How is Investment Income Taxed?
What do we mean by investment income? Let’s start there I suppose. Investment income primarily refers to interest income, dividends, and capital gains. These are
September 14, 2023
I used to do my taxes myself using a software. In the last couple of years, however, my taxes became more complex due to a health crisis. Casey was recommended as a tax accountant that could help, and he did...a lot. He has handled my taxes and helped me with recommendations to avoid and/or prepare for negative financial consequences. He is efficient and thorough and his customer service skills are great. Hoping that my taxes become more simple, however, I will continue to utilize his services as it makes that time of the year much easier to take. Thanks for all of the help Casey!
We have been using Casey for our business accounting and taxes, as well as our personal taxes, for over two years. He is one of those rare tax accountants who has all the knowledge but can still speak to his clients in layman's terms. We find Casey to be collaborative, proactive, trustworthy, and easy to work with. Highly recommend! Did I mention reasonably priced?
I highly recommend Casey for personal / business tax and accounting services. He is a skilled professional who goes above and beyond to provide excellent customer service and timely feedback as well. I appreciate his thorough and efficient work that is customized for specific client needs.
Casey is an extremely competent accountant. Efficient, affordable and thorough. He is a pleasure to work with and I would highly recommend his services.
I have been using Casey as my accountant for my painting business for the last year and I can’t tell you how great he is with his services. Always quick to respond if I have any questions and gives me my monthly financial statements so I can see where my business is heading. Definitely deserves the 5 stars. Highly recommend.
You can tell Casey cares about his clients, you are not just another number in his book of business. The quality/service provided makes the price he charges a no-brainer. Not to mention the cooler in his office is always stocked. I hope Casey does this for a long time because I don't plan on ever finding a new CPA/Tax Expert.
We selected Casey to be our tax expert and manage our bookkeeping this past year and couldn't be more thrilled with his services. He always makes time for our questions and give us peace of mind with his expert tax knowledge. Highly recommend him for all your business and personal tax needs!
I found Casey Moss doing a google search. I was late filing taxes past the deadline without an extension because my previous accountant dropped the ball on me and didn’t take care of my business taxes. Anxious that I needed to take care of my taxes because have never been late, luckily Casey was there to handle my situation and put me at ease. He was professional, responsive, attentive to details and quick on processing my taxes. Casey is very knowledgeable and gave me great advice about my taxes and what is the best way to file taxes for my business. An experience that was informing, educating and professional all the way. Casey is reliable and you can trust him to take care of your individual or business taxes without missing a beat. Based on that I will be filing taxes with Casey Moss moving forward. I referred my parents to him and would refer anyone else to him. Thank you Casey!
Casey is the best accountant I've worked with to date. He's responsive, patient, and efficient. He does my bookkeeping and has saved me more time (and taken away a lot of stress). He is worth every penny. I find myself trying to "do better" so that I can stay in line with his standards of excellence. THANK YOU, CASEY!
Casey was incredibly professional and knowledgeable when doing my personal tax return. Got my return in about 10 days and it couldn't have been an easier process. Very reasonable pricing for what is offered and I would recommend his services to anyone needing help with their taxes!
