The owner’s return,
connected to the company’s.

The business return and the personal return are one problem.

When they are prepared by different firms, the seams show. Basis schedules disagree, a state credit is missed because nobody had both returns open at once, a distribution is taken in a year that costs more than the year beside it, and the answer to a simple question requires a three-way call.

We prepare the owner’s individual return in the same office as the entity return, from the same working papers. Basis is tracked continuously rather than reconstructed, and the estimate calculation reflects what the business is actually going to do this year.

Equity compensation adds its own timing questions: when to exercise, whether to make a section 83(b) election, how alternative minimum tax interacts with an incentive stock option exercise, and what a same-day sale really costs. These are decisions with deadlines, and most of them cannot be revisited.

For families with trusts, gifting programs or charitable intentions, we coordinate with your attorney and wealth advisor rather than working in parallel with them. Appreciated company stock, donor-advised funds and charitable remainder structures all work considerably better when the tax team is in the conversation early.