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Estate Planning Questionnaire

DOCUMENTS WE NEED TO COMPLETE YOUR ESTATE PLAN: Prior Estate Planning Documents – Please bring any previously completed will, trust or other estate planning documents by you or your spouse to your conference. Insurance – Please bring all life insurance policies (or copies) and any insurance study prepared for you to the conference. Gift Tax Returns – If you have

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Form 8829—Business Use of Home Worksheet

Use Form 8829 to figure the allowable expenses for business use of your home on Schedule C (Form 1040 or 1040-SR) and any carryover to 2020 of amounts not deductible in 2019. Open Worksheet: Form 8829—Business Use of Home You must meet specific requirements to deduct expenses for the business use of your home. Even if you meet these requirements,

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Schedule C – Profit and Loss Worksheet

Use Schedule C (Form 1040 or 1040-SR) to report income or (loss) from a business you operated or a profession you practiced as a sole proprietor. An activity qualifies as a business if your primary purpose for engaging in the activity is for income or profit and you are involved in the activity with continuity and regularity. For example, a

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Schedule E – Rental Property Worksheet

Use Schedule E (Form 1040 or 1040-SR) to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in RE-MICs. Open Worksheet: Schedule E – Rental Property

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What Our Clients Have To Say

“I hired Nelson Costa to represent me in a very complicated tax preparation. I felt he was professional and always acted in my best interest and he was always available to answer any questions I had. I would highly recommend Nelson’s tax preparation services.”

by tax client

“I could not have had a better real estate lawyer. Nelson has helped me through a numerous real estate transactions and has always had answers for everything that could possible happen. If you need a great real estate lawyer, please call Attorney Nelson Costa. I tell all my friends and family to use him, because he is that good.”

by R.S – real estate client

“I hired Nelson to help administer and probate my parents estate. This was a very difficult process for me but Nelson made me feel at ease with his knowledge and experience. Both Nelson and his staff were easily accessible. I really appreciated Nelson’s ability to work around my schedule, including after hour phone calls. I was very impressed with his abilities and how he communicated with all parties involved. I highly recommend his services”

by K.D. – estate and probate client

“I needed the honest and straight forward advice of an attorney. Nelson carefully advised me of my options and then represented me in a very professional and competent manner, resulting in the best outcome I could have hoped for in my situation.”

by D.P.

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