When “Reporting Only” is a Good Fit

Author: LSK Consulting Services |

For clients with basic filing needs & simple finances.

If you can check *all* boxes on this list, the Reporting Only option may be a good fit for you.

Tax Services New York

1. Reporting Only

  • You are not self employed. Most of your income is reported on a W2 from your employer.
  • You do not wish to start or join a business in the near future.
  • You do not own (or are a partner in) multiple real estate holdings.
  • You have less than $100k in retirement and/or investment accounts.
  • All your income is earned inside the US.
  • You don’t want/need expert advice to pay the least tax possible.
  • You don’t want/need a partner to help you reach your goals faster