Tax Services

Kasey's Tax Services!
税务服务

Tax law is complex — especially if you own a business. Your time is better spent with family or focused on growing your business. That’s where I come in. I specialize in tax preparation and planning, and I know the regulations and compliance requirements like the back of my hand. Whether you need help with individual or business taxes, I’ll make the process smooth and stress-free.

税法复杂,尤其是当您拥有一家企业时。您的时间更应该花在陪伴家人或专注业务发展上——这正是我能为您提供帮助的地方。我专注于税务申报与规划,对各项法规与合规要求了如指掌。无论您需要处理个人税务还是企业税务,我都能为您简化流程,让整个过程顺畅且无压力。

Whether you're up against a tax deadline, planning for the future, or dealing with an unexpected audit, I'm here to help. My goal is to simplify the process, save you time, and help you keep your money in your pocket — all while staying fully compliant!

无论您正面临报税截止日期、进行未来税务规划,还是应对突如其来的审计,我都能为您提供支持。我的目标是简化流程、节省您的时间,并帮助您合法合规地将更多资金留在自己口袋中。

Business Tax Services

  • Federal and State Income Tax (S-Corp, C-Corp, LLC, Partnerships)
  • 联邦与州所得税申报 (S-Corp, C-Corp, LLC, Partnerships)
  • Sales and Use Tax
  • 销售与使用税
  • International Tax
  • 国际税务
  • Business Registration
  • 企业注册
  • Corporate Tax Planning
  • 公司税务规划
  • IRS and FTB Audit Support and Representation
  • 国税局(IRS)与加州税务局(FTB)审计支持与代理
  • Tax Advisory
  • 税务咨询

Individual Tax Services

  • Federal and State Income Tax
  • 联邦与州所得税
  • Retirement Funds, Investments, and International Income
  • 退休金、投资及海外收入
  • Filing Amendments or Extensions
  • 报税更正与延期申请
  • Tax Planning
  • 税务规划
  • IRS and FTB Audit Support and Representation
  • 国税局(IRS)与加州税务局(FTB)审计支持与代理
  • Tax Advisory
  • 税务咨询

Ready to simplify your taxes? Let’s connect and build a customized tax plan for your situation!
准备好简化您的税务了吗?欢迎联系我,我们将为您量身定制专属的税务规划方案!

Tax FAQ
税务常见问题

This is one of the most common questions I get now!
这是我现在最常被问到的问题之一!

Bottom-line, you must report cryptocurrency activities on your taxes if you're a U.S. taxpayer.
简而言之,如果您是美国纳税人,您必须在报税时申报加密货币相关的活动。

The IRS classifies crypto as property. This means every transaction you make, whether trading, selling, or earning rewards, needs to be reported. This is a legal obligation, and failure to report it could lead to serious consequences such as tax audits, penalties, and even criminal charges.
美国国税局(IRS)将加密货币视为财产。这意味着您进行的每一笔交易,无论是买卖、兑换还是赚取奖励,都必须依法申报。这是法定义务,若未申报,可能会导致严重后果,例如税务审计、罚款,甚至刑事指控。

If you're using an official platform, such as Coinbase or Robinhood, they usually send you a Consolidated 1099 Tax form that includes your crypto transactions. Just send that to me, and I can take care of the rest!
如果您使用的是官方交易平台,例如 Coinbase 或 Robinhood,这些平台通常会寄送一份合并的 1099 税务表格,涵盖您的加密货币交易记录。只需将这份表格交给我,剩下的就交给我来处理!

This is a topic that I am personally familiar with!
这个主题我本人非常熟悉!

I'll provide a quick list, but quite a lot can be deducted. These regulations change often as well, so make sure to check back for updates. Also, keep in mind, the more you claim, the more likely you will be audited, and consequently, the more proof you will need to provide.
我会提供一个简要清单,但实际上可扣除的项目非常多,而且这些规定经常变动,所以请务必定期关注最新信息。同时请记住,您申报的扣除项目越多,被审计的几率也可能越高,届时您需要提供相应的证据和文件来支持您的申报。

Mortgage, Rent, or Lease Payments
Utilities
Office Supplies
Software & Subscriptions
Business Insurance
Vehicle & Travel
Marketing & Advertising
Professional Services
Education & Training
Meals & Entertainment
Depreciation & Equipment
Taxes & Licenses
and much more...

房贷、租金或租赁费用
水电等公共事业费
办公用品
软件与订阅服务
商业保险
车辆与差旅开支
市场营销与广告费用
专业服务费用(如会计、法律等)
教育与培训支出
商务餐饮与招待费用
折旧与设备开支
税费与各类执照费用
以及更多其他可扣除项目…

If you're working with me, I’ll review every receipt, invoice, and expenses to make sure we find every deduction — all while staying fully compliant with regulations!
如果您选择与我合作,我将仔细审核每一张收据、发票和开支,确保不漏掉任何可扣除项,同时严格遵守相关法规,确保合规申报!

Individual Tax Returns (Form 1040): April 15 Each Calendar Year (Extended to October 15 if you file an extension.)
个人所得税申报(表格 1040):每年日历年的截止日期为 4 月 15 日。(如申请延期,截止日期可延长至 10 月 15 日。)

S-Corporations & Partnerships (Forms 1120-S & 1065): March 15 Each Calendar Year
S 型公司与合伙企业申报(表格 1120-S 与 1065):每年日历年的截止日期为 3 月 15 日。

C-Corporations (Form 1120): April 15 Each Calendar Year
C 型公司申报(表格 1120):每年日历年的截止日期为 4 月 15 日。

California Franchise Tax (LLCs, Corps, etc.): April 15 Each Calendar Year
加州特许经营税(适用于有限责任公司、公司等):每年日历年的截止日期为 4 月 15 日。

Just like most tax laws, there isn't a simple "yes" or "no" answer. It's based on marital status and age. Here is the breakdown of when you should file a tax return:
就像大多数税法问题一样,这个问题并没有简单的“是”或“否”的答案。是否需要报税取决于您的婚姻状况和年龄。以下是您应考虑申报所得税的基本标准:

Single Person (单身人士)

    • Under 65: $14,600 or more.
    • 65 or Older: $16,550 or more.

Married - Filing Jointly (已婚人士 — 联合申报)

    • Both Spouses Under 65: $29,200 or more.
    • One Spouse Under 65, One 65 or older: $30,750 or more.
    • Both 65 or older: $32,300 or more.

Married - Filing Separately (已婚人士 — 分开申报)

    • $5 or more, regardless of age.

Head of Household (户主)

    • Under 65: $21,900 or more.
    • 65 or Older: $23,850 or more.

Qualifying Surviving Spouse (符合条件的丧偶配偶)

    • Under 65: $29,200 or more.
    • 65 or Older: $30,750 or more.

Even if your income falls below these thresholds, you may still be required to file a return in certain situations, such as if you had net earnings from self-employment of $400 or more, owe special taxes (like Alternative Minimum Tax or Social Security/Medicare tax on unreported tips), or received distributions from a health savings account.
即使您的收入低于上述门槛,您在某些情况下仍可能需要提交报税表。例如,如果您有 $400 或以上的自雇净收入,或者您需要缴纳特殊税项(例如替代性最低税,或因未申报的小费而产生的社会保险税或医疗保险税),又或者您从健康储蓄账户中提取了分配金额,这些都可能使您有申报义务。因此,建议根据您的具体情况进行专业评估。

SUMMARY: If your income is below a certain threshold, you may not be legally required to file — but it’s often still a good idea. You may fall into a special ctegory, or you might even qualify for a refund or tax credits.
总结:如果您的收入低于特定门槛,您可能在法律上无需报税——但在很多情况下,仍然值得申报。您可能属于某些特殊类别,或者可能有资格获得退税或税收抵免。

Here is a quick list:
以下是一个简要清单:

  • Personal Information (Marita Status, Dependents, Employment, etc.)
  • 个人信息(婚姻状况、受扶养人、就业情况等)
  • Financial Documents (W-2, 1099, 1098, Schedule K-1, etc.)
  • 财务文件(W-2、1099、1098、Schedule K-1 等)
  • Stock Trading
  • 股票交易
  • Real Estate Transactions
  • 房地产交易
  • Large Purchases, Sales, or New Debts
  • 重大购买、出售或新增债务
  • Changes to Retirement Funds
  • 退休金账户的变动
  • Educational Credits
  • 教育类税收抵免

Of course, everyone's situation is different. If you own a business, or work as a contractor, it can become quite complicated. Don't worry though! This is where I come in.
当然,每个人的情况都不同。如果您拥有一家企业,或者作为独立承包人工作,税务处理可能会变得相当复杂。但别担心!这正是我可以帮上忙的地方。

I have some simple questionnaires, and as we get to know eachother, I will ask all the important questions. Also, clean books or a copy of the previous year’s tax return will help a lot!
我准备了一些简单的问卷,在我们逐步了解您的具体情况时,我会询问所有关键问题。此外,若您能提供整洁的账目或前一年的报税副本,也将对整个过程大有帮助。