Why Professional Tax Services

20 Reasons That You Need Professional Tax Help From Putney Klein Associates:

You...

Marry, separate, divorce or your spouse dies.
Gain sudden wealth.
Are self-employed and want all entitled deductions.
Need advice on handling stock options.
Have sold or intend to sell real estate or investments.
Move into or out of California and you owe taxes to two states.
Aren't sure whether to itemize deductions or take the standard deduction.
Pay foreign taxes or hold an investment that is subject to foreign tax.
Support a child, grandchild, or parent who may qualify as a dependent.
You and/or your spouse are nonresident aliens.
Have work that takes you out of the United States.
Have an SEP IRA or Keogh account.
Are (or may become) a trustee, executor, legal guardian or conservator.
Are nearing retirement and own property or other asset that generates low income relative to its worth.
Wish to sell or transfer an asset in a way that minimizes your capital gains tax and leaves you more proceeds for reinvestment and higher retirement income production.
Hold an IRA with a large value.
Are nearing age 70 and are approaching the time when you must begin taking distributions from your IRA.
Wish to consider estate taxes and other variables in determining the size of your IRA distributions.
Win a large prize in the lottery or sweepstakes.
...Just want peace of mind.