Zane provided me great information about selling a home versus renting it and how it affects capital gains. Clear concise explanation and example, plus links to IRS pubs too. This falls in line with the A+ service my family members have received from The Taxman over the years.
October 2025
I had an excellent experience working with Taxman Associates. Both Joe and Deborah were very helpful and provided clear, detailed, and practical advice regarding a complex real estate tax situation, especially around the exclusion rules for home sales. I really appreciated how they broke down the ownership, residence, and look-back tests in plain language, helping me understand exactly what applied to my situation and what to plan for next.
They were knowledgeable, responsive, and thorough—going beyond surface-level answers to make sure I had complete clarity. I’d highly recommend them to anyone who needs expert guidance on real estate or personal... read full review
March 2025
Amazing service! During tax season, Joe took time to explain a fairly complicated issue regarding my real estate holdings. He gave me the answers so I can make some informed decisions. Thank you so much!
Zane provided me great information about selling a home versus renting it and how it affects capital gains. Clear concise explanation and example, plus links to IRS pubs too. This falls in line with the A+ service my family members have received from The Taxman over the years.
I had an excellent experience working with Taxman Associates. Both Joe and Deborah were very helpful and provided clear, detailed, and practical advice regarding a complex real estate tax situation, especially around the exclusion rules for home sales. I really appreciated how they broke down the ownership, residence, and look-back tests in plain language, helping me understand exactly what applied to my situation and what to plan for next.
They were knowledgeable, responsive, and thorough—going beyond surface-level answers to make sure I had complete clarity. I’d highly recommend them to anyone who needs expert guidance on real estate or personal... read full review
Amazing service! During tax season, Joe took time to explain a fairly complicated issue regarding my real estate holdings. He gave me the answers so I can make some informed decisions. Thank you so much!