When a Home Sale is Taxable, Part 2

If fortunate enough to sell a home for more than the total gain exclusion, there is also a need to know how much the total gain is. Determining the sale price is easy, that’s the sale price listed at the top of the purchase and sale statement or the HUD-1 form...

Due to coronavirus health and safety concerns, we have suspended all in person meetings.

We are asking that you use our secure portal, conventional mail or the dropbox in front of our office for the exchange of documents.

The tax deadline for filing and payments has been extended to July 15, 2020.

The IRS put out this Q&A regarding the change in due date from April 15th to July 15th. This is a really helpful read that addresses many of the questions we’ve received. Click here to read >