Federal and state income tax returns
Prepared, reviewed, and filed. Included in the engagement rather than billed as an event.
One engagement, built around the year.
Every client gets the same core service. What changes is how often we meet. You go into decisions knowing the income tax consequence, instead of learning it after the fact.
What every client gets
A written income tax strategy
Built in the first year and updated every year after. Not a summary of what happened, but a plan for what's ahead, in writing, that we can reference and update.
At least two meetings a year
One before year-end, timed while decisions can still change the outcome. One to review where things landed and set up the year in front of you.
Quarterly estimates
Calculated, explained, and adjusted when your situation changes. You'll know what to pay, when to pay it, and why the number is what it is.
Proactive outreach
When a law changes or something in your situation shifts, you hear from me. You shouldn't have to know to ask.
Coordination with your financial advisor
Direct, ongoing, and with your permission. Roth conversions, harvesting, and distribution timing work better when the income tax side and the investment side are talking.
Questions answered year-round
Within one business day. Not just from January to April.
Adding the entity
Business owners engage the core service plus their entity return, handled together.
S Corporation and partnership returns
Prepared and filed, with the entity and personal income tax returns reviewed as one picture.
Reasonable compensation review
Calculated and revisited as needed rather than set once and forgotten.
Entity-level planning
Retirement plan selection, timing of major purchases, and the interaction between what the business does and what it costs you personally.
What isn't included
Being clear about this up front saves everyone a difficult conversation later.
- Bookkeeping.
- Your books are your responsibility. I'll tell you if they're in good enough shape to work from, and if they aren't, cleanup is engaged separately.
- Payroll processing.
- I'll advise on reasonable compensation and withholding. Running payroll is your (or your provider's) job.
- Prior-year cleanup and amended returns.
- Engaged separately when needed.