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davidjelinekk

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• 5 skills
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• 12 hours ago last updated

1. ▌
   Tax Audit Risk · davidjelinekk bundle

   IRS audit risk assessment skill that scores tax returns for audit probability, identifies specific red flags with quantified thresholds, calculates penalty exposure, and recommends documentation improvements. Covers 30+ audit triggers including Schedule C deduction ratios, charitable donation percentages, home office claims, vehicle use, S-Corp reasonable compensation, hobby loss rules, related party transactions, crypto reporting, and Illinois-specific triggers. Uses weighted risk scoring (1-100 scale) with letter grades. Triggers on: audit risk, IRS audit, audit probability, red flags, audit triggers, DIF score, penalty, penalties, audit defense, documentation, statute of limitations, hobby loss, reasonable compensation, audit exposure, tax risk, compliance risk, IL audit.
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   Tax Bookkeeping · davidjelinekk bundle

   Personal and SMB bookkeeping skill for transaction categorization, chart of accounts management, record-keeping compliance, and tax-aligned financial organization. Maps expenses to IRS Schedule C/Form 1065/1120-S lines. Covers 1099 issuance tracking, home office and vehicle expense tracking, quarterly review checklists, and multi-LLC consolidated bookkeeping. Use when categorizing business expenses, setting up books, reconciling accounts, or preparing financial records for tax filing. Triggers on: bookkeeping, categorize expenses, chart of accounts, transaction categorization, record keeping, 1099 tracking, reconciliation, expense tracking, receipt management, financial records, business expenses, deductible expenses.
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   Tax · davidjelinekk bundle

   Comprehensive personal and SMB tax management suite for bookkeeping, tax preparation, tax optimization, and IRS audit risk assessment. Covers federal and Illinois state taxes, LLC/S-Corp entity structures, pass-through entity taxation, estimated payments, and multi-entity coordination. Triggers on: tax, taxes, bookkeeping, tax prep, tax preparation, tax planning, tax optimization, deductions, IRS, audit risk, estimated taxes, quarterly taxes, Schedule C, 1099, W-2, K-1, LLC tax, S-Corp, QBI, SALT, depreciation, Section 179, home office deduction, mileage deduction, child tax credit, 529 plan, tax return, tax filing, IL tax, Illinois tax.
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   Tax Prep · davidjelinekk bundle

   Tax preparation skill for personal and SMB/LLC tax return filing. Guides document gathering, form selection, multi-entity filing coordination, and IL state return preparation. Covers Form 1040, Schedule C, Form 1065, Form 1120-S, Schedule K-1, Form 8829, Form 4562, IL-1040, IL-1065, and 20+ supporting schedules. Handles filing status determination, extension filing, amended returns, and the IL 120-day federal change reporting rule. Triggers on: tax preparation, tax filing, tax return, file taxes, forms needed, document checklist, what forms, Schedule C, 1065, 1120-S, K-1, extension, amended return, IL-1040, IL-1065, filing deadline, tax documents, W-2, 1099, tax preparer.
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   Tax Optimize · davidjelinekk bundle

   Tax optimization and planning skill for personal and SMB/LLC taxpayers. Covers S-Corp election analysis with break-even calculations, S-Corp operational playbook (accountable plan, Augusta Rule, fringe benefits, distribution planning), retirement plan comparison (SEP IRA, Solo 401k, defined benefit), QBI deduction optimization, Illinois PTE tax election, SALT optimization, Section 179 and bonus depreciation strategies, tax loss harvesting (securities and crypto), charitable giving (bunching, DAFs, appreciated stock), child tax credits, 529 plans (IL Bright Start), year-end planning, estimated tax optimization, multi-LLC structure optimization, hiring children, hiring spouse, dependent care FSA, kiddie tax, and education savings. Uses post-OBBBA (2025) tax law. Triggers on: tax optimization, tax planning, tax savings, tax strategy, reduce taxes, save on taxes, S-Corp election, reasonable salary, retirement plan, SEP IRA, Solo 401k, QBI deduction, Section 199A, SALT deduction, PTE tax, depreciation, Section 179
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