Do you work with clients outside the Bay Area?

Yes. Everything happens online, so I can work with you wherever you live. I prepare California returns and returns for other states where you have income.

Can you help if I get a letter from the IRS?

I can review the notice and help you respond.

Do you help with financial planning or investments?

Not through LongCourse Tax. I'm happy to work alongside your financial planner, and I keep your return consistent with the plan you've made together.

Is my information safe?

Yes. Documents travel only through an encrypted portal, every account uses multi-factor sign-in, and I follow a written security plan.

When should I reach out?

Ideally between November and February. I take a limited number of new clients each season so every return gets full attention.

By card or bank transfer through the client portal.

GUIDES

Plain-English guides to the tax questions my clients ask most.

They're general information, not advice for your specific situation.

EQUITY COMPENSATION · 8 MIN READ

Your RSUs may be taxed twice on your return. Here's how to fix it.

If you sold company stock from RSUs last year, your Form 1099-B probably shows a cost basis of $0. Enter that as-is and you can pay tax twice on the same dollars.

Read the guide →

An open blank notebook, a pencil, paper clips and reading glasses on a clean white desk

COMING JANUARY · EQUITY COMP

ISOs and the AMT: what happens when you exercise

Exercises in the prior year hit this return.

COMING JANUARY · RETIREES

Retirement withdrawals: which account first?

Tax effects only; the investment decisions stay with your planner.

COMING JANUARY · EVERYONE

Your tax document checklist, with an equity-comp add-on

Less back-and-forth at intake.

COMING FEBRUARY · EQUITY COMP

ESPP: qualifying vs. disqualifying sales, and Form 3922

The second most common equity mistake.

COMING FEBRUARY · EQUITY COMP

What to do with a corrected 1099-B

Brokers issue corrections in February and March.

COMING MARCH · EVERYONE

Should you file an extension? (It's not a red flag)

Late documents and complex returns.

Frequently asked questions

Do you work with clients outside the Bay Area?: Yes. Everything happens online, so I can work with you wherever you live. I prepare California returns and returns for other states where you have income.
Can you help if I get a letter from the IRS?: I can review the notice and help you respond.
Do you help with financial planning or investments?: Not through LongCourse Tax. I'm happy to work alongside your financial planner, and I keep your return consistent with the plan you've made together.
Is my information safe?: Yes. Documents travel only through an encrypted portal, every account uses multi-factor sign-in, and I follow a written security plan.
When should I reach out?: Ideally between November and February. I take a limited number of new clients each season so every return gets full attention.
How do I pay?: By card or bank transfer through the client portal.

FINISH

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