Crystal McMahon

Great Life Investing

Tax Services

Introducing Crystal McMahon Tax Services

Consider Crystal McMahon Your Tax Advisor.

What is Tax Planning and Why Do You Need a Tax Plan?

Many of the most important financial decisions you’ll make in your life have tax consequences. Whether the decision is personal or for your business, Tax planning is essential to ensure you are not paying more taxes than necessary. Having Great Life engaged in your tax planning helps ensure that you’re not creating a tax bomb as you make those financial decisions. This kind of proactive tax planning may have an immediate impact, or it may have even more of an impact far in the future.

What is an Enrolled Agent?

Enrolled Agent is the highest credential that the IRS awards, and unlike CPAs, they are admitted to represent taxpayers before the IRS in any state or US Territory. And to maintain their status, they must take 72 hours of additional tax and ethics training every three years to keep them updated on tax law and regulatory changes.

Our Enrolled Agent, Crystal McMahon, helps you formulate solutions and make recommendations on a myriad of tax issues. She can also translate personal and business goals into targeted action steps designed to maximize your unique or tax position.

Below you will see our areas of tax expertise. If you don’t see what you need below, please ask us. We can help or know someone who can!

Services for Successful Individuals and Families

Working closely with vetted legal professionals, we provide high-income and high-net-worth people with complex Estate, Gift, and Charitable Gift tax planning. Additionally, we counsel high-level executives and individuals with concentrated stock positions and/or stock options on the tax consequences of holding, exercising or selling.

Services for Business Owners and Real Estate Investors

Business owners need a lot of tax planning! With decades of experience, we advise clients on Federal and state business income tax topics. These may include plans for acquiring a business or business assets, or selling. Tax consequences for real estate transactions. Advice on business valuations and succession planning.

We can also help the business owner with their personal tax planning and the impact of income, deductions, contributions, and investments into the business.

Tax Preparation and e-Filing Services

Crystal McMahon’s preparation and e-filing services are tailored for individuals and families with complex tax issues that require additional expertise and planning. These can include stock options, investment real estate, concentrated stock positions, royalties, or private investment holdings, to name a few. We also can handle the taxes for trusts, estates, and businesses.

We’d love to talk to you about your situation! Feel free to reach out to us, maybe we can help you get a better night’s sleep!

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