Our Services
Tax Services Built for Genealogists
Every service we offer is designed around the unique financial situations that come with genealogy research. No generic tax advice — just deep expertise in your world.
Tax Planning
Proactive tax planning tailored to the unique financial situations genealogists face. We work with you throughout the year — not just at tax time — to minimize your liability and avoid surprises.
- Year-round tax strategy and projections
- Timing of income and deductions for optimal tax outcomes
- Entity structure planning for genealogy businesses
- Retirement and investment planning for self-employed researchers
- Multi-year planning for large inherited estates
- Estimated tax payment scheduling
Genealogy Research Deductions
If you conduct genealogy research as a business or for income, many of your expenses are deductible. We help you identify and document every qualifying deduction.
- Ancestry.com, MyHeritage, and other subscription services
- DNA testing kits (23andMe, AncestryDNA, FamilyTreeDNA)
- Research travel — flights, hotels, mileage to archives
- Professional genealogist fees and consultations
- Books, microfilm, and research materials
- Home office deduction for dedicated research space
Inherited Property & Real Estate
Inheriting property through genealogy research — whether from a recently discovered relative or a long-lost estate — creates complex tax situations we handle every day.
- Stepped-up cost basis calculations
- Estate and inheritance tax filings
- Rental income from inherited property
- Sale of inherited real estate (capital gains)
- Partition actions and co-ownership tax issues
- Historical property valuation documentation
Cross-Border & International Assets
Genealogy research increasingly uncovers international family connections — and with them, complex US tax reporting obligations.
- FBAR (FinCEN 114) filing for foreign accounts
- Form 8938 FATCA reporting
- Foreign inheritance reporting (Form 3520)
- Tax treaty analysis for inherited foreign assets
- Dual-citizenship tax planning
- Foreign real estate and business interests
Professional Genealogist Business Taxes
Running a genealogy business means navigating self-employment taxes, quarterly estimates, and business deductions. We handle it all.
- Schedule C preparation for sole proprietors
- LLC and S-Corp formation and tax elections
- Quarterly estimated tax payments
- Business deduction optimization
- Client contract and income structuring
- Retirement planning for self-employed genealogists
Estate Planning & Trust Taxes
Genealogy research often reveals estate planning needs — especially when previously unknown heirs or assets come to light.
- Trust tax returns (Form 1041)
- Estate tax returns (Form 706)
- Beneficiary tax planning
- Charitable giving strategies for family archives
- Generation-skipping transfer tax
- Coordination with estate attorneys
Genealogy Research to Support Citizenship Applications
Proving ancestry for citizenship — whether Italian, Irish, German, Polish, or another nationality — requires meticulous documentation. We help you understand the tax implications of dual citizenship and guide you through the financial reporting requirements that come with it.
- Tax planning for dual citizens and those acquiring foreign citizenship
- FBAR and FATCA reporting for newly opened foreign accounts
- Foreign tax credit analysis to avoid double taxation
- Renunciation of US citizenship — exit tax planning (Form 8854)
- Coordination with immigration attorneys on financial documentation
- Ongoing compliance for US persons living or banking abroad
IRS Representation & Audit Defense
As an IRS Enrolled Agent, we have unlimited rights to represent you before the IRS — for any tax matter, in any state.
- Audit representation and response
- IRS appeals
- Offer in Compromise negotiations
- Penalty abatement requests
- Installment agreement setup
- Tax lien and levy resolution
Ready to find what you're owed?
Book a free 30-minute consultation. We'll review your situation and show you exactly what Tax Genie can do for you.
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