SERVICES AND PRICING

Clear prices, a written quote before I start, and no surprises.

If something changes the scope, I'll tell you the new fee and wait for your OK before going further.

ServiceStarting atWhat's included

Individual returnQuote on requestForm 1040 and California return; W-2s, interest, dividends, retirement income, routine investment sales; a short note on what to watch for next year

Equity compensationQuote on requestEverything above, plus RSU or ESPP reconciliation with your 1099-B so income isn't taxed twice

ISOs, AMT or 83(b) electionsQuoted after reviewExercise and AMT reporting; carryforward tracking

RetireesQuote on requestIndividual return plus Social Security, IRA and pension income, required minimum distributions

Self-employed (Schedule C)Quote on requestBusiness income and expenses for a sole proprietorship or single-member LLC

Rental propertyQuote on requestRental income, expenses and depreciation

Additional state returnQuote on requestFor moves, multi-state income or remote work

IRS or state notices, amendmentsQuoted separatelyReviewing the notice and preparing a response

What changes the fee

The number of stock lots or brokerage accounts, K-1s, rentals, businesses, extra states, or records that need organizing.

What I don't do

Bookkeeping or payroll, business entity returns (S-corps, partnerships), or investment advice. For decisions like how much stock to sell or keep, I'll coordinate with your financial planner.

Deadlines

To file by April 15, I need your documents by March 15. After that, I'll file an extension and finish your return afterward. An extension gives you more time to file, not more time to pay, so I'll help you estimate any payment due.

Payment

By card or bank transfer through the client portal.

FINISH

Want a quote for your situation?

A free 15-minute call is enough to tell you whether I'm a good fit and what your return should cost.

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