Personal tax returns
Federal and state returns prepared by one person who reviews your whole picture — not a queue that fills in boxes and moves on.
You are in the right place if…
Salaried employees
One or two W-2s, maybe some interest, dividends or a house.
Equity compensation
RSUs vesting, ESPP purchases, ISO and NSO exercises.
Landlords and investors
Rental property, stock sales, crypto, multiple states.
Everything in the fee
- Federal return preparation1040
- State returns, any number of statesMulti-state
- Itemised deductions and creditsSch. A
- Capital gains and stock salesSch. D
- RSU, ESPP and option reporting3921 / 3922
- Rental income and expensesSch. E
- Self-employment incomeSch. C
- Amended returns and prior years1040-X
Amendments and years you missed
If a previous return was wrong, or you have years that were never filed, we can fix both. Amended returns go on Form 1040-X and can usually be filed for the three most recent tax years. Unfiled back years can be prepared for any year — and filing voluntarily, before the IRS contacts you, almost always produces a better outcome than waiting.
Send us whatever you have. Missing documents are usually recoverable from IRS transcripts, which we can pull on your behalf once you sign a Form 8821 or 2848.
Keep your records for at least three years
The IRS can examine the books, papers and records supporting anything on a filed return. Holding on to what backs up your return for three years from the filing date is the simplest protection against a problem later.