you provide ad hoc services like that and sustain a practice. I've always been intrigued in providing something like this. Just hard since it's not recurring revenue like an annual client.  

Yea that's right. I need someone who's an expert in this area to look at my summary and them spend an hour with me answering some specific questions. I need someone who's very knowledgeable about capital gains on these properties that were once primary then rentals and not 1031d along with a few specific questions about income earned in other states while living in Maine.