When is a CPA worth it for a personal return?

When there is more than one moving part: self-employment, rentals, equity compensation, a business interest, more than one state, or income high enough that planning matters.

I moved states this year. What changes?

You may need part-year returns in both states, with income allocated between them. Remote work can add another layer.

Can you fix a return someone else filed?

Yes. If a prior return missed something, an amended return can often correct it.

Services

Individual tax preparation

Federal and multi-state individual returns for people with more than one moving part: self-employment income, rental property, K-1s, equity compensation, investments or a move between states.

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What is included

Federal and state returns

Form 1040 and every required state return, including part-year and nonresident filings.

Self-employment and 1099 income

Schedule C, self-employment tax and quarterly estimates for the year ahead.

Rental property and K-1s

Rental schedules, depreciation and pass-through income from partnerships and S-corps.

Equity compensation and investments

RSUs, options, ESPPs and brokerage activity, with cost basis checked rather than taken as reported.

Estimates for next year

Quarterly payments calculated from actual income, so April is not a surprise.

How it works

Upload documents through the secure portal
Review last year’s return and anything that changed
Prepare the return
Review it with you before filing
File and set next year’s estimates

Common for

Aviation & private pilots Startups All industries →

Common questions

When is a CPA worth it for a personal return?: When there is more than one moving part: self-employment, rentals, equity compensation, a business interest, more than one state, or income high enough that planning matters.
I moved states this year. What changes?: You may need part-year returns in both states, with income allocated between them. Remote work can add another layer.
Can you fix a return someone else filed?: Yes. If a prior return missed something, an amended return can often correct it.

Other services

Business tax preparation Tax planning Accounting CFO services Tax