Individual tax preparation, done by a credentialed advisor.
We prepare the full 1040 for people whose lives don't fit on a one-page 1099. W-2 with equity comp, side income, rentals, investments, foreign accounts — handled by an Enrolled Agent, not a walkthrough wizard.
The return, plus every form it needs.
A flat-fee engagement covers your full 1040 package — federal and one state, filed electronically. Additional states, K-1s, and complex schedules are quoted transparently before work begins.
- Federal Form 1040 and all supporting schedules
- State return (one included)
- Equity compensation: RSUs, ISOs, NSOs, ESPP, cashless exercise
- Schedule B, D, E (rental or pass-through), and Schedule 1/2/3 as needed
- Foreign income, FBAR (FinCEN 114), FEIE, FTC, Form 8938
- IRA, HSA, and retirement contribution optimization
- Education, dependent, and clean-energy credit analysis
- Review call before filing, e-signature, direct e-file
Quoted before engagement. No hourly surprises. No "review time" line items.
If any of these apply, don't self-file.
Equity comp holders
RSU vesting schedules, ISO AMT, ESPP lookbacks, 83(b) timing, cashless exercise tracking.
Side income earners
Consulting, content, Shopify, OnlyFans, Airbnb, freelance. Schedule C done correctly from the start.
Investors
Brokerage with wash sales, private investments, QSBS, carried interest, Section 1256, crypto.
Landlords
Schedule E, cost-segregation leverage, STR material participation, passive loss rules.
Expats & global earners
FEIE, FTC, totalization, tax-treaty positions, FBAR and Form 8938 compliance.
Families in transition
Marriage, divorce, new baby, home purchase, inheritance. Planning beats filing.
From discovery to filed in about two weeks.
Book
A 15-minute discovery call confirms fit and produces a flat-fee quote.
Engage
Sign the engagement letter and §7216 consent. Portal opens within an hour.
Upload
Your organizer lists the exact documents we need. Upload once, we handle the rest.
Review
We walk every meaningful line on a screen-share. Planning notes for next year go on record.
File
E-signature, direct e-file, stored copy available in the portal any time you need it.
Common questions on individual returns.
What documents will I need to upload?
The client organizer lists every form relevant to your situation — W-2s, 1099s, brokerage summaries, K-1s, HSA/IRA contribution records, and any closing documents from property transactions. You'll get it in the portal the day you engage.
Can you file an extension?
Yes. If you engage us before April 15, we file Form 4868 as a courtesy at no additional cost. Extensions extend time to file, not time to pay — we'll also estimate and remit any balance due.
Do you handle both spouses' returns when only one has complexity?
Yes. The engagement covers the household 1040 whether you file jointly or separately. If MFJ vs. MFS changes the math, we run both and show you.
What if I already filed and missed something?
We prepare amended returns (1040-X) on a flat-fee basis. If you're within the three-year statute, recovering missed deductions or correcting wash-sale errors is common and worthwhile.
Can you represent me if the IRS follows up later?
Yes. As Enrolled Agents we hold full authority to represent you in audits, collections, and appeals — federally and in most states.
Start with a flat-fee quote.
Book 15 minutes. Leave with scope, price, and timeline. Or take the Sunday brief while you decide.