Individual Income Taxes

My lens is always engaged on two outcomes:

1. Claiming every deduction and credit we possibly can to minimize federal and state income taxes, and

2. Keeping taxpayers in compliance with their federal and state reporting and payment obligations, to avoid any issue with taxing authorities down the line.

What’s great about the tax code is that both of these objectives can always be worked at the same time.

Overarching any tax project is also my dedication to proactive planning. My clients are always the first to know about my extensive knowledge of tax-advantaged vehicles that can give them a leg up. Whether this means setting up a new retirement account, education funds for their children and grandchildren, Health Savings accounts for medical expenses they are already paying out of pocket, or planning their anticipated charitable giving to be the most advantageous for their tax situation.

My year-round, relationship-focused, case-by-case approach is sought after and my project-based pricing can work with your budget. Please set up your complementary 30-minute consultation today if you think I can help you: https://calendly.com/dixontaxvt

Support for Estates and Trusts

Staying in tax or regulatory compliance for an Estate or Trust is complicated and frustrating without the right experts on your team. For my fiduciary clients, I build relationships with their asset managers and attorneys, I do the adequate research for the tough questions, and I go to bat for them with regulators who put up bureaucratic hurdles.

I take special interest in fiduciary work because it is dignified and important. Trustees and executors need a partner they can trust.

Aside from tax preparation and regulatory representation, my services for Estates and Trusts include bookkeeping, professional reviews of trust compliance, and advisement to executors and trustees.

Small Business Support

While I love my endeavors exploring the tax code, the foundation of my education and continued knowledge lies in accounting. Debits and credits, reconciliations to your bank statements and source documents, and keeping up with your payroll – these are all things I can do.

But what about when it’s year end, and you need to know which vendors require a 1099, and how to get their information? Or when you’re a sole proprietor who maybe wants to elect S-corp treatment – and you want to know when this is a good idea, how to do it, and how to cost-effectively run simple payroll for just yourself after the election has been made?  Or, maybe you’ve purchased some new assets – and you need to know whether they need to be either capitalized or expensed, and how to depreciate them in the most tax-advantaged and tax-compliant way.

As a tax professional, I’ve been acquainted with many talented entrepreneurs and professional bookkeepers who do a good job maintaining the general ledger all year, and at year-end I ask questions, review source documents, and make adjustments to their work so that internal reports match what was reported on returns.  If I’m your bookkeeper, however, there’s a back-and-forth that has been eliminated – and potential longstanding issues with the books are eliminated before they start.

The services I offer for entrepreneurs, startups, and small business include:

• Full charge bookkeeping – Now accepting new clients who would like to contract long-term, regular service. I am proficient in QuickBooks online as well as other online providers.

• Quarterly or mid-year bookkeeping updates for microbusinesses or sole proprietors – For low-volume, low-capital entrepreneurs, sometimes a subscription-based bookkeeping platform isn’t necessary or in the budget, but maintaining an updated file to generate financial reports 1, 2, or 4 times a year is – so I build that file and maintain it periodically, for a lower cost than a subscription to QBO plus my time in data entry would cost.

• One-time or periodic consultations for QuickBooks – Clean-up, or review of bookkeeping best practices

• S Corp elections, LLC filings / articles, EIN issuances, 1099 preparation – Regulatory filings for sole proprietors or entrepreneurs getting started, shifting their tax designation, or staying in compliance

• Tax planning for consequential transactions – Sale of business, sales or purchases of assets

Blog Post Three

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Amet aliquam id diam maecenas ultricies mi eget mauris. At auctor urna nunc id. Eu lobortis elementum nibh tellus molestie nunc non blandit. Dui sapien eget mi proin sed libero. Dolor sit amet consectetur adipiscing elit ut aliquam purus sit. Sed ullamcorper morbi tincidunt ornare massa eget. A condimentum vitae sapien pellentesque habitant. Cras tincidunt lobortis feugiat vivamus at augue. Habitant morbi tristique senectus et. Consectetur purus ut faucibus pulvinar elementum integer enim. Iaculis urna id volutpat lacus laoreet non curabitur. Tellus integer feugiat scelerisque varius morbi enim nunc faucibus. Velit sed ullamcorper morbi tincidunt ornare massa eget. Quis blandit turpis cursus in hac. Elementum facilisis leo vel fringilla. Tincidunt arcu non sodales neque sodales ut etiam sit. Vitae nunc sed velit dignissim sodales ut eu. Et malesuada fames ac turpis egestas integer.

Tortor dignissim convallis aenean et tortor at risus viverra. Vivamus at augue eget arcu. Rhoncus est pellentesque elit ullamcorper dignissim cras. Gravida dictum fusce ut placerat orci nulla pellentesque. Pellentesque elit ullamcorper dignissim cras tincidunt lobortis feugiat. Id aliquet risus feugiat in ante metus dictum. Sagittis vitae et leo duis ut. Diam vulputate ut pharetra sit amet aliquam id diam maecenas. Imperdiet nulla malesuada pellentesque elit eget. Maecenas pharetra convallis posuere morbi leo urna molestie at. Eros donec ac odio tempor orci dapibus ultrices. Et ultrices neque ornare aenean. Interdum velit laoreet id donec. Dolor sit amet consectetur adipiscing elit pellentesque. Eleifend donec pretium vulputate sapien nec sagittis. Facilisi etiam dignissim diam quis enim lobortis. Imperdiet dui accumsan sit amet. Non tellus orci ac auctor augue mauris augue neque gravida. Maecenas sed enim ut sem viverra aliquet. Mauris pharetra et ultrices neque ornare aenean.

Dictum varius duis at consectetur. Sed velit dignissim sodales ut eu. Id leo in vitae turpis massa sed elementum. Eget nulla facilisi etiam dignissim diam quis enim lobortis scelerisque. Sed nisi lacus sed viverra tellus in hac habitasse platea. Amet mauris commodo quis imperdiet massa tincidunt nunc pulvinar. Mauris in aliquam sem fringilla ut morbi tincidunt augue interdum. Fermentum et sollicitudin ac orci phasellus egestas. Maecenas volutpat blandit aliquam etiam. Risus viverra adipiscing at in. Tellus pellentesque eu tincidunt tortor aliquam. Imperdiet sed euismod nisi porta lorem mollis aliquam ut. Quam viverra orci sagittis eu volutpat odio facilisis mauris. Suspendisse ultrices gravida dictum fusce ut placerat orci nulla. Id diam vel quam elementum pulvinar. Neque gravida in fermentum et sollicitudin ac orci phasellus. Mattis aliquam faucibus purus in massa tempor. Pellentesque elit eget gravida cum sociis natoque penatibus. Elementum nibh tellus molestie nunc non blandit massa enim.

Sagittis vitae et leo duis ut diam quam nulla. Sit amet aliquam id diam maecenas. Quam quisque id diam vel quam elementum. Proin sagittis nisl rhoncus mattis rhoncus urna neque. Elementum tempus egestas sed sed risus pretium quam vulputate dignissim. Orci sagittis eu volutpat odio facilisis mauris sit. Lacus laoreet non curabitur gravida arcu. Nulla at volutpat diam ut. Quam quisque id diam vel quam elementum pulvinar etiam. Netus et malesuada fames ac turpis egestas sed. Eget egestas purus viverra accumsan in. Dignissim suspendisse in est ante in nibh mauris cursus. Est pellentesque elit ullamcorper dignissim cras. Amet massa vitae tortor condimentum. Nullam vehicula ipsum a arcu cursus vitae congue mauris rhoncus. Viverra nam libero justo laoreet sit amet cursus sit amet. Libero volutpat sed cras ornare. Odio tempor orci dapibus ultrices in. Leo a diam sollicitudin tempor id.

Sed risus ultricies tristique nulla aliquet enim tortor at. Est placerat in egestas erat imperdiet. Convallis aenean et tortor at. Duis at tellus at urna condimentum. In ornare quam viverra orci. Vulputate mi sit amet mauris commodo quis. Arcu ac tortor dignissim convallis aenean et tortor at. Quis ipsum suspendisse ultrices gravida dictum. Eget velit aliquet sagittis id. Ac tincidunt vitae semper quis. Ac auctor augue mauris augue. Porta lorem mollis aliquam ut.

Blog Post Four

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Amet aliquam id diam maecenas ultricies mi eget mauris. At auctor urna nunc id. Eu lobortis elementum nibh tellus molestie nunc non blandit. Dui sapien eget mi proin sed libero. Dolor sit amet consectetur adipiscing elit ut aliquam purus sit. Sed ullamcorper morbi tincidunt ornare massa eget. A condimentum vitae sapien pellentesque habitant. Cras tincidunt lobortis feugiat vivamus at augue. Habitant morbi tristique senectus et. Consectetur purus ut faucibus pulvinar elementum integer enim. Iaculis urna id volutpat lacus laoreet non curabitur. Tellus integer feugiat scelerisque varius morbi enim nunc faucibus. Velit sed ullamcorper morbi tincidunt ornare massa eget. Quis blandit turpis cursus in hac. Elementum facilisis leo vel fringilla. Tincidunt arcu non sodales neque sodales ut etiam sit. Vitae nunc sed velit dignissim sodales ut eu. Et malesuada fames ac turpis egestas integer.

Tortor dignissim convallis aenean et tortor at risus viverra. Vivamus at augue eget arcu. Rhoncus est pellentesque elit ullamcorper dignissim cras. Gravida dictum fusce ut placerat orci nulla pellentesque. Pellentesque elit ullamcorper dignissim cras tincidunt lobortis feugiat. Id aliquet risus feugiat in ante metus dictum. Sagittis vitae et leo duis ut. Diam vulputate ut pharetra sit amet aliquam id diam maecenas. Imperdiet nulla malesuada pellentesque elit eget. Maecenas pharetra convallis posuere morbi leo urna molestie at. Eros donec ac odio tempor orci dapibus ultrices. Et ultrices neque ornare aenean. Interdum velit laoreet id donec. Dolor sit amet consectetur adipiscing elit pellentesque. Eleifend donec pretium vulputate sapien nec sagittis. Facilisi etiam dignissim diam quis enim lobortis. Imperdiet dui accumsan sit amet. Non tellus orci ac auctor augue mauris augue neque gravida. Maecenas sed enim ut sem viverra aliquet. Mauris pharetra et ultrices neque ornare aenean.

Dictum varius duis at consectetur. Sed velit dignissim sodales ut eu. Id leo in vitae turpis massa sed elementum. Eget nulla facilisi etiam dignissim diam quis enim lobortis scelerisque. Sed nisi lacus sed viverra tellus in hac habitasse platea. Amet mauris commodo quis imperdiet massa tincidunt nunc pulvinar. Mauris in aliquam sem fringilla ut morbi tincidunt augue interdum. Fermentum et sollicitudin ac orci phasellus egestas. Maecenas volutpat blandit aliquam etiam. Risus viverra adipiscing at in. Tellus pellentesque eu tincidunt tortor aliquam. Imperdiet sed euismod nisi porta lorem mollis aliquam ut. Quam viverra orci sagittis eu volutpat odio facilisis mauris. Suspendisse ultrices gravida dictum fusce ut placerat orci nulla. Id diam vel quam elementum pulvinar. Neque gravida in fermentum et sollicitudin ac orci phasellus. Mattis aliquam faucibus purus in massa tempor. Pellentesque elit eget gravida cum sociis natoque penatibus. Elementum nibh tellus molestie nunc non blandit massa enim.

Sagittis vitae et leo duis ut diam quam nulla. Sit amet aliquam id diam maecenas. Quam quisque id diam vel quam elementum. Proin sagittis nisl rhoncus mattis rhoncus urna neque. Elementum tempus egestas sed sed risus pretium quam vulputate dignissim. Orci sagittis eu volutpat odio facilisis mauris sit. Lacus laoreet non curabitur gravida arcu. Nulla at volutpat diam ut. Quam quisque id diam vel quam elementum pulvinar etiam. Netus et malesuada fames ac turpis egestas sed. Eget egestas purus viverra accumsan in. Dignissim suspendisse in est ante in nibh mauris cursus. Est pellentesque elit ullamcorper dignissim cras. Amet massa vitae tortor condimentum. Nullam vehicula ipsum a arcu cursus vitae congue mauris rhoncus. Viverra nam libero justo laoreet sit amet cursus sit amet. Libero volutpat sed cras ornare. Odio tempor orci dapibus ultrices in. Leo a diam sollicitudin tempor id.

Sed risus ultricies tristique nulla aliquet enim tortor at. Est placerat in egestas erat imperdiet. Convallis aenean et tortor at. Duis at tellus at urna condimentum. In ornare quam viverra orci. Vulputate mi sit amet mauris commodo quis. Arcu ac tortor dignissim convallis aenean et tortor at. Quis ipsum suspendisse ultrices gravida dictum. Eget velit aliquet sagittis id. Ac tincidunt vitae semper quis. Ac auctor augue mauris augue. Porta lorem mollis aliquam ut.