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Additional “Done For You” Services Our Firm Provides

There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are additional services that our firm has assisted with in the past, in addition to those which carry a fuller description. We’re happy to help you with any of these services! Send us a note with the form below and we’ll do everything we can to help.

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Can I Use My RMD To Fund A 529 College Savings Plan For My Mobile Grandchildren?

Quick Answer: Yes, you can use your Required Minimum Distribution (RMD) to fund a 529 college savings plan, but you can’t execute a direct, tax-free rollover between the accounts. Instead, you have to first withdraw your annual distribution as ordinary...

Should I Do A Roth Conversion Before Year-End? When Mobile Taxpayers Should Skip It

Quick Answer: You should only do a Roth conversion if your current marginal tax bracket is lower than your projected retirement rate and you can pay the full tax liability with outside, non-retirement cash. If the extra income pushes you into a higher tax...

Do HSA Funds Expire at the End of the Year? Answers from a Mobile Tax Pro

Quick Answer: Health Savings Account (HSA) funds never expire at the end of the year, so there's no use-it-or-lose-it deadline to beat. Your entire balance rolls over automatically on January 1 because you own the custodial account outright.Key...

How To Donate Appreciated Stock to Avoid Capital Gains Tax For Mobile Investors

Quick Answer: Donating your long-term appreciated stock to a qualified charity removes federal and state capital gains taxes and secures an itemized tax deduction for the full fair market value of the shares. To preserve these tax benefits, execute an...

What Taxes Do You Pay in Retirement That Most Mobile Retirees Overlook?

Quick Answer: The most frequently overlooked retirement tax traps are taxable Social Security benefits, Medicare IRMAA surcharges, and forced Required Minimum Distribution (RMD) tax pileups. These hidden costs occur when mandatory RMDs and uncoordinated...

Last Minute Tips for Mobile Taxpayers to File By Extended Tax Day

Quick Answer: To meet the October 15 deadline, pull missing tax records directly from your IRS Online Account and verify your identity using your prior-year AGI or IP PIN. Submitting your e-file before midnight locks in your official timestamp and stops...

How Much Do Independent Contractors Pay In Taxes? Lindsey & Waldo’s Tax Strategies for 1099 Contractors

Quick Answer: How much do independent contractors pay in taxes? Independent contractors typically pay between 25% and 35% of their net profit in total taxes, covering federal and state income brackets alongside the mandatory 15.3% self-employment tax. Because...

What are the IRS Down Payment Gift Rules For a House for Mobile Parents?

Quick Answer: The IRS classifies a down payment for a house as a non-taxable personal gift, which places all reporting obligations on the giver, exempting the homebuyer from paying income tax. Under federal tax law, transferring funds above annual threshold...

Can I File Another Tax Extension After October 15? Answers For Mobile Taxpayers on Extension

Quick Answer: No, you cannot request additional filing time beyond October 15 because federal tax rules strictly cap your individual extension period to six months. Beyond limited legal carve-outs for expats, deployed military personnel, or disaster victims, the...

What Order to Withdraw Retirement Funds For Mobile Retirees

Quick Answer: The baseline withdrawal order moves from taxable brokerage accounts to pre-tax IRAs/401(k)s, finishing with tax-free Roth accounts. However, an optimal strategy dynamically coordinates all income sources (wages ending, Social Security, Medicare...