Individual Tax for Owners & Families
Your business return doesn't end at the entity — it lands on your 1040. We prepare personal returns for business owners and their families, so both sides of your tax life sit with the same Enrolled Agent.
Where Your K-1 Lands
Profit from an S-corp or partnership doesn't stay on the business return. It flows through a Schedule K-1 onto your personal one — carrying income, deductions, and basis questions with it. Prepared together, the two returns tell one consistent story. Prepared apart, things fall in the gap.
One Preparer. Both Returns.
- Deductions get claimed on the return where they do the most good — not stranded on the wrong one
- Estimated payments reflect what the business is actually earning, quarter by quarter
- Elections and salary decisions are made with the personal return in view, not discovered at filing
- One EA answers for the whole picture — no "ask your other accountant"
For the Whole Household
Owner returns rarely stop at a W-2 and a K-1 — and they rarely stop at one person. We prepare returns for owners, spouses, and family members, with every schedule the household needs.
K-1 & Flow-Through Income
S-corp and partnership income reported correctly, with basis tracked so losses and distributions hold up.
Rentals & Investments
Schedule E rentals, capital gains, dividends, and interest — reported right and planned around.
Itemized Deductions
Mortgage interest, charitable giving, medical — itemized when it wins, standard when it doesn't.
Family Returns
Spouses' returns, dependents' first filings, and the coordination questions in between.
Bring Both Returns Under One Roof
A free consultation is the fastest way to find out what's been falling in the gap between your business and personal returns.
Schedule a Free Consultation