Short-term capital gains
Assets held for one year or less are taxed as ordinary income. We help you understand when short-term gains might be beneficial and how to plan around them.
Core services
Specialist services
Accounting services
Core services
Specialist services
Accounting services
Specialist service
Capital gains taxes don’t have to drain your investment profits. Whether you’re selling securities, real estate or cryptocurrency, we help you plan your capital gains to reduce your tax burden and boost your net returns.
Planning
Whether you’re planning for retirement, managing a diverse investment portfolio or investing in cryptocurrency, the tax on your capital gains can be complex. We simplify the process, so you use every available strategy to minimize your tax while staying compliant with current regulations.
Assets held for one year or less are taxed as ordinary income. We help you understand when short-term gains might be beneficial and how to plan around them.
Assets held for more than one year qualify for preferential tax rates. We help you time asset sales to take advantage of these lower rates.
What we do
Our capital gains tax services optimize your tax strategy and keep you compliant with all relevant regulations. We build a personalized strategy around your financial situation and long-term goals.
We calculate your capital gains accurately so you know your tax liability when you sell assets, with proper cost basis determination and timing to optimize your tax position.
We minimize your capital gains tax through strategies such as tax-loss harvesting, timing asset sales and using available exemptions and deferrals.
We plan your capital gains strategy around your retirement accounts, including IRA conversions and strategic withdrawals, to manage your overall tax burden.
We guide you through complex capital gains rules and compliance requirements, keeping you within legal boundaries while maximizing your tax benefits.
Why us
We specialize in capital gains tax planning and have years of experience with complex tax situations. We stay current with tax law changes and build personalized strategies to maximize your financial outcomes.
Martin & Associates Professional Corporation is rated 5 stars on all major review platforms, including Google, Yelp, Facebook, Angie's List, the Better Business Bureau, TaxBuzz, Thumbtack, Upwork, and Bark.
Speak to a Martin & Associates specialistCore service
After years of serving clients in some of the largest metropolitan areas, our practice has the expertise to navigate your specific regulatory environment and achieve the outcome you want on your return, with professional integrity.
Specialist service
Accurate reporting and tax planning for investors, developers and companies, from mining and staking to NFTs and ICOs.
Core service
Navigating estate, trust, and gift taxation can be a complex process. Let us worry about the details.
Specialist service
We calculate your quarterly payments, help you avoid underpayment penalties and keep your cash flow healthy.
Let us handle your accounting and taxes so you can focus on what you do best.