How We Help Individual & Families
Tax Preparation & Compliance
- Federal & state Form 1040 returns
- W-2 income, retirement distributions, Social Security, and common deductions/credits
- Child-care, education, and dependent-related credits
- Common deductions such as mortgage interest and charitable giving
- Standard or itemized deduction optimization
- Estimated-tax calculations & safe-harbor planning
- IRS & State Notice Response and Representation for Administrative Matters
Next Step
Schedule a free 15-minute call to discuss your personal tax needs and receive a fixed-fee quote for filing, planning, or help with unique circumstances.
Book a Free Call Email MichaelPlanning & Advisory
- Mid-year and year-end tax-planning sessions
- Withholding & estimated-tax optimization
- Tax-Focused Guidance on Retirement-Savings Strategies (401(k), IRA, Roth, HSA)
- Education-funding guidance (529 plans, credits)
- Tax-Deduction and Timing Strategies for Charitable Giving and Gifts
- Filing and Basic Residency-Related Planning for Multi-State Taxpayers
- Coordination with your financial advisor or estate-planning attorney
Next Step
Schedule a free 15-minute call to discuss your personal tax needs and receive a fixed-fee quote for filing, planning, or help with unique circumstances.
Book a Free Call Email MichaelUnique Circumstances & Special Tax Situations
- Rental property & passive-income reporting (Schedule E)
- Schedule C reporting for sole proprietors, side businesses, and gig-economy income
- U.S. Returns with Foreign Income, Accounts, or Assets — including FBAR/FinCEN 114, Form 8938, and Form 5471 for both straightforward and more complex CFC situations.
- Equity-compensation & stock-sale reporting (RSUs, ESPPs, ISOs)
- K-1 reporting from partnerships, trusts, or private investments
- Calculation and Reporting for AMT and Other Specialized Compliance Matters
Next Step
Schedule a free 15-minute call to discuss your personal tax needs and receive a fixed-fee quote for filing, planning, or help with unique circumstances.
Book a Free Call Email MichaelFAQs - Individual & Families Services
Can you handle equity compensation (RSUs, ISOs/NSOs, ESPP)?
Yes. We reconcile Forms 3921/3922, track cost-basis lots, and coordinate with brokerage 1099s to avoid double-taxation or missed basis adjustments.
Do you prepare multi-state returns?
Yes. We handle resident and non-resident filings, credit for taxes paid to other states, and typical remote-work or relocation scenarios. For unusually complex residency disputes or state-level audits, we may recommend involving specialized SALT counsel.
What about rentals or other Schedule E income?
We track income and expenses, calculate and record depreciation, and address passive-activity loss rules — including short-term-rental nuances. We provide an organizer for reporting income, expenses, and property-sale details.
Do you handle foreign income, assets, or accounts (FBAR/8938)?
Yes. We prepare FBAR (FinCEN 114), Form 8938, and Form 5471 for both straightforward and complex CFC situations, as well as other common international reporting needs.
Specialized calculations such as Subpart F, GILTI, or E&P will be scoped and quoted as part of the engagement.
How do pricing and timelines work?
After a short intro call and document review, you’ll receive a proposal with a clearly defined scope and transparent pricing — fixed or hourly as appropriate — along with an estimated turnaround time.
What do you need from us to get started?
Typically: last year’s return; current W-2s, 1099s, and brokerage/crypto reports; rental details if applicable; and any equity-compensation or foreign-reporting documents.
We’ll send a concise checklist via our secure client portal.
Can you help with life changes—new child, marriage, home sale?
Absolutely. We review credits and deductions (e.g., Child Tax Credit), adjust withholding or estimated payments, and plan for one-time events such as home sales, equity-comp exercises, or large charitable gifts.
Contact us
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