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 $450 · 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
Also in scope
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