The first step to your completed tax return(s) is the form below. We will reply with details of our secure methods to send tax documents. Once received, we prepare a draft, and after you approve/finalize, payment and filing occur. Done!

We currently do not prepare returns for non-US citizens or US citizens with employee stock option income, including ESPP, RSU & 83(b) if not yet filed.

Also, we do not prepare returns relating to foreign asset reporting, e.g. Form 8938, Form 114 (FBAR), etc. 

Name *
(typical stock purchases and sales, including mutual funds, are fine)