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Individual income tax returns (Form 1040 and California Form 540), including:
Schedule A (itemized deductions, State & Local Cap planning)
Schedule B (interest and dividends)
Schedule D and Form 8949 (capital gains, multi-custodian cost basis reconciliation),
Schedule E (rental, royalty, and pass-through K-1 income from partnerships, S-corps, and trusts)
Schedule C/SE for self-employment income and tax
Equity compensation planning — ISO/NSO/RSU exercise and sale timing, AMT exposure on incentive stock options (Form 6251), 83(b) elections, and Section 1202 Qualified Small Business Stock exclusion planning
Net Investment Income Tax (Form 8960) and Qualified Business Income deduction optimization (Form 8995/8995-A) at the individual level
Foreign Tax Credit claims (Form 1116) and foreign asset reporting (Form 8938 / FBAR) for clients with international investment exposure
Multi-state residency and domicile planning for clients living, working, or relocating across state lines
Household employment tax compliance (Schedule H) for clients with domestic staff
Tax loss harvesting and Roth IRA conversion timing, including backdoor and mega-backdoor Roth strategies
Charitable giving strategy through Donor-Advised Funds and Qualified Charitable Distributions
Estimated tax planning (Form 1040-ES) and safe harbor compliance to avoid underpayment penalties
IRS notice response and representation under power of attorney (Form 2848), including CP2000 underreporting notices
Individual income tax returns (Form 1040 and California Form 540), including:
Schedule A (itemized deductions, State & Local Cap planning)
Schedule B (interest and dividends)
Schedule D and Form 8949 (capital gains, multi-custodian cost basis reconciliation),
Schedule E (rental, royalty, and pass-through K-1 income from partnerships, S-corps, and trusts)
Schedule C/SE for self-employment income and tax
Equity compensation planning — ISO/NSO/RSU exercise and sale timing, AMT exposure on incentive stock options (Form 6251), 83(b) elections, and Section 1202 Qualified Small Business Stock exclusion planning
Net Investment Income Tax (Form 8960) and Qualified Business Income deduction optimization (Form 8995/8995-A) at the individual level
Foreign Tax Credit claims (Form 1116) and foreign asset reporting (Form 8938 / FBAR) for clients with international investment exposure
Multi-state residency and domicile planning for clients living, working, or relocating across state lines
Household employment tax compliance (Schedule H) for clients with domestic staff
Tax loss harvesting and Roth IRA conversion timing, including backdoor and mega-backdoor Roth strategies
Charitable giving strategy through Donor-Advised Funds and Qualified Charitable Distributions
Estimated tax planning (Form 1040-ES) and safe harbor compliance to avoid underpayment penalties
IRS notice response and representation under power of attorney (Form 2848), including CP2000 underreporting notices