Services / Personal taxes
Your personal return, handled end to end
Let's be real - your return stopped being simple. Business income, K-1s, equity compensation, rental property, and residency questions. We'll pull it together for you and file a return you understand.
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A complicated financial life deserves more than tax software
A growing business, investment income, K-1s, rental properties, or income across multiple states can turn a personal return into something much more complicated. We make sure the pieces fit together, identify issues before filing, and explain the result so you know exactly where you stand.
What’s included
Everything you need as an individual filer
Seamless tax preparation
We prepare your federal, state and local personal returns, coordinate the information we need, and keep the process moving without leaving you to figure out what comes next.
Audit support
You're not just getting a tax filing, but a team of experts in your corner that can represent you in the event of an audit.
Electronic filing and payment
We electronically file your federal and state returns, confirm acceptance, and provide clear instructions for any tax payments that need to be made.
Extensions as needed
If your return is not ready by the filing deadline, we prepare and file the necessary extensions and help you understand any estimated payment that may still be due.
IRS notice support
If a notice arrives related to a return we prepared, send it our way. We’ll review it, explain what it means, and help you determine the appropriate response.
What we handle
However complicated your year was
Tax Season With Us
Tax season, without the scramble
From year-end close to accepted return, you’ll know what we need, what’s happening, and what comes next.
Request list
We'll let you know exactly what information we need to prepare your return.
Results walkthrough
Once your return is prepared and reviewed, we'll send you a video walkthrough of the results and anything you need to know.
Electronic signoff
If everything looks good on your end, you'll electronically sign the return and approve it for filing.
Filed & confirmed
We'll e-file your federal and state returns, deliver any K-1s, and confirm once everything has been accepted.
Who it’s for
Built for people with more going on financially
A good fit if
Probably not yet if
Frequently asked questions
When will my return actually be filed?
Our target is the original deadline, not an extension. This requires us to have your personal information well in advance of the deadline. If something outside your control is missing, we extend deliberately and tell you why.
What do you need from me?
You'll receive a request list of information specifically for your situation. In general, W-2s, 1099s, K-1s, brokerage and mortgage statements, and last year’s return if we’re working with us for the first year.
My K-1 hasn’t arrived yet. What happens?
That’s a common holdup. If we also prepare the business return, we control the timing. If the K-1 comes from elsewhere, we extend deliberately if it won’t arrive in time.
Do you handle multiple states?
Yes - multi-state income, part-year residency after a move, and credits between states so the same income isn’t taxed twice.
What if I owe more than I expected?
We’ll tell you before the return is filed, explain what drove it, and lay out payment options. If it’s a pattern, tax planning is the fix - and our Proactive Advisory service may be the right fit.
Can you fix or amend a prior year?
Yes. We’ll review the open years, tell you whether an amended return is worth filing, and handle it if it is.