Who We Serve
Our individual tax clients include:
- Professionals and executives
- Business owners, partners, and pass-through entity owners
- High-net-worth individuals and families
- Individuals with investment income or real estate holdings
- Trust and estate beneficiaries
- Families navigating major financial or life transitions
Many clients begin with tax preparation and later expand into planning, estate work, or family office support as their needs evolve.
What’s Included in Our Tax Preparation Services
We prepare and file a wide range of federal and state returns, including:
- Individual income tax returns
- Multi-state filings
- Trust and estate income tax returns
- Gift tax returns
- Prior-year and amended returns
- Catch-up filings for missed years
In addition, we routinely assist with the work surrounding filing, not just the return itself.
Extensions, Estimates, and Payments
- Filing extensions when additional time is needed
- Calculation and setup of quarterly estimated tax payments
- Adjustments to estimates as income or circumstances change
- Coordination of payment timing to avoid penalties and underpayment issues
Specialized Support for Business Owners
For individuals with ownership in pass-through entities, tax preparation often involves additional layers of complexity. We routinely assist with:
- Review and coordination of K-1s from partnerships, LLCs, and S corporations
- Pass-Through Entity Tax (PTET) elections and compliance coordination
- Alignment of individual returns with business filings
- Estimated tax planning tied to business cash flow
- Multi-entity and multi-state considerations
Our goal is to ensure individual and business filings work together, not against each other.
More Than Filing Forms
Our approach emphasizes understanding, not just compliance. We take the time to:
- Review income sources, deductions, credits, and carryforwards
- Identify inconsistencies or exposure areas
- Explain outcomes in plain language
- Flag planning opportunities for future years
- Coordinate with your financial advisor or attorney when appropriate
If something looks unusual, we address it before it becomes a problem.
IRS & State Correspondence Support
If you receive a notice related to a return we prepared, we assist with:
- Interpreting the notice
- Preparing responses and documentation
- Communicating with taxing authorities
- Resolving discrepancies or penalties
You are not left to navigate tax authorities on your own.
How This Fits With Our Other Individual Services
Tax preparation often serves as the foundation for broader work, including:
- Tax Planning & Consulting for proactive strategy
- Estate Planning & Administration for wealth transfer and legacy matters
- Family Office Administration for ongoing coordination and oversight
We help clients move between these services smoothly as needs change.