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Complex Tax Return Preparation

We have extensive experience in handling complex tax situations for our clients. Our team of skilled tax advisors is committed to preparing your tax return with precision and also offering valuable guidance on tax saving strategies. If you have a complex tax return, trust us to handle it with exceptional service and expertise.

Complex Tax Returns: defined.

We recognize that the term “complex” can sometimes carry ambiguity. Many of our clients tend to have 2 or more of the following:

  • Equity Compensation: ISOs, NSOs, RSUs, ESPP
  • Cryptocurrency Transactions: staking, mining, NFTs, etc.
  • High volume of stock sales
  • Rental Properties
  • Small Business Ownership: Corporation, Partnership, or LLC
  • Multistate Business Activity 
  • Cannabis Taxes
  • Hedge Fund and Private Equity Investments 
  • Foreign Investment Reporting (FBAR)

Tax Returns: prepared.

We predominantly prepare the following tax returns:

  • Individual (Form 1040)
  • S-Corporation (Form 1120S)
  • Corporation (Form 1120)
  • Partnership (Form 1065)
  • Private Foundation (Form 990-PF)
  • Not-for-Profit Foundation (Form 990)
  • Trust and Estate (Form 1041)
Get an Edge on
Your Taxes
Contact Taxman Associates Today
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“The Backdoor Roth and Mega Backdoor Roth are powerful strategies that can be used to “superfund” your retirement savings with tax-free growth. Many taxpayers believe they are ineligible to contribute to Roth accounts due to high earnings, however there are methods to fund these accounts even if income limits are exceeded”

Joe Allen, CPA
Meet the Taxman Team

Tax Strategy: our passion.

Our expert tax advisors are committed to ensuring your financial success by carefully crafting tax strategies tailored to your unique circumstances.  Whether it’s leveraging retirement accounts, navigating the dynamic crypto landscape, or delving into equity compensation planning, our foremost goal is to minimize your taxes to facilitate greater wealth accumulation. Your financial well-being is our priority, and we’re here to navigate the complexities of taxes alongside you, every step of the way.