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Harbor & Pine CPAsAI chat

I have a 3-bedroom home in North Carolina that I want to sell. We lived there for six years, then rented it out for the last two. We bought it for $280,000 and expect to sell for about $430,000. Will the sale be tax-free?

Possibly in part. A former main home may qualify for the federal home-sale exclusion if you owned and lived in it for at least two of the five years before selling. Rental depreciation can still be taxable. The gain also depends on improvements and selling costs.

Ask Jordan to review the dates, rental history and North Carolina treatment before you list.

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Harbor & Pine CPAsAI chat

Hi, I’d like to schedule a meeting with Jordan next week. Is there a time we can talk?

You can use Meeting below to open Harbor & Pine’s scheduling page and choose an available time.

Prefer a particular day? Leave a note for Jordan, or contact the practice by email or phone.

Illustration only. No meeting has been booked.

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Harbor & Pine CPAsAI chat

I want to lease a new EV for my business through my LLC. Can I deduct mileage if the lease is in the company’s name?

A leased business vehicle may qualify for standard mileage. If you choose that method, use it throughout the lease, including renewals, and don’t also deduct lease payments. Keep business-mileage records; ordinary commuting is personal.

Ask Jordan to review how your LLC is taxed, who leases the car and how you’ll use it before you sign.

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Harbor & Pine CPAs
Harbor & Pine CPAs
Clients, 3 chats to reviewFilesUsageSettings

Taylor Morgan

taylor@example.test

Chat summary

Ended
North Carolina home sale

Taylor plans to sell a 3-bedroom North Carolina home for about $430,000, bought for $280,000. Lived there six years; rented it for the last two. Asked if the sale is tax-free. Review exact occupancy dates, adjusted basis, rental depreciation and state treatment before listing.

Referred to your practiceFollow-up open
Client note

I'd like to review the sale before listing. Could we meet next week?

View full transcript
Client context

3-bedroom home in North Carolina.

Lived there six years. Rented it for the last two.

Purchase price
$280,000
Expected sale
About $430,000
Review points
  • Exact occupancy and rental dates
  • Adjusted basis and rental depreciation
  • North Carolina treatment
Follow-up

Pending professional review.

Client asked to meet before listing.

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