Advanced Individual Tax Services

Starting at $2,250

Designed for individuals with more sophisticated financial lives requiring advanced tax expertise. This engagement includes detailed tax analysis, specialized reporting, and proactive tax planning for investment and wealth-building activities.

Ideal for:

• Rental Property Owners

• Brokerage & Investment Portfolios (1099-B)

• Capital Gains Transactions

• Cryptocurrency Investors

• K-1 Income

• Multi-State Tax Returns

• Foreign Income & Reporting

• High-Net-Worth Individuals

• Multiple Sources of Income

Pricing may vary based on the number of assets, transactions, and overall complexity.