Tax Planning & Preparation
Accurate, well-planned returns for individuals and businesses, from straightforward filings to complex returns with K-1s, equity compensation, rental real estate, and multi-state income.
- Form 1040
- Schedule K-1
- 1065 partnership
- 1120-S S-corp
- Form 8949
- Multi-state
Preparation and planning, together
A good return reflects more than last year's numbers. We prepare your federal and state returns accurately, then plan ahead so the next filing season holds no surprises, coordinating income, deductions, entities, and estimates throughout the year.
- Individual and business returns: 1040, 1065, 1120-S, and 1120.
- Complex situations: K-1s, equity compensation (RSUs, ISOs, NSOs, ESPP, AMT), and rental real estate.
- Multi-state residency, allocation, and withholding.
- Quarterly estimates and year-round tax planning.
- Prior-year review for carryovers, basis, depreciation, and missed positions.
Our Process
1
Digital Onboarding
Upload your documents securely to your vault.
2
CPA Review
Moses reviews your full tax picture personally.
3
Draft & Plan
We prepare the return and model next year's position.
4
File & Advise
E-file alongside a 1-on-1 planning session.