Tech employee with RSU vesting & ESPP
We adjust cost basis on Form 8949 so you don't pay tax twice on the same shares.
Individuals
Individual Tax Preparation
Accurate, optimized federal and state returns — without the H&R Block guesswork.
Individual tax preparation is the preparation, review, and e-filing of your federal Form 1040 plus any required state returns, with planning baked in.
Licensed CPA Former IRS Revenue AgentAll 50 states
Turnaround
3–5 days
Pricing
Starts at $1,350 · Quoted after intake based on complexity
What's included
Every engagement covers
Federal + state returns (any state)
Including AMT, NIIT, and Additional Medicare review.
Multi-state filings for movers & remote workers
Allocation by residency days and source-state rules.
Investment income, RSUs, ESPP, K-1s
We catch the double-basis trap brokers create on vested RSUs.
Itemized vs. standard analysis
Run both scenarios — file whichever saves more.
Audit defense included
If the IRS writes about a return I prepared, I respond at no charge.
Typical situations
You're in the right place if…
Moved between states mid-year
Part-year resident returns in both states with clean allocation of W-2 and 1099 income.
Brokerage gains plus a side 1099
Schedule C for the side income, capital gains optimization on the brokerage.
FAQ
Frequently asked questions
Learn more
Guides and articles
Individual Tax
Boston CPA's Guide to 2026 W-2 Tax Filing
A Boston CPA's plain-English walkthrough of 2026 W-2 tax filing — withholding, RSUs, multi-state moves, and how to avoid the most common refund-shrinking mistakes.
Crypto Tax
Crypto Taxes in 2026: Form 1099-DA, DeFi, NFTs and Fixing Past Returns
What changes for crypto taxes in 2026: the new Form 1099-DA, staking and DeFi rules, NFTs, and how to fix prior-year crypto returns. By a Boston CPA.
Cross-Border
US Tax Returns for Immigration: What USCIS Wants to See
A CPA's guide to filing US tax returns in support of immigration — what USCIS asks for, transcripts vs. returns, back-filings, and how to avoid hurting your case.
Also in scope
Related services
Tax Planning
Proactive, year-round strategy that helps individuals, business owners, and investors keep more of what they earn.
Crypto Tax
Clean, defensible reporting across every exchange, wallet, and DeFi protocol.
Small Business & Entity Returns
Schedule C, partnerships, and S-Corps handled with deduction strategy baked in.
Next step
Tell us what's on your plate.
We'll quote in 24 hours. Free 30-minute Consultation Call — no obligation.
Replies within 24 hours · Mon–Fri 9–6 ET · or email andy@sidegrowthpartners.com