NEW CLIENT QUIESTIONNAIRE

Before we do anything else, I need to know who you are. This isn't just data entry; it’s how I figure out what deductions you’re missing.

STAY ORGANIZED

Your Google Drive Stop losing receipts in shoeboxes. We use Google Drive to keep your documents live, secure, and accessible 24/7. Here is how to maintain your folder so we are always audit-ready.

Capital Gains Harvesting

Tax Loss Harvesting" sounds complex, but the goal is simple: use your bad investments to lower the tax bill on your good ones. Don't try this alone. We will hop on a Google Meet, share screens to look at your portfolio, and I will give you a direct assessment of whether this strategy is worth your time this year.

AUDIT PROTECTION

When you file your individual returns with John Boyd CPA, you automatically get Audit Protection for that tax year.

Stop Guessing Your Bill

Waiting until the deadline to find out what you owe is a terrible strategy. If you are self-employed or have complex income, we don't guess—we calculate.

Rental Properties

You Handle the Tenants. I’ll Handle the Schedule E. Owning rental property is great for wealth building, but the tax rules for depreciation, repairs, and improvements are tricky. Don't leave money on the table or risk an audit by guessing.