Services
Individual Tax Preparation
High earners have complicated returns. We prepare them with the same rigor we bring to businesses, looking forward as much as backward.
Equity compensation, rental property, multi-state income, K-1s from a partnership or two: a return like that isn't data entry, it's judgment. Every position we take is one we can defend, and every return ends with a conversation about next year, not just a signature on this one.
RSUs and options are where we see the most expensive mistakes: double-reported income, missed basis adjustments, and surprise underpayment penalties in a vesting year. If equity is part of your compensation, bring the grant paperwork; it changes the return.
We also coordinate your individual return with any business filings we prepare, so elections and distributions on one side don't create surprises on the other.
Your next tax season should feel different.
Or call us directly at 818-418-9001