Personal Solutions

Tax Planning for Individuals & Families

Clean filings, proactive planning, and clear guidance. Simple plans for predictable timing and fewer surprises.

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How We Work Together

Choose the level of support that fits your situation. Both plans include direct CPA access.

Foundation

$1,000/year
Starting from

Personal tax filing with a clean, organized process.

  • Federal individual return
  • State return (1 state included)
  • Organized document intake
  • Year-end questions for tax return completion
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Advisory

$2,500/year
Starting from

Year-round tax planning with proactive check-ins.

  • Everything in Foundation
  • Direct access for questions and guidance
  • Year-end tax planning and strategy
  • IRS & State notice support
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Pricing starts at and varies based on complexity. You'll receive a clear scope before anything starts.

Tax Filing

A clean filing starts with structure. We use an organized intake process and prepare your return with clear timing.

  • Federal + state filing
  • K-1s, rentals, and investments
  • Extensions as needed
  • Notice support

Tax Planning

Tax decisions happen year-round. Advisory support keeps you ahead with planned check-ins and cleaner decisions.

  • Quarterly estimate check-ins
  • Withholding optimization
  • Equity comp awareness
  • Year-end planning

Who We Work With

We work with individuals and families navigating real-life tax complexity.

Equity Compensation

RSUs, stock options, and vesting schedules

Real Estate Investors

Rentals, 1031 exchanges, and property sales

Multi-State Filers

Residency changes and state coordination

K-1 Recipients

Partnerships, S-corps, and trusts

Variable Income

Freelancers, creators, and contractors

Crypto & Digital Assets

Trading, staking, and DeFi reporting

How It Works

01

Discovery

We review your filing profile, income sources, and goals—then recommend the right plan.

02

Onboarding

Secure access, organized checklist, and a clean process so you know what's needed.

03

File & Plan

Calm, organized filing—plus proactive check-ins when timing matters.

FAQ

Annual engagements are billed upfront. Pricing may change if complexity shifts materially—any changes are discussed before updating scope or fees.
Foundation focuses on accurate, timely filing. Advisory includes year-round planning, estimates, and proactive check-ins beyond filing season.
Totally fine. We'll confirm what's included and if anything needs separate one-time scoping so expectations stay clean.
Yes. Equity compensation often changes withholding and timing. Advisory clients get tax awareness reviews around vesting, exercises, and expected impact.
Those are common drivers of complexity. We scope the number of states, K-1s, and reporting requirements up front so pricing and timing are predictable.
International and cross-border tax matters are not included by default. These are highly fact-specific and scoped separately.

Ready to get started?

Schedule a discovery call to discuss your needs and see if we're a good fit.

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