Preparation and filing
We prepare original returns, extensions, amendments, and prior-year corrections. We work with investment income, capital gains, rental property, self-employment and business income, retirement distributions, itemized deductions, foreign income, and foreign tax credits. We also handle notices and correspondence with tax authorities.
Equity compensation
We help you plan around restricted stock units (RSUs), incentive and nonqualified stock options, and employee stock purchase plans. Before your equity vests or you exercise options or sell shares, we can model the impact of timing, withholding, and holding periods.