The moment you own a business, hold an investment property, exercise equity or earn in more than one state, your personal return stops being a form-filling job. The numbers on it come out of choices about entity structure, distributions, timing and basis that you made long before filing season came round.
We prepare the return and do the planning behind it. Balancing salary and distributions if you’re an owner, timing capital gains, handling equity comp, tracking passive activity and basis, and setting an estimated payment schedule that keeps you out of penalty territory.
What you get
We think like an owner
Your personal and business positions get planned together, because it’s all the same money.
Equity sorted
ISOs, NSOs, RSUs and the AMT hit they can create, modelled before you exercise anything.
More than one state
Residency, sourcing and credit for tax paid elsewhere, all handled properly.
No April shocks
Estimated payments set off a real projection, not last year plus optimism.
Individual Tax
Let's talk about individual tax.
Preparation and planning for business owners, investors, executives and anyone filing in more than one state. The kind of return that’s actually the consequence of decisions made months earlier.