W-2s, 1099s, K-1s and the equity comp that makes them complicated.

Most individual returns we see are not simple, and they are not unusual either: two states, a K-1 from a family partnership, RSUs that vested mid-year. We prepare the return line by line, reconcile every document you give us, and tell you what the number is before anything is transmitted.

What's included

1. 01

   Document review

   Every W-2, 1099, K-1 and 1098 matched against what the IRS already has on file.

2. 02

   Federal and one state

   Additional state returns quoted up front, never added to the invoice as a surprise.

3. 03

   Equity and K-1 handling

   Vesting schedules, basis and state allocations tracked so the return tells the whole story.

4. 04

   A read-back before filing

   We walk you through the return and the reason for the number, in plain English.