KKS Tax Associates, Inc.

About our Practice

With offices in San Francisco and the East Bay the tax professionals at KKS Tax Associates, Inc. specialize in income tax consulting, planning, and preparation for individuals, small businesses and trusts.  Our practice serves taxpayers with stock options, real estate ownership, registered domestic partnerships & same-sex marriages, LLCs, S Corporations, self-employment income, significant portfolio income, and others. 

Karen Stogdill, founder and president, is an Enrolled Agent and a Certified Employee Benefits Specialist.  She has been a frequent speaker on taxation issues and is a sought after expert on same sex taxation.  She has presented at legal conferences (Lavender Law), at law schools (Chapman University), for non-profit organizations (Horizons Foundation, NCLR & Lambda Legal) and at numerous other functions. She served on the Franchise Tax Boards' focus group on registered domestic partnership taxation and Ms. Stogdill has conducted training for other tax professionals through the California CPA Education Foundation.  For her current schedule of speaking engagements see the Events section of our website.

What We Do

At KKS Tax Associates, Inc. our goal is to assess your tax situation and help maximize your tax savings while keeping you in compliance with the applicable tax laws.  We strive to help you better understand and improve your individual tax situation. 

We offer:

• Personalized service
• Attention to detail
• High technical expertise
  

Major changes for 2010 and beyond federal tax returns for Registered Domestic Partners and Same-Sex married couples. 

On May 28, 2010 the Internal Revenue Service issued a Chief Counsel Advisory (CCA 201021050) that recognizes community property rights for California registered domestic partners.

The CCA cites the US Supreme Court cases United States v. Malcolm, 282 U.S. 792 (1931) and Poe v. Seaborn, 282 U.S. 101 (1930), as well as U.S. v. Mitchell, 403 U.S. 190 (1971) and Burnet v. Harmel, 287 U.S. 103 (1932).

The CCA instructs California Registered Domestic Partners that when filing their individual federal income tax returns each partner "must report one-half of the community income, whether received in the form of compensation for personal services or income from property, on his or her federal income tax return".

The CCA applies this ruilng to tax returns filed for 2010 forward and further instructs taxpayers who have filed federal tax returns for 2007, 2008 or 2009 under the previous CCA 200608038 (whereby the taxpayer reported his/her own earned income on his/her own federal tax return) that they may amend their prior year returns if desired, but are not required to do so.  Note that 2007 tax returns are generally closed now and cannot be amended.

If you would like further information regarding this landmark ruling please see our FAQ on Community Property and our Events sections for upcoming seminars.  You can also -- 

Contact Us Today!

Email or call us with your tax needs and questions! admin@taxkaren.com or 415-644-4540.

Please contact us anytime! We look forward to hearing from you.