Individual & Family Tax
Prepare your individual income tax return using your household income, deductions, and tax records.
Online service across all 50 states
What this service is
Individual & Family Tax covers everything about a household's taxes in one place: preparing Form 1040 and state returns, year-round planning, equity compensation, multi-state and foreign reporting, ITIN applications, cryptocurrency, military tax issues, estimated payments, and trust or estate filings. It is built for founders, executives, investors, and families whose tax situations touch several of these areas at once; each specialty has its own page.
Forms & documents involved
What we actually do
Prepare federal and state personal returns
Prepare Form 1040 with every schedule your income requires and all state returns.
Plan during the year
Project tax and adjust estimates, withholding, and timing.
Report equity and investments
Reconcile RSUs, options, ESPP sales, brokerage 1099s, and crypto to correct cost basis.
Handle multi-state and foreign filings
Prepare part-year and nonresident returns, FBAR, Form 8938, and foreign tax credits.
Apply for ITINs
Prepare Form W-7 for spouses or dependents who can't get a Social Security number.
Coordinate trust and estate filings
Connect family trust and estate returns with the household plan.
Prices by scope
Compare the work included at each price. Your final scope and fee are confirmed in writing before work begins.
W-2/1099 income, standard or itemized deductions.
- SimpleW-2 income, standard deduction$320
- ItemizedItemized deductions, dependents and education credits$420
- With investmentsBrokerage 1099s under 50 trades, HSA, retirement distributions$520
Business income, multiple K-1s, or investment complexity.
- One business or rentalsOne Schedule C or up to 2 rental properties$680
- Several sources2–3 businesses or rentals, or 3–5 K-1s$980
- High complexity6+ K-1s, equity compensation, foreign income or crypto$1,380
- Very high complexityMany entities, trusts or a business saleFrom $2,080
One-time AMT, phase-out, NIIT, and surtax exposure review.
- StandardAMT, phase-out and NIIT review$620
- With business incomeAdds QBI and owner-pay modeling$980
RSU, ISO, NSO, or ESPP exercise/sale decision support.
- RSU / ESPPVesting or purchase decision$460 per event
- ISO / NSOExercise timing with AMT modeling$780 per event
Added to the base 1040 preparation price.
- Nonresident returnIncome sourced to one other state$160 per additional state
- Part-year residentMove during the year or allocation of wages$260 per additional state
See Foreign Tax Coordination page for account-based add-ons.
- Up to 5 accountsFBAR and Form 8938$320/year
- 6–15 accountsIncludes foreign pensions or insurance$560/year
- 16+ accountsOr PFIC reporting (Form 8621)From $880/year
Plus any required certified-copy document fees.
- With a tax returnW-7 filed with your return$180 per applicant
- Standalone or exceptionTreaty or third-party exception documentation$320 per applicant
Scales with number of wallets/exchanges and transaction volume.
- Under 100 transactionsUp to 2 wallets or exchanges$320
- 100–1,000 transactionsUp to 5 wallets, staking income$620
- 1,000+ transactionsDeFi, NFTs or missing cost basisFrom $1,080
Combat pay exclusions, state-of-residence, and PCS-related filing.
- StandardCombat pay and state-of-residence$360
- With PCS or rentalsMove expenses, rental of former home$580
Safe harbor calculation and voucher preparation.
- IndividualW-2 plus investment or side income$220 per quarter
- OwnerBusiness income, federal and one state$320 per quarter
What You Get
Personal Tax Advisory
Year-round personal tax support tied to compensation, owner income, deductions, and broader household planning.
Explore this servicePersonal Tax Strategy
Event-driven planning for liquidity events, equity compensation, major income changes, or time-sensitive household decisions.
Explore this serviceIndividual Tax Preparation (1040)
Complete Form 1040 preparation for households with multiple income sources, deductions, and credits more complex than standard filing software can handle.
High-Income Tax Planning
Proactive planning for high earners facing AMT exposure, deduction and credit phase-outs, the net investment income tax, and the additional Medicare tax.
Stock Compensation & Equity
Tax planning for RSUs, ISOs, NSOs, and ESPPs, including AMT modeling, disqualifying-disposition risk, and exercise or sale timing.
Multi-State Personal Tax Filing
Coordinated filing for households earning income across multiple states, relocating mid-year, or working remotely from a different state than their employer.
Foreign Tax Compliance
FBAR, FATCA, foreign account and asset reporting, and expat tax compliance for households with cross-border ties.
Explore this serviceITIN Application
ITIN application and renewal support for nonresident spouses, dependents, and foreign individuals with a US filing requirement.
Cryptocurrency & NFT Tax
Cost-basis reconciliation, capital gains tracking, and reporting for cryptocurrency, NFT, and other digital asset transactions.
Military Tax
Filing support for active-duty service members and veterans, including combat pay exclusions, PCS moves, and multi-state filing tied to deployment.
Estimated Tax Planning
Quarterly estimate and withholding optimization to improve predictability and reduce surprise balances.
Estate and Trust Filing Support
Trust and estate compliance support where fiduciary obligations and family planning intersect.
Explore this service- Household tax planning summary
- Estimated tax and withholding roadmap
- Trust and specialty coordination checklist
- Major-event planning notes
When this service may fit
- You now have trust, multi-state, business-owner, or cross-border complexity under one household
- Annual return preparation no longer feels sufficient for the level of planning needed
- Household tax strategy needs to connect more tightly with business and family decisions
- You want one coordinated personal-tax lane instead of multiple fragmented conversations
Need help getting your books ready for tax season?
Rentals, a side business or equity compensation make a return bigger than one form. These services are often added.
How It Works
Household and income-source review
Confirm household filing facts, dependents, residency, prior carryforwards, and the returns required.
Planning and filing exposure mapping
Gather wage, investment, business, rental, and other tax documents and resolve missing or conflicting information.
Strategy sequencing and advisor coordination
Prepare the return, review material positions and payment amounts with you, and obtain filing authorization.
Ongoing compliance and checkpoint support
Deliver the return package and identify withholding, estimated payments, or planning questions to address for the next year.
Your Role
Provide complete tax documents for the household, disclose life and residency changes, review the return, and arrange payments by the applicable deadline.
Service Scope
Business entities, trusts, foreign reporting, amended returns, and notice responses may require additional engagements. An extension does not itself postpone payment.
Start Individual & Family Tax online
Choose the closest scope and send your request online. We’ll confirm the final work and fee in writing before anything begins.
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