TaxWizardUSA prepares and plans taxes for high-net-worth individuals and families whose finances do not fit a simple return — multiple income streams, partnership and S corporation K-1s, rental portfolios, investment income, and filings in more than one state, handled by one office, year-round.
Your personal return prepared in full — Schedule C for business activity, Schedule D for capital gains and losses, Schedule E for rentals and pass-through income, and Schedule SE for self-employment tax, as each applies — with every Schedule K-1 from your partnerships and S corporations reported and reconciled to the returns that issued them, applying the basis, at-risk, and passive-activity limitations that govern each item.
Estimated payments calculated from your actual income as the year develops — business results, investment sales, and rental activity included — so the April balance is planned for rather than a surprise, and underpayment exposure is reduced as the year's facts develop.
When the same office prepares your Form 1065 or 1120-S, the K-1s those pass-through returns produce and the personal return that reports them are prepared together — alongside your Form 1120 where you have a C corporation. Because they are prepared together, the K-1 figures tie directly to the returns that produced them, and a corrected K-1 is picked up and reflected in your filing, reducing the mismatch notices that follow when figures disagree.
Ongoing bookkeeping for your rental properties and investment activity, so the records behind Schedule E and Schedule D are current all year — not reconstructed at filing time. This is recordkeeping for tax preparation — not investment advice or portfolio management.
Income sourced in more than one state — rentals, business interests, or a move during the year — prepared with the nonresident and part-year returns your situation requires under each state's rules, and the credits for taxes paid to other states claimed correctly.
If the IRS or a state sends a notice, we review it with you, prepare the response, and support the resolution — corrections prepared and installment-agreement requests supported through the one office that already knows your full picture.
Planning conversations before decisions are final — a property sale, a business distribution, a significant investment move — so the tax cost is known in advance. We coordinate with your own attorney and financial advisor; legal and investment decisions remain theirs and yours.
Salary, business income, K-1s, dividends, capital gains, rents — each source is simple on its own. Together they interact: one figure changes three others, and a return assembled in pieces misses it.
Partnership and S corporation returns finish late, and their K-1s land weeks after everything else — often after the rest of your documents are ready. Your personal return cannot be final until they are in — and filing without them can mean an extension or an amended return.
Every property has its own income, expenses, and depreciation. Kept in separate files — or in memory — Schedule E becomes a reconstruction project every spring.
Capital gains, dividend income, and — where the income thresholds are met — the net investment income tax turn routine portfolio activity into return complexity, with estimated-payment consequences during the year, not just at filing.
A rental in one state, a business interest in another, a move in between: each state wants its return, and the credits between them have to be claimed correctly so the same income is not taxed by two states where the law provides relief.
Payments based on last year's return can satisfy a safe harbor and still leave a balance due — and in a year when income jumps (a sale, a distribution, a strong business year) they can leave a shortfall against the required installments — and it is that shortfall, not the balance itself, that underpayment penalties attach to.
A notice about a mismatched K-1 or an unreported Form 1099 is usually answerable — with the records to prove it. Answered late or without documentation, a small discrepancy becomes a long correspondence.
Call (954) 352-3927 or send the form below. We discuss your income sources, entities, and states — and quote your fees privately, in writing, before any work begins.
Business returns, K-1s, investment and rental records, and prior-year returns gathered into one file, prepared by one office.
Your returns prepared for accurate, timely filing, estimated payments calculated and scheduled through the year, and planning conversations before major decisions — not after.
Rafael Rodriguez, Jr., MBA is a tax preparer, not a CPA — the CPA is a higher, state-licensed credential. Services requiring a CPA are performed by our licensed CPA on staff.
Tell us about your situation and we will contact you to schedule. Fees are quoted privately after the consultation, based on the complexity of your returns — no fee schedule is published, and requesting a consultation does not obligate you to engage us.
Prefer to talk? Call (954) 352-3927.
Start with a consultation.
Call (954) 352-3927
