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Tax Preparation for Investors.

Investment and Property Income Tax Preparation

Managing investments can build wealth, but it also adds complexity at tax time. Whether your income comes from rental properties, stocks, dividends, or other sources, e-Tax Xpress helps you stay compliant while maximizing your after-tax returns.

Why It Matters

IRS reporting rules for investments are strict, and even small errors can lead to penalties or audits. By carefully tracking basis, sales, and reinvestments, you can often reduce taxable gains and keep more of your earnings. Reporting every source of income also ensures full compliance and avoids raising red flags with the IRS. Most importantly, accurate filings help protect your eligibility for mortgages, loans, and future investment opportunities by showing a clear and reliable financial record.

Types of Investment Income We Handle

  • Rental Properties – Schedule E reporting for single-family homes, multi-units, vacation rentals, and commercial property.

  • Capital Gains and Losses – Reporting sales of stocks, bonds, mutual funds, or other assets.

  • Dividends and Interest – Properly categorizing qualified and nonqualified dividends, savings interest, and bond income.

  • Cryptocurrency and Digital Assets – Reporting sales, trades, or staking income in compliance with IRS guidance.

  • Retirement Income – Distributions from IRAs, pensions, and annuities, including required minimum distributions.

  • Partnerships and Trust Income – K-1 reporting for pass-through investments and estate-related income.

What’s Included in Our Service.

✓ Rental Income Reporting
We accurately report all rental income, including long-term and short-term rentals, to meet IRS requirements.

✓ Deduction Maximization
We identify every eligible expense such as mortgage interest, repairs, insurance, property taxes, utilities, management fees, and more.

✓ Depreciation Schedules
We ensure your property is depreciated correctly for maximum long-term tax benefits.

✓ Multi-Property and Multi-State Filings
If you own multiple rentals or properties in different states, we handle all filings seamlessly.

✓ Capital Gains and Losses
We calculate and report gains or losses from the sale of stocks, bonds, real estate, or other assets to minimize taxable income.

✓ Dividend and Interest Income
We correctly report qualified and ordinary dividends, savings account interest, and bond income to ensure compliance.

✓ Cryptocurrency Transactions
We assist with reporting sales, trades, staking income, or digital asset gains under IRS guidelines.

✓ Retirement and Investment Accounts
We handle distributions from IRAs, pensions, annuities, and brokerage accounts, including required minimum distributions.

✓ K-1 Partnership and Trust Income
We manage reporting for pass-through income from partnerships, S corporations, and trusts.

Common Deductions & Credits We Review.

Property Expenses – Mortgage interest, repairs, insurance, property taxes, utilities, and management fees for rental properties.

Depreciation – Proper schedules for long-term rental or commercial property assets.

Capital Loss Offsets – Using losses from stock, bond, crypto, or property sales to reduce taxable gains.

Investment Advisory Fees – Where eligible, deducting certain fees tied to portfolio management.

Home Office Deduction – If you manage your investments as a business activity, part of your home expenses may qualify.

Retirement Contributions – Tax savings for contributions to IRAs or other retirement accounts.

Energy Efficiency Credits – For qualifying improvements on investment property or real estate.

State and Local Taxes – Deductible property or investment-related state taxes where applicable.

How It Works.

1. Upload Your Documents
Securely send us your tax forms such as W-2s, 1099-DIV, 1099-INT, 1099-B, 1099-R, K-1s, mortgage interest statements, property tax records, and any other investment or rental documentation.

2. We Maximize Your Benefits
Our team reviews all your information to make sure every eligible deduction, credit, loss offset, and depreciation schedule is applied for the best possible outcome.

3. File and Get Your Refund
Once you approve your return, we e-file it directly with the IRS and state agencies. Refunds are sent securely by direct deposit or check, depending on your preference.

Pricing.

Service TypeWhat’s IncludedStarting Price
Rental Property Tax FilingSchedule E reporting for single or multiple properties, expense deductions, and depreciation schedules$250
Multi-Property / Multi-State FilingAdditional schedules for multiple rentals or properties across state lines+$100 per property/state
Capital Gains and LossesReporting sales of stocks, bonds, crypto, real estate, or other assets with basis tracking$175
Dividend and Interest IncomeReporting qualified and ordinary dividends, savings account interest, CDs, and bond income$150
Cryptocurrency TransactionsReporting sales, trades, and staking rewards in compliance with IRS guidance$200
Retirement Income ReportingIRA, pension, and annuity distributions, including required minimum distributions$150
K-1 Income (Partnerships, Trusts, S Corps)Reporting income and deductions passed through from investment partnerships or trusts$175
Comprehensive Investment PackageFull review of all investment types (real estate, securities, crypto, K-1s, retirement) with tax strategy consultation$595

Why Choose e-Tax Xpress?

• Experience with all types of investments including rental properties, stocks, bonds, dividends, cryptocurrency, retirement accounts, and more.
• Complete and accurate depreciation tracking for real estate and investment assets.
• Transparent pricing with no hidden fees so you always know what to expect.
• Year round support for questions, tax planning, and IRS notices.

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