Everything Covered Under This Service
Federal & State 1040 Preparation
Personal returns prepared and coordinated with your business filings.
Schedule C, E & K-1 Income
Self-employment, rental, and pass-through income handled correctly.
Owner + Business Coordination
Personal and business returns aligned so nothing is double-taxed or missed.
Estimated Payments & Withholding
Right-sized estimates and withholding to keep you clear of penalties.
Retirement & Life-Event Planning
Planning around income timing, retirement, and major life changes.
IRS & State Notice Support
We respond to notices and represent you when questions arise.
Multi-State & Part-Year Returns
Residency allocation and filings when you move, work, or earn across state lines.
Stock, RSU & Capital Gains
Equity comp, brokerage sales, and gain/loss harvesting reported and planned for.
Amended & Prior-Year Returns
Corrections and catch-up filings for missed or misfiled prior years.
Frequently Asked Questions
Who needs more than a basic 1040? +
Business owners, landlords, investors, people with equity comp, and anyone with multi-state income. If your return has a Schedule C, E, or K-1, professional help usually pays for itself.
Can you coordinate my return with my business? +
Yes, that is the point of using one firm. We align your K-1, owner comp, and estimates so nothing is double-taxed or missed between the two returns.
How do you handle stock, RSUs, and crypto? +
We report brokerage sales, vesting events, and digital-asset transactions correctly, and plan around them to manage capital gains and avoid surprise liabilities.
What if I moved or worked in several states? +
We prepare part-year and non-resident returns, allocate income by state, and claim credits so the same dollar is not taxed twice.
How can I lower my personal tax bill? +
Through timing of income and deductions, retirement contributions, HSA use, and entity-level planning. We look at your full picture, not just this year’s return.
Do you help with estimated taxes? +
Yes. If you have self-employment or investment income, we calculate quarterly estimates so you stay penalty-free and avoid a big April balance.
What should I do if I get an IRS notice? +
Do not ignore it and do not pay it blindly. Send it to us, we interpret it, respond, and represent you if it escalates.
Can you file returns for prior years? +
Yes. We prepare late or amended returns, correct earlier errors, and get you current, often reducing penalties in the process.
Do you prepare state and local returns too? +
Yes, alongside your federal return, including city and local filings where they apply, such as certain metro-area income taxes.
How do life events affect my taxes? +
Marriage, a new child, a home sale, or an inheritance all change your return. We plan around these events so the tax impact is never a surprise.
What documents do you need from me? +
W-2s, 1099s, K-1s, brokerage and mortgage statements, and records of major transactions. We send a personalized checklist so nothing is forgotten.