Designed for taxpayers with sophisticated holdings and multi-jurisdiction requirements. We manage multi-state apportionments, complex passive activity loss limitations, multi-asset dispositions, and Form 8949 reporting—all delivered with VIP portal priority and audit correspondence backing.
What’s Included:
Everything in Tier 2, plus:
Multi-State Tax Filings: Multi-jurisdiction resident, non-resident, and part-year returns.
Unlimited Pass-Through K-1s: Comprehensive Schedule E Part II reconciliation, basis tracking, and passive activity loss calculations.
Complex Asset Schedules: Multi-asset depreciation, 1031 exchange tracking, and disposition reporting.
Equity Compensation & Dispositions: Form 8949 reporting for RSUs, ISOs, ESPPs, and complex capital assets.
Audit & Notice Defense: Full response and correspondence support for IRS and state tax notices.
VIP Priority SLA: Fast-track 24-hour business day portal and email turnaround.
Key Add-Ons:
S-Corp Election & Formation Setup: $750
Standalone Tax Strategy Consultation: $500
Designed for taxpayers with sophisticated holdings and multi-jurisdiction requirements. We manage multi-state apportionments, complex passive activity loss limitations, multi-asset dispositions, and Form 8949 reporting—all delivered with VIP portal priority and audit correspondence backing.
What’s Included:
Everything in Tier 2, plus:
Multi-State Tax Filings: Multi-jurisdiction resident, non-resident, and part-year returns.
Unlimited Pass-Through K-1s: Comprehensive Schedule E Part II reconciliation, basis tracking, and passive activity loss calculations.
Complex Asset Schedules: Multi-asset depreciation, 1031 exchange tracking, and disposition reporting.
Equity Compensation & Dispositions: Form 8949 reporting for RSUs, ISOs, ESPPs, and complex capital assets.
Audit & Notice Defense: Full response and correspondence support for IRS and state tax notices.
VIP Priority SLA: Fast-track 24-hour business day portal and email turnaround.
Key Add-Ons:
S-Corp Election & Formation Setup: $750
Standalone Tax Strategy Consultation: $500