By audience

Tax preparation by audience

Some tax situations have enough specifics to deserve their own page. Here are the audiences with their own dedicated guidance.

Remote Workers

Cross-state work, convenience-of-employer rules, multi-state filing, home office deductions.

1099 Contractors

Schedule C, self-employment tax, quarterly estimates, and S corporation analysis.

Walmart RSU + ESPP

Vesting taxed as wages, the 1099-B cost basis trap, Form 8949 adjustments, and supplemental withholding shortfalls.

Walmart Vendors + Suppliers

1099-NEC and 1099-K reconciliation, multi-state nexus, UNICAP inventory, and entity-structure selection.

Owner-Operator Truckers

Per diem deduction, Form 2290, IFTA, Section 179 truck depreciation, and quarterly estimates for NWA freight drivers.

Don't see your situation?

Most tax situations are handled through standard services. The audience-specific pages are for situations that have enough nuance to warrant their own guidance.

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Authoritative sources

Federal and state references

Direct links to the IRS, SBA, and state revenue departments cited on this page. Outbound links open in a new tab.

Tax preparation by profession and life situation

Tax returns share a federal Form 1040 structure, but the schedules, deductions, credits, and traps you'll hit depend heavily on how you earn income and what your life looks like. Handled Tax organizes service patterns by client profile.

Current profession-specific pages

1099 contractors and self-employed. Schedule C, self-employment tax, quarterly estimated payments, home office deduction, mileage deduction, S-corp election timing, retirement plan options (SEP, SIMPLE, Solo 401(k)), QBI (Section 199A) deduction, what's deductible and what isn't.

Remote workers and telecommuters. Multi-state filing patterns, convenience-of-employer rule (especially New York), state allocation rules, home office deduction for W-2 employees (limited), moved-mid-year planning, double-taxation state credits.

Common client situations we serve

Small business owners (LLC, S-corp, sole prop). Entity choice review, payroll vs distribution mix for S-corp owners, fringe-benefit treatment, year-end planning.

Real estate investors. Rental property Schedule E, depreciation and cost segregation, REPS status, 1031 like-kind exchanges, short-term rental rules, passive activity loss limitations.

Crypto investors and traders. Form 8949 reporting, Schedule D, cost basis methods, wash sale rules, tax-loss harvesting, staking and airdrop income, NFT and DeFi transactions.

International / expat clients. FBAR, FATCA Form 8938, foreign earned income exclusion (FEIE), foreign tax credit, GILTI, PFICs, ITIN, non-resident returns (1040-NR), treaty positions.

Retirees and pre-retirees. RMD planning, Roth conversion strategy, Backdoor and Mega Backdoor Roth, SECURE 2.0 rules, Social Security taxation, 401(k)/403(b) distribution planning, QCDs.

Ministers, clergy, church staff. Section 107 housing allowance designation and substantiation, SECA self-employment tax wrinkle, church accountable plan, parsonage rules.

Multi-state movers and remote-with-multiple-state-income. Part-year vs full-year vs non-resident, state sourcing, credits, filing order.

RSU and ESPP holders. Vesting timing, supplemental wage withholding adequacy, qualified vs disqualifying ESPP dispositions, cost-basis tracking on RSU shares.

What we don't take on

Tax-court litigation (we refer)

Aggressive offshore structures and listed transactions (we refer to specialists)

Returns for tax-exempt organizations beyond churches and small ministries (we refer)

Trust and estate returns requiring sophisticated planning (we coordinate with estate counsel rather than DIY)

Don't see your situation? Email Amanda — she'll either confirm Handled Tax handles it well, or refer you to someone who does.