Returns done right, the first time.
Accurate, complete and on time, prepared by people who also understand how today's return shapes next year's tax bill.
Simple to highly complex.
Every return is prepared and then reviewed before it's filed.
Individuals & families
Form 1040Federal and state returns, including multiple states and part-year residency.
- K-1s from partnerships, S corps and trusts
- Rental property and depreciation
- Stock options, RSUs and ESPPs
- Capital gains, crypto and investment income
Businesses
1120-S · 1065 · 1120 · Sch. CReturns for S corporations, partnerships, multi-member LLCs, C corporations and sole proprietors.
- Owner K-1s coordinated with personal returns
- Depreciation and fixed-asset schedules
- Multi-state business filings
- Texas franchise tax reports
Trusts & estates
1041 · 706 · 709Fiduciary income tax returns, estate tax returns and gift tax returns.
- Trust income and beneficiary K-1s
- Final individual returns for a decedent
- Gift returns for lifetime transfers
Nonprofits & foundations
990 · 990-PFAnnual information returns for private foundations and charitable organizations.
- Private foundation excise tax
- Required distribution tracking
Catch-up & corrections
1040-X · prior yearsUnfiled prior-year returns, amended returns and second-opinion reviews.
- Recover missed deductions and credits
- Bring unfiled years current
What working with us looks like.
Checklist
You get a personalized list of what we need, based on last year's return.
Documents
Send everything securely. We follow up on anything missing.
Prepare & review
Prepared, then reviewed before you see it.
Walkthrough & file
We go over the results with you, answer questions and e-file.
Your document checklist.
A starting point. We'll send a list tailored to your return.
- Last year's federal and state returns
- W-2s from every employer
- 1099s: brokerage, interest, dividends, retirement, contract work
- K-1s from partnerships, S corporations and trusts
- Brokerage statements, including cost basis
- Stock compensation statements (options, RSUs, ESPP)
- Business profit and loss and balance sheet
- Rental property income, expenses and purchase details
- Form 1098 mortgage interest and property tax
- Charitable receipts and donor-advised fund statements
- Estimated tax payments made during the year
- Any IRS or state letters you received
The 2027 filing season.
For 2026 tax returns. Extensions give more time to file, not more time to pay.
Dates can shift for weekends, holidays and disaster relief. Trust and fiscal-year deadlines differ.
Got a letter? Send it to us.
Most notices are routine and can be resolved quickly with the right response. We handle the correspondence on your behalf.
- Notice review and response
- Penalty abatement requests
- Payment plans and balance resolution
- Audit and examination support
- State tax notices and residency questions
Records what happened.
A good return gets every deduction and credit you're owed for a year that's already over.
Changes what happens next.
The bigger savings come from decisions made before December 31. Our preparation clients can add planning at any point.
See tax planningLet's look at your return together.
Bring last year's return. We'll show you what we'd do differently, and what it's worth.