Individual Tax Returns

Overview

What we deliver

We prepare and file individual income tax returns under IRS, HMRC, CRA, and ATO rules, including equity compensation and cross-border items.

We prepare and file individual income tax returns for business owners, executives, expatriates, and high-net-worth taxpayers. Our work covers US Form 1040, UK Self Assessment, Canadian T1, and Australian individual returns, including state, provincial, and local filings. We handle wage and self-employment income, K-1s and partnership distributions, equity compensation including RSUs, ISOs, and NSOs, rental and investment income, foreign accounts, and retirement contributions. For taxpayers with cross-border activity, we coordinate treaty positions, foreign tax credits, FBAR and FATCA disclosures, and HMRC remittance basis elections where relevant. We document positions with workpapers, prepare estimated payment schedules, and advise on quarterly cash needs. When notices or audits arise, we respond with supporting documentation and represent you before the agency. The aim is an accurate filing, clear understanding of what you owe, and proactive planning for the year ahead so there are no surprises at filing time.

Fit Check

Built for teams like yours

Who it's for

Business owners and partners
Corporate executives with equity compensation
Expatriates and dual-resident taxpayers
Investors with rental and portfolio income
High-net-worth individuals with complex returns

Pain points we solve

Confusion over equity compensation reporting
Missed foreign account or asset disclosures
Underpayment penalties from inaccurate estimates
Unclear treaty positions for cross-border income
Notices and audit letters left unanswered

What's included

Capabilities

Everything we cover in this engagement.

Federal and state or provincial individual returns
Self Assessment and UK Capital Gains reporting
Equity compensation analysis and reporting
Foreign account reporting (FBAR, FATCA)
Estimated tax calculations and vouchers
Rental and investment income schedules
Retirement and HSA contribution planning
Notice response and audit representation

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Organize

Gather W-2s, 1099s, K-1s, and supporting documents.

02

Review

Identify equity, cross-border, and unusual items.

03

Prepare

Draft return and supporting schedules.

04

Discuss

Walk through results and planning ideas.

05

File

Submit return and set up estimated payments.

What you get

Deliverables & outcomes

What you get

Filed federal and state or provincial returns
Equity compensation workpapers
Estimated tax payment schedule
Foreign account disclosure forms where applicable
Year-end planning memo
Audit-ready supporting documentation

Outcomes you can expect

Accurate, on-time individual filings
Proper treatment of equity and cross-border income
Reduced exposure to penalties and notices
Clear cash flow picture for tax payments
Planning ideas to lower future tax

Timeline

2 to 4 weeks per return

Engagement

Monthly retainer, Project, Sprint

Tools we use

CCH Axcess, Lacerte, TaxCalc, ProFile, Xero Tax

KPIs we track

filing on-time rate, estimated payment accuracy, notices received, foreign forms filed, planning items captured

Client stories

What clients say

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"

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Proof