Your personal return, joined up with the business.
Personal returns for clients whose business we already handle. The two sides belong together — the owner’s return is where most of the business planning actually lands.
What this covers
Personal federal and state
Coordinated with the business
Estimates and withholding
Equity and investments
Scope
What’s actually included.
Sized to the business. Fees are quoted as a minimum after the first call, once the work is known.
01
Joined up
The business plan and the personal return use the same numbers.
02
Planned
Withholding and estimates set together, not separately.
03
Owner-first
Built for owners, not for volume filing.