Capital Gains Tax Services

Selling investments, real estate, or other assets often results in capital gains — and that can mean a significant tax bill if not handled strategically. At YM TAX CPA, we help you navigate the complex rules surrounding capital gains so you can minimize your tax liability while remaining fully compliant with IRS and state requirements. Our goal is to ensure you keep as much of your profit as possible, using proven tax-saving strategies tailored to your unique situation.

Understanding Capital Gains

A capital gain occurs when you sell an asset — such as stocks, bonds, real estate, or a business interest — for more than you paid for it. The IRS classifies these gains as short-term (held for one year or less) or long-term (held for more than a year), each with different tax rates. At YM TAX CPA, we carefully analyze your transactions to determine the most favorable tax treatment and identify opportunities to reduce your overall tax burden.

Why Choose YM TAX CPA?

 

  • Expert Knowledge – Our CPAs are well-versed in capital gains tax laws and strategies.
  • Tailored Planning – Every recommendation is customized to your specific financial goals.
  • Proactive Approach – We work with you throughout the year, not just at tax time.

Trusted Guidance – We protect your financial interests while ensuring full IRS compliance.

Capital Gains Tax Calculation

Precise computation of short-term and long-term capital gains based on current IRS rules.

Strategic Tax Planning

Guidance on when and how to sell assets to reduce taxable gains and optimize after-tax profits.

Real Estate Sales & 1031 Exchanges

Tax strategies for selling investment property, including deferring gains through like-kind exchanges.

Investment Portfolio Review

Comprehensive review of your stocks, bonds, and other assets to uncover tax-saving opportunities.

Business Asset Sales

Expert advice on selling business interests, equipment, or intellectual property with minimal tax impact.

Tax-Loss Harvesting

Offset gains by strategically selling underperforming investments.

How We Can Help

We don’t just calculate your taxes — we take a proactive approach to planning. By reviewing your portfolio and timing your sales strategically, we can help you lower your taxable gains. Our team also explores options such as tax-loss harvesting, qualifying for exclusions, or deferring gains through special IRS programs. Whether you’re selling a single property or managing a diverse investment portfolio, we have the expertise to guide you through every step.

Contact Us

Get In Touch With YM TAX CPA