Individual Tax Preparation
Federal and state returns, prepared with judgment
Federal and state individual income tax preparation, including returns that most preparers treat as edge cases: multiple income sources, several states, foreign exposure and investment activity.
What's included
Self-employment
Schedule C, quarterly estimates, home office, vehicle and retirement contributions.
Investments
Capital gains, dividends, wash sales, K-1s and equity compensation.
Rental property
Schedule E, depreciation schedules, passive loss limits and short-term rental rules.
Multiple states
Residency determinations, part-year returns, allocation and credits for taxes paid.
Foreign income & assets
Foreign wages, pensions, accounts and coordination with FBAR and FATCA filings.
Cryptocurrency
Disposals, staking, transfers between wallets and reconciliation of exchange records.
Who this is for
- Self-employed professionals and freelancers
- Investors and equity-compensated employees
- Landlords and short-term rental owners
- People who moved between states or countries during the year