Foothills Accountant
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    • Short-Term Rentals
    • Taxation of Derivatives
    • Taxation of Stock Options
  • Request a Fit Review
  • More
    • Home
    • Who We Help
    • Services
      • Individuals
      • Businesses
      • Monthly Advisory
      • Estates & Trusts
      • Non-Profits
      • Tax Consulting
    • Pricing
    • About
    • Tax Articles
      • Basics of Basis
      • Basics of Bookkeeping
      • Entity Selections
      • Estate & Trust Basics
      • Foreign Reporting
      • Making S-Corp Election
      • Mark-to-Market
      • Passive Activity Rentals
      • Retirement Options
      • S-Corp Reasonable Salary
      • Section 988 Transactions
      • Short-Term Rentals
      • Taxation of Derivatives
      • Taxation of Stock Options
    • Request a Fit Review
Foothills Accountant
  • Home
  • Who We Help
  • Services
    • Individuals
    • Businesses
    • Monthly Advisory
    • Estates & Trusts
    • Non-Profits
    • Tax Consulting
  • Pricing
  • About
  • Tax Articles
    • Basics of Basis
    • Basics of Bookkeeping
    • Entity Selections
    • Estate & Trust Basics
    • Foreign Reporting
    • Making S-Corp Election
    • Mark-to-Market
    • Passive Activity Rentals
    • Retirement Options
    • S-Corp Reasonable Salary
    • Section 988 Transactions
    • Short-Term Rentals
    • Taxation of Derivatives
    • Taxation of Stock Options
  • Request a Fit Review

Individual Tax Preparation & Planning

We prepare individual tax returns for clients whose situations involve more than basic wage income. Our work often includes rental properties, K-1s, brokerage activity, stock compensation, multi-state filings, business income, estimated taxes, and tax planning. 

Common situations we assist with include:

  •  Rental property reporting
  • Schedule C business income
  • K-1 reporting
  • RSUs, ISOs, NSOs, and ESPPs
  • Multi-state tax filings
  • Estimated tax planning
  • Retirement contribution planning
  • Prior-year carryovers
  • Trust and estate reporting received by individuals 


Our individual tax work is designed for clients who need more than basic tax filing and value planning, organization, and technical review.

Pricing

Individual tax return preparation generally starts at $1,200. Most clients with business income, rental properties, K-1s, significant investments, stock compensation, or multi-state filings fall between $1,800 and $3,000+. More complex situations are quoted individually. 

Request a Fit Review

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