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.
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.