Entity Summary Worksheet
To summarize your multimember LLC, partnership, or corporation’s financial information.
Tax Info Sheet
We’ll need these tax documents and information to file.
Rental Real Estate Worksheet
To summarize income and expenses from a rental unit
Part Year Allocations
To allocate income based on dates of income production and residences.
Freelance Worksheet
To summarize income and expenses for freelance activity (sole proprietor or single member LLC)
Schedule K-1 (Form 1041)
Reports a beneficiary’s share of income, deductions, and credits from an estate or trust for tax purposes.
Your Rights As a Taxpayer
As a taxpayer, you have the right to fair treatment, privacy, and transparency in all tax matters.
Your Federal Income Tax
Filing requirements, deductions, credits, and payment options.
Circular E, Employer's Tax Guide
Circular E (Publication 15) provides IRS guidelines for employers on payroll taxes, withholding, and compliance.
Frequently Asked Questions
If you have any questions, feel free to contact us or schedule a free consultation with our team of experts.
What services does AskHolmes offer?
AskHolmes provides professional tax preparation, financial education, and consulting services designed to simplify your financial life. Whether you need help filing taxes, understanding tax strategies for your business, or building a stronger financial foundation, we meet you where you are and break down the complexities into clear, actionable steps.
What is the process for an individual tax return?
You can request a quote or just reach out directly to thetaxlady@askholmes.info or call 1-786-550-5959. After we have an initial discussion:
- We price quote based on the info provided in the discussion.
- We guide you with any questions or notes along the way.
- We share it with you for your review and answer.
- After the review - you ESign, then we Efile.
- You receive a final copy for your records.
Do I need to have everything organized before I come to you?
Not at all. That’s what we’re here for. Whether your documents are neatly filed or scattered across a shoebox, we’ll help you sort through everything and make sure nothing is missed. Our goal is to take the stress off your plate — you bring the paperwork, we bring the expertise.