Tax preparation backed by a plan.
Individual and business returns prepared by the same team that plans your taxes during the year, so the filing reflects the strategy.
Have a more complex tax or business situation? Start with a consultation.
Accurate filings, no surprises.
Preparation is where planning gets documented. We prepare returns primarily for planning and advisory clients.
- Individual returns, including multi-state
- S-Corp, partnership and C-Corp returns
- K-1 and equity-compensation reporting
- Estimated-tax schedules for next year
- Coordination with your planning engagement
- IRS and state notice support for clients
A defined process, every year.
- 01
Discover
Collect documents through a secure process.
- 02
Project
Prepare and review against your plan.
- 03
Implement
Walk through the return before filing.
- 04
Review
Set next year’s estimates and planning calendar.
Filing is the record of decisions made under our C.A.T. Framework, not the starting point. See the C.A.T. Framework →
For filers with complex situations.
BigApple is best suited for business owners and professionals whose financial lives have become complex enough to require proactive planning.
HIGH-INCOME PROFESSIONALS
Equity, bonuses, investments and multi-state income.
EXPLORE HIGH-INCOME PLANNING →BUSINESS OWNERS
Entity, compensation, cash flow and year-end strategy.
EXPLORE BUSINESS OWNER PLANNING →REAL ESTATE INVESTORS
Depreciation, cost segregation, 1031s and exits.
EXPLORE REAL ESTATE PLANNING →Tax preparation questions
Do you prepare returns without a planning engagement?
We focus on clients whose situations benefit from planning. Tell us what you need and we’ll let you know if we’re the right fit.
Do you file in multiple states?
Yes. Multi-state returns are common for our clients.
Can you handle business returns?
Yes, including S-Corps, partnerships and C-Corps.
What if I receive an IRS notice?
We help clients respond to IRS and state notices related to returns we prepared.
RELATED SERVICES
Your return tells us what happened. Your plan decides what happens next.
SCHEDULE A CONSULTATIONTell us what you’re working on and we’ll determine whether BigApple is the right fit.