Individual Tax Preparation
When your return outgrows the software.
For high-earning individuals, families, and solo entrepreneurs who need more than a retail tax product can deliver.
Complex Scenarios
Returns we specialize in
- Multi-state and part-year residency filings
- Equity compensation: RSUs, ISOs, NSOs, ESPP
- Real estate investors & short-term rental owners
- Gig economy & 1099 independent contractors
- K-1 income from partnerships & S-Corps
- Foreign income, FBAR & FATCA compliance
- Cryptocurrency transactions & capital gains
- High-net-worth tax planning & AMT analysis
The Virtual Concierge advantage
Whether you're in Buckhead or Boston, our secure digital workflow lets you upload documents, review drafts, e-sign returns, and store records — without a single in-person trip.
Security built in
Multi-factor authentication and SOC-aligned data handling — your financial life stays private.
First time with us?
We'll review last year's return — free.
Often we spot missed deductions or planning opportunities within the first 15 minutes.
Claim your free review