Services for Individuals
Comprehensive Tax Planning & Preparation for Individuals
Year-Round Support for Complex Tax Situations
We work with individuals whose financial lives go beyond a simple tax return. Whether you’re managing multiple income streams, investing in real estate, or navigating a major life change, we provide year-round tax planning and filing support so you can make confident financial decisions.
Our Capabilities Include:
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Real estate investors, including rental properties and 1031 exchanges
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High earners with multi-state or complex deductions
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Multiple income streams (side businesses, consulting, investments)
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Major life changes impacting taxes (retirement, marriage/divorce, inheritance)
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Investment income (capital gains, dividends, stock sales)
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Self-employed professionals with 1099 income
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Trusts or estate-related tax filings
Pricing
We price our services as a monthly package, annualized for clients who prefer one payment, so you know exactly what to expect.
More complex factors:
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Multiple brokerage statements
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Rental or royalty properties
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Itemized deductions
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Foreign tax credits
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State income tax exclusions
We take on a limited number of less complex, simple returns each year, the cost is dependent on our capacity and the complexity of the return.
Your investment will depend on:
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Number and type of income sources
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State filing requirements (especially multi-state returns)
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Investment and real estate activity
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Whether you need quarterly planning or annual only
During our discovery process, we’ll review your financial picture, talk through your goals, and design a package that meets your needs now and scales with your future.