Tax season has arrived!

We prepare individual and sole proprietor/single-member LLC taxes with expertise in:

• Equity compensation including RSUs, ESPPs, and stock options
• Startup employee restricted stock, grants, and options
• Acquisition and IPO tax considerations
• Cryptocurrency taxes including mining and altcoin trading
• Clergy taxes
• Audit representation

Ready to get started?

SCHEDULE INTRO MEETING

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WHAT TO EXPECT

EFFICIENCY

After our initial meeting you will be immediately provisioned in our client portal to upload your tax documents. Once we have obtained all the necessary client information, most tax returns will be turned around for e-filing in 2-3 days.

CONVENIENCE

Collaborate on your tax preparation remotely, or we can meet with you in person in the Boston area. We'll video chat to iron out any details of your tax return, then sign online and we'll e-file for you and have your refund direct deposited. 

EXPERTISE

With a broad range of experience including venture-backed startup acquisitions, equity compensation, backdoor Roth IRAs, charitable gifts accounts, and handling clergy taxes, we are well-equipped to meet the needs of a wide range of individual taxpayers.