Question 1

Can you coordinate personal and business returns?

Accepted Answer

Yes. When you engage both, we align K-1s, estimates, and timing so personal and business filings match.

Question 2

Do you prepare multi-state personal returns?

Accepted Answer

Yes. Remote work, moves, and multi-state income often require more than one state return. We map residency and sourcing rules.

Question 3

What documents should I gather?

Accepted Answer

W-2s, 1099s, K-1s, brokerage statements, mortgage interest, and prior-year returns are the usual start. We send a tailored checklist.

Question 4

Can you help with equity compensation?

Accepted Answer

Yes. ISOs, NSOs, RSUs, and ESPP events need careful reporting. We support common equity tax situations for founders and employees.

Question 5

Do you only work at tax season?

Accepted Answer

No. Engaged clients get year-round access for estimate questions, life events, and planning notes.

Question 6

What if I need an extension?

Accepted Answer

We can file an extension so you get more time to submit the return. An extension to file is not an extension to pay.

Question 7

Will you review prior-year returns?

Accepted Answer

When useful, yes. We look for missed credits, residency issues, or basis problems that affect the current year.

Question 8

How do estimated payments work for freelancers and owners?

Accepted Answer

We build a payment schedule from projected income so you avoid underpayment surprises in April.

Individual Tax Preparation

What's Included