Tax Preparation for Complex Returns
Life gets complicated. Careers evolve. Investments grow. Businesses launch. You move across state lines.
And suddenly, your taxes aren’t simple anymore.
With 19 years of experience handling intricate returns, I bring clarity to situations where the stakes are high and the details matter. You get a return prepared correctly, filed confidently, and backed by someone who knows exactly what the IRS looks for.
When your return needs careful attention:
- Multi-state income or residency changes
- Rental properties or investment portfolios
- Business owners, self-employed, or 1099 contractors
- Stock options, RSUs, active trading, or digital assets
- Any situation where audit-ready documentation matters
Answer questions or upload your prior return. Flat-fee pricing. No surprises.
How we work together--completely virtual, entirely on your schedule:
I work with clients nationwide through a secure, efficient process designed around your life, not office hours.
Everything happens online at your convenience:
- Text or Telegram anytime
- Secure messaging, document center, and updates in our client portal
- Exclusive client email address for direct access
- No appointments required unless you want them
- No driving to an office
- No business-hours-only phone tag
Here's how it works:
1. You request a quote – Tell me about your situation. I’ll review and send you a flat-fee estimate.
2. We gather everything digitally – Upload documents to your secure portal. Questions? Text me or message via Telegram. I’ll guide you through exactly what’s needed.
3. I prepare your return–you stay informed – I’ll explain what I’m finding, flag anything unusual, and make sure you understand what’s happening with your return before anything gets filed.
4. You review and we file – You get a complete copy of everything, organized and documented, ready if the IRS ever asks questions.
The result: a return you can file with confidence, prepared by someone who’s handled thousands of complex situations and knows how to get them right.
Not sure if your situation needs this level of attention?
Request a quote. I’ll review your details and give you an honest assessment. If there’s a simpler path that makes sense for you, I’ll tell you. But if your return has complexity that deserves careful handling, you’ll know you’re working with someone who won’t miss the details that matter.
Answer questions or upload your prior return. Get a flat-fee estimate within 24 hours.