A good tax preparer, available year-round
We welcome individual tax clients at every level of complexity. Because much of our work involves estates, trusts, and older taxpayers, we naturally see the situations that trip up generalist preparers — inherited assets, retirement distributions, K-1s from multiple sources, and multi-state filings.
Individual Tax Return (1040)
Federal and state returns for individuals and families — W-2 income, itemized deductions, credits, and everything in between.
Learn moreInvestments & K-1s
Publicly traded partnerships, passive activity rules, NIIT, and multi-state filing obligations from partnership and trust investments.
Learn moreInherited Assets & Stepped-Up Basis
Sale of inherited property, basis tracking at death, partial step-up for community property, and coordination with estate records.
Learn moreRetiree Tax Returns
RMDs, inherited IRAs under the SECURE Act, pension income, Social Security taxation, and IRMAA implications from large distributions.
Learn moreSurviving Spouse Returns
Joint filing in the year of death, qualifying surviving spouse status, inherited retirement account decisions, and the transition to filing alone.
Learn moreChildren's Returns & Kiddie Tax
Minors with investment income, UTMA/UGMA accounts, inherited assets, and the kiddie tax rules that tie a child's liability to the parent's rate.
Learn more706 & 709 Coordination
Estate and gift tax filings for individuals with significant assets — lifetime exemption tracking and portability planning.
Learn morePrior Year & Amended Returns
Catching up on personal filings, correcting misreported K-1 or retirement income, and resolving IRS notices — federal and state.
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