Marriage, a baby, a new home, a side business. Each one changes your taxes. Tap the one that sounds like you.
When both of you work and leave your old W-4s in place, too little tax is often withheld, and the difference shows up as a bill in April. Updating both W-4s together in your first year prevents that.
What we do: Joint withholding check, joint vs. separate filing comparison, benefits review
Book a Free Consultation →A child can open up new tax credits, childcare benefits, and dependent care accounts through your employer. Get your baby's Social Security number early, since many benefits require it.
What we do: Credits and benefits review, childcare cost planning, 529 education savings
Book a Free Consultation →Mortgage interest, property taxes, closing timing, and whose name goes on the deed can all affect your taxes. If you plan to rent out part of the home, it matters even more.
What we do: Pre-purchase tax review, ownership and titling questions, rental income planning
Book a Free Consultation →U.S. residents who receive large gifts or inheritances from abroad may have to report them to the IRS, even when no tax is due. If you hold accounts in Korea, FBAR reporting may apply too.
What we do: Foreign gift and inheritance reporting, FBAR review, U.S.–Korea coordination
Book a Free Consultation →Unlike a paycheck, 1099 income has no tax taken out. Skipping quarterly estimated payments can lead to penalties on top of the tax.
What we do: Estimated tax schedule, deductions for your side business, simple record-keeping
Book a Free Consultation →A large refund means you lent the government money all year, interest-free. Adjusting your withholding can put that money back in your monthly paycheck.
What we do: Withholding review, updated W-4, savings or retirement plan for the difference
Book a Free Consultation →Start with a $99 review, then choose the plan that fits your household.
A CPA reviews last year’s return: missed deductions and credits, withholding, and a written action list.
$99 is credited toward any plan.W-2 income only, single or couple
Kids, a home, or side income
Business, rentals, stock pay, or foreign assets
Return preparation prices are starting points and depend on complexity. Final fees are agreed in writing before work begins.
We don't hand you a 40-page report. We focus on the handful of choices that matter for your household.
Four simple steps.
Tell us about your household. We'll say which package fits, or if you don't need one.
Usually just last year's return and a recent pay stub, uploaded securely.
We walk you through your plan and give you a written summary in plain English.
We check in during the year, and prepare your return if it's in your package.
Maybe not. If nothing has changed in your life, you may not need a plan this year. We'll tell you honestly on the free call.
Year-Round Planning includes federal and state return preparation. For the other packages, we can add it.
Last year's tax return and a recent pay stub are enough for the first meeting. We'll tell you if anything else would help.
Yes. We work with U.S.–Korea cross-border matters and can explain everything in Korean.
Book a free 30-minute consultation. Tell us what happened, and we'll tell you what it means for your taxes.
Or email us directly at Rkang@ryanktaxlaw.com