Individual Returns
Federal and state individual income-tax return preparation, including income from employment, investments, real estate, retirement accounts and other reported sources.
Tax Preparation
Accurate Preparation With the Bigger Tax Picture in Mind
We prepare and file tax returns with attention to the details that carry from one year to the next—and identify planning questions that may deserve attention before future decisions are made.
Preparation services
Tax return preparation for increasingly complex situations
The scope of each engagement is defined in advance based on the returns, schedules, states and tax issues involved.
Business & K-1 Coordination
Return preparation and coordination for business owners and taxpayers with pass-through income, with attention to how business activity affects the individual return.
Multi-State & Complex Items
Review of filing obligations and tax items that may involve multiple states, capital transactions, rental activities, carryovers, depreciation or other complex reporting.
What we pay attention to
Continuity matters
Tax returns often contain items that affect future years. We pay attention to relevant carryovers, elections, basis information, depreciation, prior-year items and other facts that may be important beyond the current filing season.
Planning connection
Preparation can surface future opportunities
If preparation identifies an issue that may benefit from forward-looking analysis, we can discuss a separate tax-planning scope rather than waiting until the next filing deadline.
Tax-return preparation engagements typically start at $1,000. Final fees depend on the returns, schedules, states and complexity involved. A defined scope and fee are provided before work begins.
Looking for tax preparation support?
Schedule an introductory call to discuss your filing needs and whether planning should also be part of the engagement.