Personal attention, from the first question to the final follow-up.
Who this helps
Tax Planning & Advisory
Individuals and business owners anticipating income changes, investment decisions, equity compensation, a move or a major transaction.
Where we begin
Compare the existing position with the proposed change using current income estimates, prior filings and transaction assumptions.
Service scope
Year-end & multi-year projections
Real estate and equity compensation
Relocation & cross-border planning
Good tax outcomes are usually decided before the year ends. We work with you during the year to plan ahead rather than react at filing time.
What we help with
Year-end and multi-year tax projections
Retirement contributions and account strategies
Real estate purchases, sales and rental property planning
Equity compensation (RSUs, stock options)
Planning for relocation to or from the United States
Business structure and owner compensation
Who it is for
Individuals and business owners facing significant income changes, transactions or moves who want to make informed decisions.
What your engagement can include
01
Scenario-based tax estimates showing the assumptions used and issues needing further confirmation.
02
A discussion of relevant timing, estimated payments, owner compensation or entity choices within the agreed scope.
03
A prioritized action list with decision dates, required information and items to revisit as circumstances change.
The engagement sets out the applicable years, jurisdictions, forms and deliverables. Filing, payment and agency processing follow their respective requirements.
What to prepare
Your most recent tax returns
Current-year income estimates
Details of planned transactions or moves
Retirement and investment account summaries
Not sure you have everything? We will send a personalized checklist after your consultation.
Does a filing extension also give me more time to pay?
Generally, no. An extension gives more time to submit the applicable return, while tax usually remains due by the original payment deadline. Prepare an estimate, account for payments already made and check federal and state requirements separately.
What should I prepare after moving between states?
Bring your move dates, work locations and state income records. Residency periods and income sources should be assessed under the relevant states’ rules. For example, California distinguishes part-year residency and California-source income.
Do I need to review income if I did not receive a 1099?
Yes. A missing information form does not by itself remove the need to report taxable income. Reconcile payments with your records, including side work and platform activity, and identify missing or incorrect forms before preparing the return.
