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Tax pro near me: C ALEX PHILLIPS
- Available Virtually
- 10 years experience
- Senior Tax Analyst
- Small Business Certified
With 10 years of experience as an H&R Block tax pro, C ALEX enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, C ALEX stays sharp with an average of 32+ hours of training per year and is genuinely committed to getting you every dollar you deserve. C ALEX specializes in audits or irs/state notices, multi-state income, foreign income and more.
How filing with your tax pro works
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Take a pic of your tax docs and send to your pro online or through the MyBlock app.
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Work with your tax pro in a tax office or connect via chat, phone, or video.
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Let your tax pro do the rest
Just review and approve your return when it's ready.
Tax offices C ALEX works in
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C ALEX can help with:
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Audits or IRS/state notices
This includes tax audits and notices from the IRS that say there’s an unpaid balance or issue with your return.
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Multi-state income
This usually happens when tax payers work across state lines or have lived in multiple states in a tax year.
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Foreign Income
Foreign income sources like wages, interest from a bank account, payouts on a stock, or rental income are all taxable in the U.S.
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Tax Planning
Work with a tax pro to build a tax strategy that fits your unique situation and financial goals.
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Investments
Investment income can include buying low/selling high, stocks and bonds, and capital losses.
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Estates and Trusts
The estate tax involves the right to transfer property at one’s death. A trust allows a third party to hold assets on behalf of a beneficiary or beneficiaries, with various tax rules for income.
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Rental Income
Rental income is taxed at standard income tax rates, but you can also deduct the costs of buying and improving a rental property.
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Retirement
Retirement income, pensions, and annuities can change the way you file your taxes.
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Block Advisors Small Business Certified
Proprietorships, C corps, and S corps all file yearly taxes, but the forms used to file depend on the way the business is set up.