Tax Preparation.
From straightforward W-2 filings to multi-state returns with equity comp, rental income, and K-1s — we prepare returns the IRS rarely questions.
How we work it
We prepare federal and California individual returns for professionals, founders, and families with complex situations. Every return is reviewed by a licensed CPA before it leaves our office.
We don't just enter numbers. We read your prior-year returns, flag missed opportunities, and build a tax profile that compounds year over year — so next year's return is cleaner and cheaper than this year's.
What’s included
Every engagement is scoped against your situation. The list below is the shape of a typical engagement.
- 01Federal and multi-state individual returns
- 02Equity compensation (RSUs, ISOs, ESPP, NSOs)
- 03Rental real estate and Schedule E
- 04K-1s from partnerships and S-corps
- 05Foreign accounts (FBAR, 8938) and expat filings
- 06Amended returns and IRS notice response
Who it’s for
Professionals and families with more than a W-2 to file.
Bring us your last two returns. We’ll tell you what we’d do differently.
A thirty-minute consultation, no charge, no pressure.