Need extra hands without adding headcount? We offer outsourced State and Local Tax (SALT) manager services to support your in-house tax team. Whether you're short on capacity or need specialized expertise, we integrate seamlessly into your workflow, acting as an extension of your department.

Our services include:

• State tax return and workpaper review to ensure accuracy and compliance across multiple jurisdictions

• State notice response and resolution, so your team can stay focused on core priorities

• Audit support and documentation prep for state-level reviews and inquiries

• Voluntary Disclosure Agreements (VDAs) to resolve prior liabilities while minimizing penalties

• Multi-state nexus analysis and nexus studies to evaluate where your business has state tax obligations based on economic thresholds, physical presence, employee activity, or sales volume. We help you identify exposure areas, reduce unnecessary filings, and ensure compliance with evolving nexus standards across jurisdictions.

• Flexible, project-based or ongoing support to meet filing season or year-round needs

We’ll keep things moving accurately, efficiently, and with zero disruption.

Whether you're a freelancer, influencer, streamer, or small business owner, we handle the tax complexity that comes with multiple income streams and platforms. From 1099 filings to business deductions, we ensure you’re compliant at both the federal and state level, even if you work across several states or live in one and earn in another.

Living overseas? You still need to file U.S. tax returns, and potentially state returns depending on where you last lived. We help expats navigate foreign income exclusions, tax treaties, FBAR/FATCA compliance, and determine whether you're still subject to state filing requirements.

We specialize in tax compliance for real estate holdings, including single-tenant commercial properties and multi-tenant buildings up to 100,000 square feet. Our services cover detailed income and expense reporting, cost segregation evaluations, and entity-level considerations to ensure accurate filings.

Individual Tax Return Preparation (Form 1040)

We provide accurate, efficient, and personalized 1040 preparation for individuals with a wide range of filing needs, from W-2 income and investment portfolios to side businesses and multi-state considerations.

Our process is fully digital and secure, making it easy to upload documents, review drafts, and communicate with us; no need for back-and-forth emails or piles of paperwork. We combine smart technology with experienced, CPA preparation and review to ensure your return is done right and on time.

We take a proactive approach, helping you schedule a realistic timeframe to complete your return, or file a well-planned extension if needed. We also work with clients who don’t fit the traditional mold, including digital nomads, remote workers, crypto investors, creators with multiple income streams, and those navigating career changes or sabbaticals.

Fees start at $700 for basic low activity 1040s.