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Small business tax preparer: JERRY COLE
- Available Virtually
- 12 years experience
- Master Tax Advisor
- Small Business Certified
- Enrolled Agent
With 12 years of experience as an H&R Block tax pro, JERRY enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, JERRY stays sharp with an average of 32+ hours of training per year and brings additional experience as an Enrolled Agent (EA). JERRY specializes in tax planning, clergy, foreign income and more.
How filing with your tax pro works
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Take a pic of your tax docs and send to your pro online or through the MyBlock app.
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Work with your tax pro in a tax office or connect via chat, phone, or video.
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Let your tax pro do the rest
Just review and approve your return when it's ready.
Tax offices JERRY works in
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JERRY can help with:
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Tax Planning
Work with a tax pro to build a tax strategy that fits your unique situation and financial goals.
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Clergy
Clergy have dual tax status as both employees and self-employed individuals. Since a church does not withhold taxes, clergy are responsible for paying taxes as self-employed people.
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Foreign Income
Foreign income sources like wages, interest from a bank account, payouts on a stock, or rental income are all taxable in the U.S.
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Investments
Investment income can include buying low/selling high, stocks and bonds, and capital losses.
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Small Business Advanced Certified
Proprietorships, C corps, and S corps all file yearly taxes, but the forms used to file depend on the way the business is set up.
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Estates and Trusts
The estate tax involves the right to transfer property at one’s death. A trust allows a third party to hold assets on behalf of a beneficiary or beneficiaries, with various tax rules for income.
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Retirement
Retirement income, pensions, and annuities can change the way you file your taxes.
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Charitable giving
Donations made to qualified charities can be deducted to reduce taxable income.
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Multi-state income
This usually happens when tax payers work across state lines or have lived in multiple states in a tax year.
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Loss from disasters
If a disaster loss is not reimbursed by insurance or other means, you can deduct it on your taxes.
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Audits or IRS/state notices
This includes tax audits and notices from the IRS that say there’s an unpaid balance or issue with your return.
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Military
Members of the U.S. Armed Forces have special tax situations and benefits based on things like disability status and combat service.
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Rental Income
Rental income is taxed at standard income tax rates, but you can also deduct the costs of buying and improving a rental property.