Individual Tax Services
Services include individual tax preparation and related support for a wide range of situations, including:
- Federal and state individual tax returns
- Multi-state filings
- Prior-year and amended returns
- Self-employment and side income
- Investment income and capital gains
- Home purchase and home sales transactions
- Itemized deduction (mortgage interest, SALT, charitable contributions)
- Rental properties
- Stock compensation (RSUs, options, ESPPs)
- Retirement: IRA and Roth IRA contributions and conversions
- Family and education-related credits
- Health saving accounts (HSA contribution and distribution)
- Estimated tax payment and withholding guidance
- IRS and state tax notice and correspondence