Individual Tax
Your life changed this year. Your tax return should too.
New job, new visa, a move across state lines, stock that vested, a place you started renting out. These are the years when a quick DIY return tends to miss things. We prepare your federal and state returns fully online, in English or 中文, for clients across the U.S. and abroad.
Who We Help
Sound like you?
Whether it's your regular annual return or a year with a few curveballs.
- Individuals and families filing Form 1040 or 1040-NR
- F-1 and J-1 students, scholars, and people on work visas
- Employees with RSUs, ESPP, brokerage accounts or wages in more than one state
- Landlords, and anyone who needs to fix an earlier return
California Tax Preparation
Moving in or out of California? Let's get it right.
California looks closely at where you lived and where you earned. We map out your residency, work locations and income first, then confirm which returns you need, including Form 540 or 540NR. Moves, equity comp and foreign income are where we slow down and look twice.
To get started, have last year's returns, this year's income forms and your move dates handy. We'll send a checklist built for your situation, and everything sensitive goes through the secure portal.
- Full-year residents, part-year residents and nonresidents
- W-2 wages, RSUs, ESPP and investment sales
- Self-employment, rentals and income from other states
- Foreign income, plus any international forms that come with it
- Scope and fee in writing up front; no office visit needed
Core Filing
Your annual return, done thoroughly
We look at your whole year (income, deductions, family) before we prepare anything.
- Forms 1040 and 1040-NR, plus applicable state returns
- W-2, 1099, interest, dividends, capital gains, and foreign tax credits
- Education, dependent-care, and other family-related tax items
- California residency and filings involving additional states
Special Situations
Students, visas, stock comp and rentals
These are the situations that change which forms you file and which records we need.
- 1040-NR versus 1040 analysis, Form 8843, 1042-S, and treaty coordination
- F-1, J-1, H-1B, L-1, O-1, and green-card transition years
- RSU and ESPP reporting, 1099-B basis review, and investment sales
- Schedule E rental reporting, depreciation review, and catch-up issues
Corrections
Found a mistake on an old return?
It happens. We figure out which years and forms are affected, then explain what we'd fix before we fix it.
- Form 1040-X amended returns, with clear explanations
- Prior-year filing gaps and state return corrections
- Review of notices or adjustments tied to the return
- You'll see in writing exactly which years and filings we're handling
Quoting
Know the price before we start
Get an estimate first. Your written engagement then locks in the services, tax years and fee.
What affects the fee: the number of years and states, investment activity, rentals, residency questions, how organized your records are, and any international forms.
What happens next
What changed (income, where you lived, investments, property), plus any deadline.
See exactly which returns, years and states are included.
Through your portal. We'll follow up with any questions.
We walk you through the key numbers, you sign, and we explain how it gets filed.
Next Step
So, what changed this year?
A few sentences is enough. Mention the tax years and any deadline you know about. Save sensitive documents for your secure portal.