Tax Preparation and Consulting, Financial Counseling and Education
Whether you are looking for affordable tax planning and tax preparation or to better your finances, you have come to a good place. JZ Financial Management is owned and operated by Jerry Zeigler an Accredited Financial Counselor®, an Enrolled Agent, and a US Navy veteran. He has been tax planning and preparation since 2011. He has been in the personal finance field since 2010.
Why seek financial counseling? Because you want a change and you are ready to make it happen. Because you would like some guidance for reaching your financial goals. Because you have some questions and you want someone experienced and trained to help with them. I am an Accredited Financial Counselor® and I help people with personal finances in some different ways. I can help you figure out solutions to an immediate financial concern. I can assist with sorting through competing financial priorities, with budgeting, and in determining the right path forward. I can be your partner in navigating that path. I don't sell financial products like insurance or investments. I don't provide investment advice. I am a member of the Better Financial Counseling Network and we focus on Better Finances for Better Living.
As an Enrolled Agent, the highest credential the IRS awards, I have the expertise to prepare your tax returns properly. If you are looking for affordable tax preparation, tax consulting, or tax planning-all done remotely, you in the comfort of your home or while on a road trip- this is the place. I am experienced with preparing tax returns for states all across America. I'm also familiar with preparing returns for multiple states, more than one state for the same taxpayer. I have considerable experience with tax prep for military families. I enjoy making sure taxpayers pay only the income taxes that they are legally required to pay. I enjoy researching and problem solving with tax issues and doing tax planning. If you don't enjoy dealing with taxes-give me the documents and info and I'll make it as painless as possible. But if you want to understand more than just the results, I am happy provide some information and education.
Most often taxpayers receive a 1099-NEC for contract work they did for a company. However, taxpayers with a business, self- employment, or rental property may actually be required to issue a 1099-NEC form themselves under certain circumstances. Military families often have some side income or rental property and if this is the case for you …
There was a change in 1099-K reporting that requires third party payment networks (Paypal, Venmo, etc…) to report transactions for goods or sevices on a 1099-K if they add up to $600 or more for the year. That lower requirement can apply in other cases as well. The 1099-K would go to the recipient of …
Disclaimer: As with most of this series, the focus is on long term rental property income and expenses that are filed as part of an individual tax return as opposed to a business tax return. However most of what I write does apply to short term rentals as well. Nothing in this article should be …