Specialized Tax Services
Expert Guidance for Complex Financial Lives
In matters of finance, prudence is paramount, especially when your income spans real estate, digital assets, or multiple states. Standard tax preparation won’t suffice. You need a strategist who understands the nuances of your unique situation.
At MLD Tax, we provide specialized tax advisory services for individuals whose finances go beyond the W-2. Through close collaboration and a foundation of mutual trust, we ensure your complex assets are reported accurately, optimized strategically, and protected compliantly.
Our Specialized Services Include:
Real Estate Investor Tax Planning:
- Depreciation & cost segregation strategies
- Passive activity loss rules
- 1031 exchange guidance
Cryptocurrency Tax Reporting:
- Accurate cost-basis tracking across wallets and exchanges
- IRS-compliant reporting of trades, staking, mining, and NFTs
- Record reconstruction for historical activity
Multi-State Tax Compliance:
- Navigating residency rules and filing requirements
- Apportioning income across states
- Avoiding double taxation
You’ll work directly with you, not a generalist or automated tool. Because when your financial complexity is high, personal responsibility isn’t optionalmit’s essential
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<p><strong>Have complex assets or cross-state income?</strong><br>
<a href="[Calendly Link]" style="color: #000; font-weight: bold; text-decoration: underline;">Book a free consultation</a> to ensure your unique financial life is handled with expertise and care.</p>
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-Real estate investors: depreciation, cost segregation, passive activity rules, 1031 exchanges
-Cryptocurrency holders: trading, staking, mining, NFTs, and historical transaction reconstruction
-Multi-state filers: residency conflicts, income apportionment, and avoiding double taxation
Yes. We specialize in crypto tax catch-up filings, including reconstructing historical transactions across wallets and exchanges. The IRS offers voluntary disclosure programs that can reduce penalties, and we’ll guide you through them safely and compliantly.