01

Individual Tax Preparation

Federal & state filing for professionals and high earners.

We prepare individual federal and state returns for clients who have outgrown the storefront tax shop — professionals, executives, and families with W-2 plus equity compensation, K-1s, rental income, brokerage activity, and multi-state exposure.

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Who It's For

A fit for clients who need…

  • Salaried professionals with RSUs, ISOs, or ESPP activity
  • Households with brokerage accounts and capital gains
  • Owners of rental property or short-term rentals
  • Multi-state filers and recent movers
  • Families coordinating dependent and education credits
What's Included

Scope of work

  • Federal 1040 with all required schedules
  • All applicable state and local returns
  • Equity compensation reconciliation (RSU, ISO, ESPP, NQSO)
  • Capital gains, dividend, and interest analysis
  • Itemized vs. standard deduction optimization
  • Encrypted document portal and e-file confirmation
Engagement

How we work this engagement.

01

Engage

Brief intake call, engagement letter, and secure portal invite.

02

Organize

We collect documents, reconcile equity comp, and flag missing items.

03

Prepare

Return drafted by a principal advisor with a written planning summary.

04

File

You review, sign electronically, and we e-file federal and state.

Frequently Asked

Common questions.

Do you handle multi-state returns?+

Yes. Multi-state allocations, part-year residency, and reciprocal-state credits are part of every applicable engagement.

Can you amend a return prepared by someone else?+

Yes. We routinely amend prior-year returns and represent clients during follow-up notices.

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02

Self-Employed & 1099 Strategy

Quarterly planning, deduction architecture, and entity guidance for consultants, creators, and gig professionals managing complex income.

03

Wills & Trusts

Thoughtful estate planning to protect your family's future — from simple wills to revocable trusts, with integrated tax strategy built in.

04

Amendments & IRS Resolution

Discreet representation for amendments, extensions, notices, and back-year filings — handled directly by a principal advisor.