Services / Tax Advisory
Personal returns for lives that don't fit in a box.
Equity comp, rentals, K-1s, a move across state lines — the moments TurboTax gets expensive. A CPA who knows your whole picture files it right.
What this can cover.
Individual TaxScope is set per client. Not every line below applies to every engagement — some are not necessary at all — and what we take on is agreed with you before any work starts.
Who this is for.
Fit checkProfessionals, owners, and investors whose returns stopped being simple: equity compensation, rental property, a business on the side, trusts, or a multi-state year.
The biggest individual tax mistakes aren't math errors — they're decisions made without modeling: exercising options in the wrong year, selling property without a plan for the gain, or missing an election that had a deadline. We plan those moments with you before they hit the return.
Married to a business? Even better. When Xel prepares both the entity and personal returns, the two are optimized together instead of separately.
The individual tax difference
- A CPA, not a seasonal preparer
- Equity comp and AMT modeling included
- Secure portal — upload once, done
- Year-round access, not just April
FAQs.
Quick answersAvailable at every office.
And everywhere elseWork with a local advisor in person, or run the whole engagement remotely — same team, same portals, same standard.