Tax Services
Individual Tax Preparation
Maximize your refund and protect your wealth with elite personal tax filing.
Your wealth isn't what you earn — it's what the IRS lets you keep.
Elite individual tax preparation that leverages the full tax code to maximize legal deductions, offset capital gains, and sync your personal return with your business holdings — so you keep more and worry less.
Every legal deduction software misses — captured by a seasoned advisor.
Core Directives
- Maximized legal deductions
- Equity & crypto specialists
- Concierge, encrypted execution
Ready when you are
Get startedOperational Milestones
Vault upload
You securely submit your W-2s, 1099s, K-1s and deduction receipts into our private encrypted portal.
Reconciliation
Our analysts seek out safe-harbor rules and hidden credits, cross-referencing your documents against standard IRS red flags.
Archiving & e-file
On your approval we e-file rapidly; your final documents remain archived in your secure profile for seven years.
Included Services & Outcomes
The DIY Software Trap
Online tax engines miss the phase-outs, passive-activity losses, and nuanced deductions a seasoned advisor spots in seconds. For high earners with RSUs, ISOs, crypto, or multi-state income, that gap costs thousands every April.
Resources
Individual Tax Preparation insights
Questions
Individual Tax Preparation FAQ
Can you fix a mistake on a past return?
Yes. Reviewing prior years and filing 1040X amendments is a core part of onboarding — we frequently uncover thousands in missed refunds.
How long does the process take?
Once we have all required documentation in our portal, our standard turnaround for a completed, reviewable return is under seven business days.
Can you handle RSUs, ISOs, and crypto transactions?
Yes — these are core specialties. We calculate cost basis across lots, track holding periods, handle AMT adjustments for ISO exercises, and reconcile exchange data for crypto.
How is your pricing structured?
Fixed engagement fees based on return complexity — W-2 only, itemized, investments, multiple Schedule Cs, multi-state or K-1 heavy. You receive a transparent quote before any work begins.
Will you represent me if the IRS sends a notice?
Yes. Any IRS correspondence related to a return we prepared is handled at no additional charge, including CP2000 notices and straightforward underreporter inquiries.
Put SMAART Tax on your individual tax preparation
Book a free consultation. We'll review your situation, quote a fixed fee, and show you exactly what we'd do differently.