Individual Tax
Personal returns handled with the same rigor as business filings. A household return can carry as much complexity as a company one, and it is treated that way.
What the engagement covers
The personal return is read as a whole, not as a stack of forms to be entered.
Individual returns and schedules
Federal and state returns with the schedules the year actually requires.
Multi-state residency
Part-year and dual-state situations resolved before the returns are filed.
Investment and equity compensation
Stock compensation, sales, and basis handled with the documentation retained.
Estimated payments
Payments planned across the year so the balance due is known in advance.
A good fit if
- You moved between states, or earn in more than one.
- Your income comes from more than a W-2.
- You want the same rigor a business return receives.
How it runs
Documents move through the encrypted client portal, never unprotected email. Inquiries get a reply within one business day. Every engagement is handled under CPA licensure and the confidentiality standards of the AICPA Code of Professional Conduct.
Client portal